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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
HIGP
351
Hill Investment Group Partners
Missouri
$230K
VPIM
352
Vanguard Personalized Indexing Management
California
$219K +$211K +5,525 New
CCA
353
Criterion Capital Advisors
Tennessee
$212K
LWM
354
Lodestone Wealth Management
Washington
$205K +$197K +5,169 New
BAM
355
BOS Asset Management
Illinois
$205K +$197K +5,168 New
EH
356
Equitable Holdings
New York
$203K +$195K +5,116 New
Ameriprise
357
Ameriprise
Minnesota
$200K +$193K +5,050 New
TWD
358
True Wealth Design
Ohio
$183K
PS
359
Planned Solutions
California
$155K +$149K +3,909 New
WSFS
360
Wilmington Savings Fund Society
Delaware
$150K +$145K +3,784 New
FPFS
361
First Personal Financial Services
North Carolina
$142K +$137K +3,581 New
OLVIG
362
Oliver Lagore Vanvalin Investment Group
Michigan
$128K +$9.47K +248 +8%
EWA
363
EP Wealth Advisors
California
$122K -$18.7K -490 -14%
GWM
364
Geneos Wealth Management
Colorado
$119K +$43.5K +1,139 +61%
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$107K -$33.1K -866 -24%
MG
366
MilWealth Group
Wisconsin
$106K +$102K +2,673 New
FVIM
367
Fort Vancouver Investment Management
Washington
$99.7K -$20.8K -545 -18%
KPP
368
Kings Path Partners
Texas
$93.3K -$4.35K -114 -5%
Citigroup
369
Citigroup
New York
$87.6K
ADL
370
Asset Dedication LLC
California
$84.9K +$78.2K +2,048 +2,251%
PFM
371
Phillips Financial Management
Indiana
$77.1K +$38 +1 +0.1%
DPW
372
DiNuzzo Private Wealth
Pennsylvania
$72.5K +$69.7K +1,826 New
EA
373
Evolution Advisers
Virginia
$67K
AWM
374
Avior Wealth Management
Nebraska
$48K
ACA
375
Atlas Capital Advisors
Wyoming
$47.7K -$9.74K -255 -18%