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Dimensional US Core Equity Market ETF

395 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, 121 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.71%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
29
Increased
194
Reduced
121
Closed
15
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Shares
Change %
VPIM
351
Vanguard Personalized Indexing Management
California
$219K +$219K +5,525 New
CCA
352
Criterion Capital Advisors
Tennessee
$212K
LWM
353
Lodestone Wealth Management
Washington
$205K +$205K +5,169 New
BAM
354
BOS Asset Management
Illinois
$205K +$205K +5,168 New
EH
355
Equitable Holdings
New York
$203K +$203K +5,116 New
Ameriprise
356
Ameriprise
Minnesota
$200K +$200K +5,050 New
TWD
357
True Wealth Design
Ohio
$183K
PS
358
Planned Solutions
California
$155K +$155K +3,909 New
WSFS
359
Wilmington Savings Fund Society
Delaware
$150K +$150K +3,784 New
FPFS
360
First Personal Financial Services
North Carolina
$142K +$142K +3,581 New
OLVIG
361
Oliver Lagore Vanvalin Investment Group
Michigan
$128K +$9.84K +248 +8%
EWA
362
EP Wealth Advisors
California
$122K -$19.4K -490 -14%
GWM
363
Geneos Wealth Management
Colorado
$119K +$45.2K +1,139 +61%
Qube Research & Technologies (QRT)
364
Qube Research & Technologies (QRT)
United Kingdom
$107K -$34.4K -866 -24%
MG
365
MilWealth Group
Wisconsin
$106K +$106K +2,673 New
FVIM
366
Fort Vancouver Investment Management
Washington
$99.7K -$21.6K -545 -18%
KPP
367
Kings Path Partners
Texas
$93.3K -$4.53K -114 -5%
Citigroup
368
Citigroup
New York
$87.6K
ADL
369
Asset Dedication LLC
California
$84.9K +$81.3K +2,048 +2,251%
PFM
370
Phillips Financial Management
Indiana
$77.1K +$40 +1 +0.1%
DPW
371
DiNuzzo Private Wealth
Pennsylvania
$72.5K +$72.5K +1,826 New
EA
372
Evolution Advisers
Virginia
$67K
AWM
373
Avior Wealth Management
Nebraska
$48K
ACA
374
Atlas Capital Advisors
Wyoming
$47.7K -$10.1K -255 -18%
MFT
375
Moisand Fitzgerald Tamayo
Florida
$43.9K