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Dimensional US Core Equity Market ETF

396 hedge funds and large institutions have $4.11B invested in Dimensional US Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 194 increasing their positions, 122 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

59% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 122

12% more capital invested

Capital invested by funds: $3.67B → $4.11B (+$438M)

3% more funds holding

Funds holding: 385396 (+11)

0.07% less ownership

Funds ownership: 63.28%63.21% (-0.07%)

3% less funds holding in top 10

Funds holding in top 10: 7573 (-2)

Holders
396
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.69%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.05%
New
29
Increased
194
Reduced
122
Closed
15
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
EM
276
ELCO Management
New York
$622K +$243K +6,350 +68%
HWP
277
Hibernia Wealth Partners
Louisiana
$621K +$597K +15,639 New
CFG
278
Cooper Financial Group
California
$615K +$153 +4 +0%
KAM
279
Kraft Asset Management
Tennessee
$614K
RF
280
RHS Financial
California
$611K +$588K +15,400 New
SFWA
281
Summit Financial Wealth Advisors
Louisiana
$602K
PFS
282
Prospera Financial Services
Texas
$594K +$143K +3,750 +33%
AP
283
Aspect Partners
Virginia
$590K +$568K +14,874 New
EIA
284
Eldridge Investment Advisors
New Hampshire
$580K +$7.71K +202 +1%
AQR Capital Management
285
AQR Capital Management
Connecticut
$577K +$555K +14,537 New
CWP
286
Concord Wealth Partners
Virginia
$577K +$1.57K +41 +0.3%
Envestnet Portfolio Solutions
287
Envestnet Portfolio Solutions
Illinois
$562K -$19.1K -499 -3%
SA
288
Stewardship Advisors
Pennsylvania
$560K +$539K +14,115 New
PP
289
Patten & Patten
Tennessee
$554K -$79.4K -2,080 -13%
TWP
290
Total Wealth Planning
Ohio
$546K +$76 +2 +0%
DF
291
DecisionPoint Financial
Arizona
$527K +$55.4K +1,450 +12%
CWS
292
Cypress Wealth Services
California
$522K -$95.3K -2,494 -16%
RWM
293
Rockwood Wealth Management
Pennsylvania
$522K
EFG
294
Ethos Financial Group
Pennsylvania
$511K +$726 +19 +0.1%
MFC
295
Morris Financial Concepts
South Carolina
$507K +$10.6K +277 +2%
LG
296
LAM Group
Oregon
$497K +$4.2K +110 +0.9%
SOAG
297
Silver Oak Advisory Group
Oregon
$488K -$19.8K -519 -4%
ASN
298
Advisory Services Network
Georgia
$487K
EWA
299
Exencial Wealth Advisors
Oklahoma
$453K +$7.83K +205 +2%
TP
300
Tranquility Partners
Tennessee
$451K +$1.91K +50 +0.4%