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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
VF
301
Vawter Financial
Ohio
$283K
VPP
302
Vertex Planning Partners
Illinois
$281K +$21.4K +689 +9%
MFS
303
Madrona Financial Services
Washington
$279K +$466 +15 +0.2%
HIGP
304
Hill Investment Group Partners
Missouri
$278K -$159K -5,135 -38%
HWMC
305
Heritage Wealth Management (California)
California
$276K +$257K +8,291 New
LAM
306
LifePro Asset Management
California
$274K +$256K +8,255 New
CFD
307
Creative Financial Designs
Indiana
$273K +$1.02K +33 +0.4%
EFS
308
Essex Financial Services
Connecticut
$271K
SAM
309
Smartleaf Asset Management
Massachusetts
$270K +$251K +8,078 New
AC
310
Annandale Capital
Texas
$268K +$250K +8,064 New
BSSFA
311
Baron Silver Stevens Financial Advisors
Florida
$267K +$249K +8,030 New
MFC
312
Morris Financial Concepts
South Carolina
$267K -$11.8K -380 -5%
DFS
313
Dixon Fnancial Services
California
$251K +$234K +7,542 New
GLLW
314
Graves Light Lenhart Wealth
Virginia
$244K
CAS
315
Coppell Advisory Solutions
Texas
$243K -$24.6K -794 -10%
GCA
316
Gradient Capital Advisors
California
$239K
PEA
317
Park Edge Advisors
Ohio
$238K -$21.6K -697 -9%
Fisher Asset Management
318
Fisher Asset Management
Washington
$232K +$217K +6,992 New
AG
319
Ascent Group
Virginia
$229K +$204K +6,571 New
CAP
320
Columbia Advisory Partners
Washington
$228K +$213K +6,850 New
BTI
321
Blue Trust Inc
Georgia
$227K -$7.57K -244 -3%
IFA
322
Index Fund Advisors
California
$227K
LCM
323
Liberty Capital Management
Michigan
$224K
PHWM
324
Pine Harbor Wealth Management
Maryland
$218K +$203K +6,545 New
GSEP
325
Golden State Equity Partners
California
$217K +$203K +6,531 New