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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
LA
326
LexAurum Advisors
Kansas
$216K +$202K +6,500 New
SIMC
327
Squire Investment Management Company
Utah
$212K +$198K +6,372 New
AWM
328
Apollon Wealth Management
South Carolina
$210K -$14.9K -481 -7%
CSWM
329
Cassady Schiller Wealth Management
Ohio
$207K
TWC
330
TD Waterhouse Canada
Ontario, Canada
$205K
BWA
331
Blodgett Wealth Advisors
California
$202K +$188K +6,072 New
CCA
332
Criterion Capital Advisors
Tennessee
$200K +$186K +6,000 New
AC
333
AlphaCore Capital
California
$184K +$217 +7 +0.1%
Qube Research & Technologies (QRT)
334
Qube Research & Technologies (QRT)
United Kingdom
$161K -$63.4K -2,042 -30%
NSG
335
Nalls Sherbakoff Group
Tennessee
$161K +$590 +19 +0.4%
TWD
336
True Wealth Design
Ohio
$153K
OLVIG
337
Oliver Lagore Vanvalin Investment Group
Michigan
$151K +$35.9K +1,158 +34%
MA
338
MCF Advisors
Kentucky
$137K +$128K +4,132 New
PS
339
Planned Solutions
California
$130K +$121K +3,909 New
MSWM
340
McGlone Suttner Wealth Management
Wisconsin
$120K +$112K +3,600 New
MFA
341
McClarren Financial Advisors
Pennsylvania
$103K +$404 +13 +0.4%
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$103K +$96.1K +3,097 New
GWM
343
Geneos Wealth Management
Colorado
$74.1K +$50.1K +1,615 +263%
Citigroup
344
Citigroup
New York
$73.4K
NS
345
NBC Securities
Alabama
$72K
PFM
346
Phillips Financial Management
Indiana
$64.5K -$140K -4,510 -70%
OCM
347
Orion Capital Management
California
$61.4K +$1.65K +53 +3%
EA
348
Evolution Advisers
Virginia
$56K +$52.7K +1,699 New
CWP
349
Concord Wealth Partners
Virginia
$49.4K +$186 +6 +0.4%
ACA
350
Atlas Capital Advisors
Wyoming
$45.1K