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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
FWM
51
Fonville Wealth Management
Virginia
$24.2M +$857K +22,446 +4%
QFA
52
Quantum Financial Advisors
California
$23.8M +$3.82M +99,981 +20%
SIA
53
Spectrum Investment Advisors
Wisconsin
$23.5M +$229K +5,997 +1%
AFA
54
Alpha Financial Advisors
North Carolina
$23.2M +$1.68M +43,866 +8%
Stifel Financial
55
Stifel Financial
Missouri
$23.2M -$1.25M -32,815 -5%
AA
56
ACT Advisors
North Carolina
$21M +$1.3M +33,920 +7%
SDWIA
57
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$20.9M +$1.96M +51,324 +11%
SRWM
58
Shira Ridge Wealth Management
California
$20.9M -$228K -5,976 -1%
BHWM
59
Bay Harbor Wealth Management
Maryland
$20.8M +$3.27M +85,688 +20%
EFP
60
Envision Financial Planning
Tennessee
$20.3M +$2.75M +71,976 +16%
AC
61
AWM Capital
Arizona
$20.3M -$653K -17,103 -3%
HWM
62
Hemington Wealth Management
Virginia
$20.1M +$7.28M +190,727 +60%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$20.1M +$2.17M +56,834 +13%
MWM
64
Mission Wealth Management
California
$19.8M +$438K +11,470 +2%
MFA
65
Morling Financial Advisors
California
$19.5M +$720K +18,843 +4%
Pathstone Holdings
66
Pathstone Holdings
New Jersey
$19.3M +$2.31M +60,546 +14%
IA
67
IFP Advisors
Florida
$19.1M +$1.21M +31,721 +7%
HIG
68
Heritage Investment Group
Florida
$19M +$486K +12,722 +3%
V
69
VeraBank
Texas
$18.7M +$691K +18,092 +4%
Bank of America
70
Bank of America
North Carolina
$18.6M -$2.12M -55,559 -11%
AssetMark Inc
71
AssetMark Inc
California
$18.4M -$2.06M -53,858 -10%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$16.7M -$894K -23,403 -5%
ZF
73
Zhang Financial
Michigan
$16.4M +$36.9K +966 +0.2%
SWA
74
Sax Wealth Advisors
New Jersey
$16M +$36K +943 +0.2%
AF
75
Advisornet Financial
Minnesota
$15.9M +$1.82M +47,528 +13%