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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
AWM
301
Axxcess Wealth Management
California
$337K +$320K +9,228 New
VPP
302
Vertex Planning Partners
Illinois
$335K +$25.3K +730 +9%
MRWM
303
ML&R Wealth Management
Texas
$326K -$142K -4,097 -31%
PA
304
Parallel Advisors
California
$323K
GWS
305
Glassman Wealth Services
Virginia
$322K
DFS
306
Dixon Fnancial Services
California
$321K +$42.7K +1,232 +16%
1WM
307
1900 Wealth Management
Texas
$320K +$35 +1 +0%
PCM
308
Peirce Capital Management
Texas
$312K -$7.72K -223 -3%
EM
309
ELCO Management
New York
$308K +$292K +8,430 New
MFC
310
Morris Financial Concepts
South Carolina
$307K +$13.5K +391 +5%
SFC
311
Sprinkle Financial Consultants
Colorado
$307K +$291K +8,411 New
MFS
312
Madrona Financial Services
Washington
$304K -$2.15K -62 -0.7%
VF
313
Vawter Financial
Ohio
$303K -$6.93K -200 -2%
HWMC
314
Heritage Wealth Management (California)
California
$303K
CFD
315
Creative Financial Designs
Indiana
$301K +$623 +18 +0.2%
FM
316
Foster & Motley
Ohio
$301K +$285K +8,239 New
AC
317
Annandale Capital
Texas
$298K +$3.12K +90 +1%
BTI
318
Blue Trust Inc
Georgia
$296K +$18K +520 +7%
BCM
319
Brookstone Capital Management
Illinois
$281K +$267K +7,700 New
SAM
320
Synergy Asset Management
Washington
$279K +$265K +7,638 New
PFS
321
Prospera Financial Services
Texas
$274K +$260K +7,505 New
SAM
322
Smartleaf Asset Management
Massachusetts
$272K -$21.4K -619 -8%
QC
323
Quadrature Capital
United Kingdom
$268K +$254K +7,333 New
HIGP
324
Hill Investment Group Partners
Missouri
$262K -$41.3K -1,193 -14%
BIG
325
Builder Investment Group
Georgia
$250K -$98.7K -2,849 -29%