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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
PO
51
Private Ocean
California
$18.4M -$1.33M -38,366 -7%
KA
52
Kure Advisory
Minnesota
$18.3M +$746K +21,543 +4%
AssetMark Inc
53
AssetMark Inc
California
$18.3M -$551K -15,913 -3%
Bank of America
54
Bank of America
North Carolina
$18.3M +$1.08M +31,281 +7%
QFA
55
Quantum Financial Advisors
California
$18.3M +$13.9M +400,119 +402%
MWM
56
Mission Wealth Management
California
$18.2M +$1.86M +53,584 +12%
LPL Financial
57
LPL Financial
California
$17.8M +$8.58M +247,872 +103%
SDWIA
58
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$17.4M +$1.7M +49,209 +12%
HIG
59
Heritage Investment Group
Florida
$17M +$461K +13,323 +3%
MFA
60
Morling Financial Advisors
California
$17M +$14.4M +417,092 +888%
PL
61
Plancorp LLC
Missouri
$16.4M +$1.77M +51,094 +13%
V
62
VeraBank
Texas
$16.2M +$1.43M +41,349 +10%
EFP
63
Envision Financial Planning
Tennessee
$15.7M +$356K +10,284 +2%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$15.4M +$361K +10,419 +3%
ZF
65
Zhang Financial
Michigan
$15M +$105K +3,042 +0.7%
Pathstone Holdings
66
Pathstone Holdings
New Jersey
$14.6M +$289K +8,349 +2%
IA
67
IFP Advisors
Florida
$14.5M +$1.63M +47,032 +13%
SWA
68
Sax Wealth Advisors
New Jersey
$13.8M +$4.16M +120,175 +47%
TIM
69
Tortoise Investment Management
New York
$13.4M +$639K +18,454 +5%
PWA
70
Physician Wealth Advisors
Utah
$13.1M +$491K +14,192 +4%
PWM
71
Perigon Wealth Management
California
$13.1M -$5.58M -161,114 -31%
AF
72
Advisornet Financial
Minnesota
$13.1M -$612K -17,676 -5%
BHWM
73
Bay Harbor Wealth Management
Maryland
$12.5M +$947K +27,343 +9%
AFGAS
74
Allegiance Financial Group Advisory Services
Virginia
$12.4M +$1.14M +32,853 +11%
AA
75
Advisory Alpha
Michigan
$12.3M +$931K +26,875 +9%