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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
USCWA
101
U.S. Capital Wealth Advisors
Texas
$7.67M +$54.8K +1,583 +0.8%
WCA
102
Waypoint Capital Advisors
Minnesota
$7.55M +$69 +2 +0%
BA
103
Bridge Advisory
California
$7.41M +$36.5K +1,055 +0.5%
FWM
104
FMB Wealth Management
California
$7.29M +$122K +3,509 +2%
BPA
105
Beacon Pointe Advisors
California
$7.04M +$465K +13,438 +7%
GJIA
106
Glass Jacobson Investment Advisors
Maryland
$6.97M -$478K -13,789 -7%
MCA
107
Maryland Capital Advisors
Maryland
$6.94M +$374K +10,795 +6%
DPI
108
Diversified Portfolios Inc
Michigan
$6.73M -$135K -3,892 -2%
AHL
109
Abel Hall LLC
Louisiana
$6.71M -$2.94K -85 -0%
WAM
110
Weinberger Asset Management
California
$6.68M +$441K +12,732 +7%
TFA
111
Teamwork Financial Advisors
Texas
$6.58M +$1.1M +31,867 +22%
PAG
112
Private Advisor Group
New Jersey
$6.45M +$750K +21,665 +14%
CB
113
Centennial Bank
Arkansas
$6.43M +$6.1M +176,061 New
HWM
114
Hemington Wealth Management
Virginia
$6.43M +$6.09M +175,855 New
MCM
115
Morton Capital Management
California
$6.32M -$181K -5,226 -3%
CL
116
COWA LLC
Oklahoma
$6.3M -$431K -12,440 -7%
AFS
117
Annapolis Financial Services
Maryland
$6.2M -$19.6M -564,993 -77%
CA
118
CGN Advisors
Kansas
$6.1M +$538K +15,541 +10%
CWR
119
Chico Wealth RIA
California
$5.67M
HCM
120
Hutchinson Capital Management
California
$5.58M +$210K +6,069 +4%
MML Investors Services
121
MML Investors Services
Massachusetts
$5.54M +$542K +15,644 +12%
CAN
122
Cetera Advisor Networks
California
$5.44M +$378K +10,910 +8%
HWM
123
Heirloom Wealth Management
Colorado
$5.3M +$181K +5,240 +4%
RJFSA
124
Raymond James Financial Services Advisors
Florida
$5.2M +$157K +4,534 +3%
CW
125
CreativeOne Wealth
Kansas
$5.2M +$4.93M +142,254 New