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Dimensional US Core Equity Market ETF

371 hedge funds and large institutions have $2.9B invested in Dimensional US Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.44%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.07%
New
68
Increased
170
Reduced
97
Closed
10
Calls
$5K
Puts
$5K
Net Calls
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Shares
Change %
BC
251
Barrett & Company
Rhode Island
$635K +$6.75K +203 +1%
Wealthfront Advisers
252
Wealthfront Advisers
California
$609K +$51.2K +1,541 +9%
CMBA
253
C.M. Bidwell & Associates
Hawaii
$594K -$4.59K -138 -0.8%
PWIA
254
Porter White Investment Advisors
Alabama
$593K +$7.28K +219 +1%
WFA
255
WMG Financial Advisors
Tennessee
$590K -$706K -21,241 -54%
HWMT
256
Heritage Wealth Management (Texas)
Texas
$590K +$1.83K +55 +0.3%
MSWMA
257
Market Street Wealth Management Advisors
Indiana
$569K +$569K +17,109 New
CFO
258
Colony Family Offices
North Carolina
$563K
CWS
259
Cypress Wealth Services
California
$563K +$15.6K +470 +3%
SC
260
Shearwater Capital
Colorado
$544K -$266 -8 -0%
MFWP
261
Mosaic Family Wealth Partners
Missouri
$540K +$52.2K +1,569 +11%
KAM
262
Kraft Asset Management
Tennessee
$537K -$8.51K -256 -2%
FS
263
Financial Symmetry
North Carolina
$537K +$537K +16,143 New
UWPG
264
Ullmann Wealth Partners Group
Florida
$519K -$144K -4,344 -22%
WIA
265
World Investment Advisors
California
$516K +$516K +15,525 New
DF
266
DecisionPoint Financial
Arizona
$514K -$54.7K -1,646 -10%
EIA
267
Eldridge Investment Advisors
New Hampshire
$492K -$30.7K -922 -6%
DWM
268
Dopkins Wealth Management
New York
$483K -$106K -3,175 -18%
Envestnet Portfolio Solutions
269
Envestnet Portfolio Solutions
Illinois
$481K +$1.1K +33 +0.2%
US Bancorp
270
US Bancorp
Minnesota
$479K
TWP
271
Total Wealth Planning
Ohio
$474K -$95.5K -2,873 -17%
MWA
272
Mills Wealth Advisors
Texas
$454K +$632 +19 +0.1%
CAG
273
Csenge Advisory Group
Florida
$448K +$15.1K +454 +3%
VCM
274
Versant Capital Management
Arizona
$443K -$25K -753 -5%
RWM
275
Rockwood Wealth Management
Pennsylvania
$437K +$437K +13,147 New