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Dimensional US Core Equity Market ETF

384 hedge funds and large institutions have $3.67B invested in Dimensional US Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 195 increasing their positions, 106 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
5.59%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.09%
New
29
Increased
195
Reduced
106
Closed
17
Calls
$2.58M
Puts
Net Calls
+$2.58M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
376
Asset Dedication LLC
California
$3.41K -$12.1K -323 -78%
WFA
377
West Financial Advisors
Iowa
$3.38K -$41K -1,094 -92%
QC
378
Quent Capital
New York
$3.34K +$1.35K +36 +68%
Wells Fargo
379
Wells Fargo
California
$3.11K -$94.4K -2,519 -97%
BHWM
380
Beaird Harris Wealth Management
Texas
$2.55K
EWA
381
EverSource Wealth Advisors
Alabama
$2.45K
S
382
SignatureFD
Georgia
$2.17K +$2.17K +58 New
SIS
383
Sound Income Strategies
Florida
$37
Fidelity Investments
384
Fidelity Investments
Massachusetts
$37
EW
385
Evoke Wealth
California
-$48.5M -1,327,786 Closed
RVPG
386
Relative Value Partners Group
-$9.56M -284,726 Closed
TFA
387
Teamwork Financial Advisors
Texas
-$6.58M -179,954 Closed
CW
388
CreativeOne Wealth
Kansas
-$5.2M -142,254 Closed
PS
389
Portfolio Strategies
New York
-$5.2M -142,252 Closed
B
390
BetterWealth
California
-$1.43M -39,164 Closed
HWP
391
Hibernia Wealth Partners
Louisiana
-$466K -12,765 Closed
SFPM
392
Sensible Financial Planning & Management
Massachusetts
-$384K -10,522 Closed
1WM
393
1900 Wealth Management
Texas
-$320K -8,748 Closed
MFS
394
Madrona Financial Services
Washington
-$304K -8,331 Closed
SAM
395
Synergy Asset Management
Washington
-$279K -7,638 Closed
QC
396
Quadrature Capital
United Kingdom
-$268K -7,333 Closed
MFGP
397
Marshall Financial Group (Pennsylvania)
Pennsylvania
-$211K -5,774 Closed
SWM
398
Soundmark Wealth Management
Washington
-$204K -5,569 Closed
KSWA
399
Kathleen S. Wright Associates
Pennsylvania
-$10.2K -280 Closed
NP
400
NorthRock Partners
Minnesota
-$9.35K -256 Closed