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Dimensional US Core Equity Market ETF

372 hedge funds and large institutions have $2.9B invested in Dimensional US Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 98 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

580% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 10

73% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 98

20% more funds holding in top 10

Funds holding in top 10: 6173 (+12)

16% more funds holding

Funds holding: 320372 (+52)

16% more capital invested

Capital invested by funds: $2.5B → $2.9B (+$400M)

0% more call options, than puts

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

1.49% less ownership

Funds ownership: 64.36%62.87% (-1.5%)

Holders
372
Holders Change
+52
Holders Change %
+16.25%
% of All Funds
5.42%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.06%
New
68
Increased
170
Reduced
98
Closed
10
Calls
$5K
Puts
$5K
Net Calls
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
ATI
76
ARK & TLK Investments
Oklahoma
$10.3M +$9.61M +309,674 New
SSC
77
Syverson Strege & Co
Iowa
$10.2M +$43.3K +1,395 +0.5%
AFGAS
78
Allegiance Financial Group Advisory Services
Virginia
$10.2M +$1.32M +42,481 +16%
JWA
79
JFS Wealth Advisors
Pennsylvania
$9.83M +$63.9K +2,060 +0.7%
CFO
80
CVA Family Office
Colorado
$9.66M +$1.21M +39,107 +16%
MCM
81
MAI Capital Management
Ohio
$9.61M +$990K +31,885 +12%
PWS
82
Physician Wealth Solutions
Nevada
$9.53M +$8.9M +286,755 New
JP Morgan Chase
83
JP Morgan Chase
New York
$9.24M +$2.38M +76,564 +38%
LFGO
84
Legacy Financial Group (Oklahoma)
Oklahoma
$9.11M -$11.9K -383 -0.1%
RVPG
85
Relative Value Partners Group
$8.67M +$5.49M +176,808 +210%
SWA
86
Sax Wealth Advisors
New Jersey
$8.55M +$2.44M +78,589 +44%
IWC
87
Integrated Wealth Concepts
Massachusetts
$8.55M +$702K +22,602 +10%
CWM
88
Cherrydale Wealth Management
New Jersey
$8.35M +$49.5K +1,596 +0.6%
SFS
89
Security Financial Services
Indiana
$8.06M +$2.47M +79,498 +49%
LPL Financial
90
LPL Financial
California
$7.99M -$135K -4,344 -2%
WWP
91
Walden Wealth Partners
Ohio
$7.9M +$7.37M +237,501 New
JTWM
92
Jackson Thornton Wealth Management
Alabama
$7.79M +$4.31M +138,757 +145%
WP
93
WMS Partners
Maryland
$7.78M -$590K -18,991 -8%
LWA
94
Ledgewood Wealth Advisors
New Hampshire
$7.58M +$7.08M +227,970 New
CCA
95
Clarity Capital Advisors
Florida
$7.43M +$6.94M +223,591 New
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$7.29M -$554K -17,857 -8%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$7.23M -$2.93M -94,327 -30%
USCWA
98
U.S. Capital Wealth Advisors
Texas
$6.92M +$235K +7,556 +4%
Osaic Holdings
99
Osaic Holdings
Arizona
$6.91M -$340K -10,938 -5%
WCA
100
Waypoint Capital Advisors
Minnesota
$6.87M +$5.1M +164,363 +388%