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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
GJIA
101
Glass Jacobson Investment Advisors
Maryland
$6.8M -$384K -12,385 -6%
BA
102
Bridge Advisory
California
$6.71M +$232K +7,479 +4%
FWM
103
FMB Wealth Management
California
$6.52M -$121K -3,894 -2%
DPI
104
Diversified Portfolios Inc
Michigan
$6.25M -$140K -4,514 -2%
CL
105
COWA LLC
Oklahoma
$6.14M -$118K -3,795 -2%
AHL
106
Abel Hall LLC
Louisiana
$6.11M +$5.7M +183,660 New
BPA
107
Beacon Pointe Advisors
California
$5.96M +$719K +23,150 +15%
MCA
108
Maryland Capital Advisors
Maryland
$5.96M +$714K +22,995 +15%
MCM
109
Morton Capital Management
California
$5.93M -$295K -9,519 -5%
ACA
110
American Capital Advisory
Idaho
$5.87M +$5.48M +176,457 New
WAM
111
Weinberger Asset Management
California
$5.65M +$677K +21,796 +15%
CWR
112
Chico Wealth RIA
California
$5.16M
PAG
113
Private Advisor Group
New Jersey
$5.15M +$207K +6,668 +4%
CA
114
CGN Advisors
Kansas
$5.04M +$41.8K +1,347 +0.9%
TFA
115
Teamwork Financial Advisors
Texas
$4.92M +$98.5K +3,174 +2%
HCM
116
Hutchinson Capital Management
California
$4.88M -$64.7K -2,084 -1%
HR
117
Hardy Reed
Mississippi
$4.73M -$141K -4,556 -3%
SRCM
118
Signature Resources Capital Management
California
$4.72M +$4.41M +141,912 New
HWM
119
Heirloom Wealth Management
Colorado
$4.65M +$714 +23 +0%
CAN
120
Cetera Advisor Networks
California
$4.59M +$3.88K +125 +0.1%
RJFSA
121
Raymond James Financial Services Advisors
Florida
$4.58M -$1.04M -33,621 -20%
RS
122
Retirement Solution
Washington
$4.57M -$2.07M -66,546 -33%
EFL
123
ERn Financial LLC
Wisconsin
$4.57M -$2.75M -88,589 -39%
CIAS
124
Capital Investment Advisory Services
North Carolina
$4.54M +$212K +6,825 +5%
MML Investors Services
125
MML Investors Services
Massachusetts
$4.52M -$397K -12,778 -9%