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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
IFA
326
Index Fund Advisors
California
$249K
EFG
327
Ethos Financial Group
Pennsylvania
$247K +$234K +6,750 New
LCM
328
Liberty Capital Management
Michigan
$246K
AG
329
Ascent Group
Virginia
$240K
PHWM
330
Pine Harbor Wealth Management
Maryland
$239K
GLLW
331
Graves Light Lenhart Wealth
Virginia
$237K -$29.3K -845 -12%
FWI
332
Facet Wealth Inc
Maryland
$237K +$228K +6,587 New
SIMC
333
Squire Investment Management Company
Utah
$230K -$3.12K -90 -1%
TWC
334
TD Waterhouse Canada
Ontario, Canada
$228K
CSWM
335
Cassady Schiller Wealth Management
Ohio
$227K
BWA
336
Blodgett Wealth Advisors
California
$222K
AWAG
337
ARS Wealth Advisors Group
Florida
$218K +$206K +5,960 New
WA
338
Wealthstream Advisors
New York
$217K +$206K +5,941 New
MFGP
339
Marshall Financial Group (Pennsylvania)
Pennsylvania
$211K +$200K +5,774 New
CCA
340
Criterion Capital Advisors
Tennessee
$207K -$11.8K -340 -6%
SWM
341
Soundmark Wealth Management
Washington
$204K +$193K +5,569 New
TWD
342
True Wealth Design
Ohio
$168K
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$133K +$109K +3,142 +617%
Wells Fargo
344
Wells Fargo
California
$95.1K +$79.9K +2,308 +785%
Citigroup
345
Citigroup
New York
$80.7K
OLVIG
346
Oliver Lagore Vanvalin Investment Group
Michigan
$78.2K -$83.6K -2,414 -53%
PFM
347
Phillips Financial Management
Indiana
$70.9K +$35 +1 +0.1%
EA
348
Evolution Advisers
Virginia
$63K
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$61.3K -$49.1K -1,419 -46%
GWM
350
Geneos Wealth Management
Colorado
$59K -$21.3K -615 -28%