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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
PTC
301
Private Trust Company
Ohio
$440K -$4.81K -126 -1%
GA
302
Greenspring Advisors
Maryland
$429K -$12.2K -320 -3%
PWIA
303
Porter White Investment Advisors
Alabama
$426K -$337K -8,836 -45%
CIBC World Market
304
CIBC World Market
Ontario, Canada
$425K
UWPG
305
Ullmann Wealth Partners Group
Florida
$417K -$32K -838 -7%
PCM
306
Parsons Capital Management
Rhode Island
$417K -$330K -8,628 -45%
EFS
307
Essex Financial Services
Connecticut
$414K -$207K -5,414 -35%
VPP
308
Vertex Planning Partners
Illinois
$413K +$47.7K +1,248 +14%
DFS
309
Dixon Fnancial Services
California
$410K +$25.9K +679 +7%
AC
310
Annandale Capital
Texas
$400K +$55.4K +1,450 +17%
TI
311
tru Independence
Oregon
$392K +$1.07K +28 +0.3%
RWM
312
Ruedi Wealth Management
Illinois
$386K +$76 +2 +0%
SC
313
Shearwater Capital
Colorado
$380K
CAS
314
Coppell Advisory Solutions
Texas
$378K -$26.8K -701 -7%
WFA
315
WMG Financial Advisors
Tennessee
$376K -$19.1K -500 -5%
CSB
316
City State Bank
Iowa
$375K -$11.8K -310 -3%
AWM
317
Axxcess Wealth Management
California
$368K +$955 +25 +0.3%
AWS
318
Atria Wealth Solutions
New York
$352K -$38K -995 -10%
PA
319
Parallel Advisors
California
$351K
GWS
320
Glassman Wealth Services
Virginia
$350K
PWP
321
Perfromance Wealth Partners
Illinois
$348K -$97.5K -2,553 -23%
LAM
322
LifePro Asset Management
California
$345K -$4.74K -124 -1%
SIMC
323
Squire Investment Management Company
Utah
$345K -$191 -5 -0.1%
Wells Fargo
324
Wells Fargo
California
$344K +$327K +8,573 +10,329%
PCM
325
Peirce Capital Management
Texas
$339K