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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
MCM
76
MAI Capital Management
Ohio
$15.9M +$1.14M +29,722 +8%
PWM
77
Perigon Wealth Management
California
$15.8M -$144K -3,760 -0.9%
AFGAS
78
Allegiance Financial Group Advisory Services
Virginia
$15.7M +$835K +21,874 +6%
TIM
79
Tortoise Investment Management
New York
$15.5M +$174K +4,561 +1%
PWA
80
Physician Wealth Advisors
Utah
$15M -$146K -3,831 -1%
JP Morgan Chase
81
JP Morgan Chase
New York
$13.7M +$475K +12,432 +4%
JWA
82
JFS Wealth Advisors
Pennsylvania
$13.5M +$688K +18,020 +6%
SFS
83
Security Financial Services
Indiana
$13.5M +$784K +20,528 +6%
CFO
84
CVA Family Office
Colorado
$13.5M +$719K +18,834 +6%
SFS
85
Sowell Financial Services
Arkansas
$13.2M +$455K +11,914 +4%
FWS
86
FinDec Wealth Services
California
$13.1M +$96.4K +2,524 +0.8%
LWA
87
Ledgewood Wealth Advisors
New Hampshire
$12.9M +$2.75M +71,998 +28%
GPWA
88
Great Point Wealth Advisors
Massachusetts
$12.9M -$11.4K -299 -0.1%
WCWM
89
Willow Creek Wealth Management
California
$12.8M +$65.6K +1,717 +0.5%
CPIG
90
Chicago Partners Investment Group
Illinois
$12.3M -$332K -8,682 -3%
SSC
91
Syverson Strege & Co
Iowa
$12.1M +$221K +5,796 +2%
LFGO
92
Legacy Financial Group (Oklahoma)
Oklahoma
$11.4M +$163K +4,264 +1%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$10.9M +$2.88M +75,416 +38%
CB
94
Centennial Bank
Arkansas
$10.8M +$852K +22,298 +9%
CCA
95
Clarity Capital Advisors
Florida
$10.6M +$503K +13,162 +5%
CWM
96
Cherrydale Wealth Management
New Jersey
$9.65M +$332K +8,697 +4%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$8.97M +$170K +4,446 +2%
JTWM
98
Jackson Thornton Wealth Management
Alabama
$8.94M -$51.9K -1,358 -0.6%
WP
99
WMS Partners
Maryland
$8.78M -$206K -5,386 -2%
LW
100
Lauer Wealth
Indiana
$8.63M +$462K +12,101 +6%