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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
SFC
326
Sprinkle Financial Consultants
Colorado
$336K +$878 +23 +0.3%
EB
327
Emprise Bank
Kansas
$335K -$55.9K -1,464 -15%
HWMC
328
Heritage Wealth Management (California)
California
$329K
CFD
329
Creative Financial Designs
Indiana
$329K +$878 +23 +0.3%
FM
330
Foster & Motley
Ohio
$327K
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$319K +$301K +7,879 New
VF
332
Vawter Financial
Ohio
$297K -$11.8K -310 -4%
BTI
333
Blue Trust Inc
Georgia
$295K -$8.52K -223 -3%
BIG
334
Builder Investment Group
Georgia
$292K +$18.8K +493 +7%
SAM
335
Smartleaf Asset Management
Massachusetts
$290K +$191 +5 +0.1%
Financial Engines Advisors
336
Financial Engines Advisors
California
$279K +$13.1K +343 +5%
IFA
337
Index Fund Advisors
California
$271K
LCM
338
Liberty Capital Management
Michigan
$268K
JIC
339
Joel Isaacson & Co
New York
$265K +$255K +6,684 New
AG
340
Ascent Group
Virginia
$261K
FWI
341
Facet Wealth Inc
Maryland
$260K
WA
342
Wealthstream Advisors
New York
$260K +$267 +7 +0.1%
PHWM
343
Pine Harbor Wealth Management
Maryland
$260K
GLLW
344
Graves Light Lenhart Wealth
Virginia
$258K
TWC
345
TD Waterhouse Canada
Ontario, Canada
$247K
CSWM
346
Cassady Schiller Wealth Management
Ohio
$247K
BWA
347
Blodgett Wealth Advisors
California
$241K
MF
348
Montis Financial
Massachusetts
$241K +$23.7K +620 +11%
AWAG
349
ARS Wealth Advisors Group
Florida
$237K
Neuberger Berman Group
350
Neuberger Berman Group
New York
$232K