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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
CCMI
351
Creative Capital Management Investments
California
$43.7K
AWM
352
Avior Wealth Management
Nebraska
$39.7K
WFA
353
West Financial Advisors
Iowa
$39.4K -$337K -10,841 -90%
MFT
354
Moisand Fitzgerald Tamayo
Florida
$36.8K +$7.36K +237 +27%
TRCT
355
Tower Research Capital (TRC)
New York
$28.1K -$273K -8,781 -91%
Bank of Montreal
356
Bank of Montreal
Ontario, Canada
$27.2K
Comerica Bank
357
Comerica Bank
Texas
$23.9K
MSFP
358
Mark Sheptoff Financial Planning
Connecticut
$18.3K
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$17K -$26K -837 -62%
WTA
360
Washington Trust Advisors
Massachusetts
$15.5K
SIC
361
Salem Investment Counselors
North Carolina
$14.6K
SPIA
362
Steward Partners Investment Advisory
New York
$14.3K -$373 -12 -3%
Wells Fargo
363
Wells Fargo
California
$9.78K -$13.2K -426 -59%
OSAM
364
O'Shaughnessy Asset Management
Connecticut
$8.64K
NP
365
NorthRock Partners
Minnesota
$8.51K +$7.95K +256 New
HI
366
Harbour Investments
Wisconsin
$6.28K +$5.87K +189 New
BHWM
367
Beaird Harris Wealth Management
Texas
$2.26K
FSWA
368
Financial Synergies Wealth Advisors
Texas
$2.02K
QC
369
Quent Capital
New York
$1.43K +$745 +24 +126%
NRG
370
Nemes Rush Group
Michigan
$898 +$838 +27 New
EWA
371
EverSource Wealth Advisors
Alabama
$301
SIS
372
Sound Income Strategies
Florida
$33
EW
373
Evoke Wealth
California
-$34.1M -1,137,192 Closed
WWM
374
Wolff Wiese Magana
California
-$3.5M -116,989 Closed
MA
375
Mutual Advisors
Nebraska
-$536K -17,910 Closed