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Dimensional US Core Equity Market ETF

372 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, 98 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

580% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 10

73% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 98

20% more funds holding in top 10

Funds holding in top 10: 6173 (+12)

16% more funds holding

Funds holding: 320372 (+52)

16% more capital invested

Capital invested by funds: $2.5B → $2.9B (+$400M)

0% more call options, than puts

Call options by funds: $5K | Put options by funds: $5K

1.49% less ownership

Funds ownership: 64.36%62.87% (-1.5%)

Holders
372
Holders Change
+52
Holders Change %
+16.25%
% of All Funds
5.42%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.06%
New
68
Increased
170
Reduced
98
Closed
10
Calls
$5K
Puts
$5K
Net Calls
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
276
Rockwood Wealth Management
Pennsylvania
$437K +$408K +13,147 New
MRWM
277
ML&R Wealth Management
Texas
$433K +$64.1K +2,064 +19%
KAM
278
KEB Asset Management
Illinois
$432K +$404K +12,999 New
SOAG
279
Silver Oak Advisory Group
Oregon
$426K
LG
280
LAM Group
Oregon
$414K +$10.9K +350 +3%
ASN
281
Advisory Services Network
Georgia
$401K +$10.5K +339 +3%
IAG
282
Investment Advisory Group
Massachusetts
$394K +$145K +4,662 +65%
PWP
283
Perfromance Wealth Partners
Illinois
$386K
KIG
284
Kennedy Investment Group
New Jersey
$381K +$57.3K +1,846 +19%
CP
285
Canopy Partners
Ohio
$377K +$352K +11,344 New
TP
286
Tranquility Partners
Tennessee
$376K -$166K -5,362 -32%
CIBC World Market
287
CIBC World Market
Ontario, Canada
$356K
HWP
288
Hibernia Wealth Partners
Louisiana
$345K +$322K +10,368 New
RWM
289
Ruedi Wealth Management
Illinois
$327K -$1.89K -61 -0.6%
TI
290
tru Independence
Oregon
$326K +$1.24K +40 +0.4%
BIG
291
Builder Investment Group
Georgia
$323K +$19.9K +640 +7%
AWS
292
Atria Wealth Solutions
New York
$321K +$31K +1,000 +12%
EWA
293
Exencial Wealth Advisors
Oklahoma
$312K +$54.5K +1,755 +23%
PTC
294
Private Trust Company
Ohio
$312K +$259K +8,337 +787%
CSB
295
City State Bank
Iowa
$308K
PA
296
Parallel Advisors
California
$294K +$274K +8,831 New
GWS
297
Glassman Wealth Services
Virginia
$293K
PCM
298
Peirce Capital Management
Texas
$291K +$272K +8,752 New
1WM
299
1900 Wealth Management
Texas
$291K +$272K +8,747 New
EH
300
Equitable Holdings
New York
$290K +$270K +8,713 New