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Dimensional US Core Equity Market ETF

377 hedge funds and large institutions have $3.31B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 116 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 116

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $2.9B → $3.31B (+$402M)

5% more funds holding in top 10

Funds holding in top 10: 7377 (+4)

1% more funds holding

Funds holding: 372377 (+5)

1.47% less ownership

Funds ownership: 62.87%61.4% (-1.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
377
Holders Change
+5
Holders Change %
+1.34%
% of All Funds
5.43%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.11%
New
34
Increased
184
Reduced
116
Closed
24
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
26
Brighton Jones LLC
Washington
$33.5M +$3.08M +88,932 +11%
PWMG
27
Pioneer Wealth Management Group
Texas
$33.4M +$4.46M +128,822 +16%
TAM
28
TCP Asset Management
Ohio
$29.6M +$5.23M +151,008 +23%
RRCM
29
Rappaport Reiches Capital Management
Illinois
$29.3M +$3.22M +92,885 +13%
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$28.3M +$2M +57,668 +8%
VWA
31
Valued Wealth Advisors
Utah
$27.3M +$3.62M +104,617 +16%
Creative Planning
32
Creative Planning
Kansas
$25.8M +$254K +7,331 +1%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$25.8M +$3.7M +106,707 +18%
FCG
34
Financial Connections Group
California
$25.6M +$3.05M +88,051 +14%
PWM
35
PBMares Wealth Management
Virginia
$24.9M +$4.87M +140,498 +26%
LWM
36
Liberty Wealth Management
California
$24.7M +$896K +25,868 +4%
SHFA
37
SC&H Financial Advisors
Maryland
$23.4M +$1.15M +33,131 +5%
SC
38
Savant Capital
Illinois
$23M +$3.88M +112,152 +22%
AWM
39
Arista Wealth Management
Nevada
$23M -$36M -1,040,779 -62%
Stifel Financial
40
Stifel Financial
Missouri
$22.2M -$553K -15,964 -3%
SFG
41
Sterling Financial Group
California
$21.7M +$485K +14,007 +2%
AWM
42
Austin Wealth Management
Texas
$21.2M +$2.9M +83,847 +17%
SIA
43
Spectrum Investment Advisors
Wisconsin
$20.8M +$457K +13,190 +2%
AFA
44
Alpha Financial Advisors
North Carolina
$20.2M +$1.25M +36,140 +7%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$20M +$5.38M +155,305 +40%
HFA
46
Highland Financial Advisors
New Jersey
$19.4M -$240K -6,935 -1%
AC
47
AWM Capital
Arizona
$19.4M -$302K -8,717 -2%
SRWM
48
Shira Ridge Wealth Management
California
$19.3M -$399K -11,522 -2%
FWM
49
Fonville Wealth Management
Virginia
$18.7M +$3.15M +91,016 +22%
AA
50
ACT Advisors
North Carolina
$18.4M +$8.66K +250 +0%