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Dimensional US Core Equity Market ETF

377 hedge funds and large institutions have $3.31B 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, 116 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 116

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $2.9B → $3.31B (+$402M)

5% more funds holding in top 10

Funds holding in top 10: 7377 (+4)

1% more funds holding

Funds holding: 372377 (+5)

1.47% less ownership

Funds ownership: 62.87%61.4% (-1.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
377
Holders Change
+5
Holders Change %
+1.34%
% of All Funds
5.43%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.11%
New
34
Increased
184
Reduced
116
Closed
24
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
276
Ullmann Wealth Partners Group
Florida
$510K -$57.7K -1,666 -11%
TWP
277
Total Wealth Planning
Ohio
$503K -$17.5K -506 -4%
RWM
278
Rockwood Wealth Management
Pennsylvania
$480K
KAM
279
KEB Asset Management
Illinois
$475K
SOAG
280
Silver Oak Advisory Group
Oregon
$469K
HWP
281
Hibernia Wealth Partners
Louisiana
$466K +$83K +2,397 +23%
LG
282
LAM Group
Oregon
$455K -$173 -5 -0%
BSSFA
283
Baron Silver Stevens Financial Advisors
Florida
$449K +$147K +4,250 +53%
I
284
INVST
Indiana
$443K +$421K +12,167 New
EFS
285
Essex Financial Services
Connecticut
$433K +$128K +3,695 +45%
VCM
286
Versant Capital Management
Arizona
$431K -$52.4K -1,513 -11%
GA
287
Greenspring Advisors
Maryland
$430K -$2.57M -74,296 -86%
LAM
288
LifePro Asset Management
California
$427K +$119K +3,437 +42%
ASN
289
Advisory Services Network
Georgia
$423K -$16.4K -473 -4%
DF
290
DecisionPoint Financial
Arizona
$420K -$125K -3,602 -23%
TP
291
Tranquility Partners
Tennessee
$408K -$5.13K -148 -1%
EWA
292
Exencial Wealth Advisors
Oklahoma
$391K +$45.4K +1,312 +14%
CIBC World Market
293
CIBC World Market
Ontario, Canada
$391K
SFPM
294
Sensible Financial Planning & Management
Massachusetts
$384K +$364K +10,522 New
EB
295
Emprise Bank
Kansas
$383K +$363K +10,489 New
TI
296
tru Independence
Oregon
$359K +$693 +20 +0.2%
RWM
297
Ruedi Wealth Management
Illinois
$357K -$1.83K -53 -0.5%
AWS
298
Atria Wealth Solutions
New York
$355K +$2.39K +69 +0.7%
PTC
299
Private Trust Company
Ohio
$344K +$623 +18 +0.2%
CSB
300
City State Bank
Iowa
$342K +$3.46K +100 +1%