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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
FWS
76
FinDec Wealth Services
California
$12.2M -$172K -4,962 -1%
PWS
77
Physician Wealth Solutions
Nevada
$12.1M +$1.5M +43,207 +15%
GPWA
78
Great Point Wealth Advisors
Massachusetts
$12M -$292K -8,424 -3%
WCWM
79
Willow Creek Wealth Management
California
$11.7M +$2.94K +85 +0%
MCM
80
MAI Capital Management
Ohio
$11.6M +$1.01M +29,022 +10%
SFS
81
Sowell Financial Services
Arkansas
$11.6M +$6.87M +198,501 +167%
JP Morgan Chase
82
JP Morgan Chase
New York
$11.5M +$1.24M +35,919 +13%
JWA
83
JFS Wealth Advisors
Pennsylvania
$11.4M +$599K +17,297 +6%
CPIG
84
Chicago Partners Investment Group
Illinois
$11.3M +$185K +5,346 +2%
CFO
85
CVA Family Office
Colorado
$11.3M +$634K +18,303 +6%
SSC
86
Syverson Strege & Co
Iowa
$10.8M -$386K -11,141 -4%
LFGO
87
Legacy Financial Group (Oklahoma)
Oklahoma
$10.3M +$317K +9,141 +3%
SFS
88
Security Financial Services
Indiana
$9.76M +$851K +24,587 +10%
RVPG
89
Relative Value Partners Group
$9.56M +$828K +23,903 +9%
ATI
90
ARK & TLK Investments
Oklahoma
$8.76M -$2.43M -70,048 -23%
LWA
91
Ledgewood Wealth Advisors
New Hampshire
$8.73M +$376K +10,872 +5%
CWM
92
Cherrydale Wealth Management
New Jersey
$8.69M -$461K -13,313 -5%
IWC
93
Integrated Wealth Concepts
Massachusetts
$8.69M -$671K -19,366 -8%
CCA
94
Clarity Capital Advisors
Florida
$8.65M +$456K +13,163 +6%
WWP
95
Walden Wealth Partners
Ohio
$8.59M +$83.8K +2,420 +1%
WP
96
WMS Partners
Maryland
$8.49M -$60.6K -1,749 -0.7%
JTWM
97
Jackson Thornton Wealth Management
Alabama
$8.48M -$77.7K -2,245 -1%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$8.08M +$129K +3,712 +2%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$8.02M +$2.53K +73 +0%
Osaic Holdings
100
Osaic Holdings
Arizona
$7.96M +$346K +10,001 +5%