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Dimensional US Core Equity Market ETF

376 hedge funds and large institutions have $3.3B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+5
Holders Change %
+1.35%
% of All Funds
5.45%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.12%
New
34
Increased
184
Reduced
115
Closed
24
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
251
Cahill Wealth Management
Michigan
$694K -$5.85K -160 -0.8%
Wealthfront Advisers
252
Wealthfront Advisers
California
$688K +$18.5K +505 +3%
MG
253
Mather Group
Illinois
$677K
HWMT
254
Heritage Wealth Management (Texas)
Texas
$672K +$24.4K +668 +4%
Baird Financial Group
255
Baird Financial Group
Wisconsin
$667K +$667K +18,248 New
Susquehanna International Group
256
Susquehanna International Group
Pennsylvania
$656K -$1.2M -32,738 -65%
CMBA
257
C.M. Bidwell & Associates
Hawaii
$651K -$1.72K -47 -0.3%
DWM
258
Dopkins Wealth Management
New York
$644K +$113K +3,098 +21%
KIG
259
Kennedy Investment Group
New Jersey
$642K +$224K +6,122 +53%
CFO
260
Colony Family Offices
North Carolina
$619K
CWS
261
Cypress Wealth Services
California
$619K
KPWS
262
Kestra Private Wealth Services
Texas
$618K -$217K -5,946 -26%
WIA
263
World Investment Advisors
California
$615K +$48K +1,314 +8%
MFWP
264
Mosaic Family Wealth Partners
Missouri
$605K +$10.7K +292 +2%
PP
265
Patten & Patten
Tennessee
$586K +$586K +16,043 New
KAM
266
Kraft Asset Management
Tennessee
$579K -$11.3K -309 -2%
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$572K +$572K +15,665 New
CFG
268
Cooper Financial Group
California
$569K -$782K -21,413 -58%
WFA
269
WMG Financial Advisors
Tennessee
$559K -$89.8K -2,457 -14%
CAG
270
Csenge Advisory Group
Florida
$547K +$54.3K +1,486 +11%
Envestnet Portfolio Solutions
271
Envestnet Portfolio Solutions
Illinois
$546K +$17.6K +481 +3%
EIA
272
Eldridge Investment Advisors
New Hampshire
$541K +$73 +2 +0%
SC
273
Shearwater Capital
Colorado
$538K -$60.1K -1,646 -10%
IAG
274
Investment Advisory Group
Massachusetts
$527K +$94K +2,573 +22%
UWPG
275
Ullmann Wealth Partners Group
Florida
$510K -$60.9K -1,666 -11%