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Dimensional US Core Equity Market ETF

463 hedge funds and large institutions have $7.88B invested in Dimensional US Core Equity Market ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 203 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,192.3% more ownership

Funds ownership: 63.21%1,255.5% (+1,192%)

469% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 16

92% more capital invested

Capital invested by funds: $4.11B → $7.88B (+$3.77B)

72% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 118

69% more call options, than puts

Call options by funds: $27K | Put options by funds: $16K

32% more funds holding in top 10

Funds holding in top 10: 7396 (+23)

17% more funds holding

Funds holding: 396463 (+67)

Holders
463
Holders Change
+67
Holders Change %
+16.92%
% of All Funds
6.1%
Holding in Top 10
96
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+31.51%
% of All Funds
1.26%
New
91
Increased
203
Reduced
118
Closed
16
Calls
$27K
Puts
$16K
Net Calls
+$11K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
LFGO
101
Legacy Financial Group (Oklahoma)
Oklahoma
$11.7M -$88.3K -2,161 -0.7%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$11.6M +$474K +11,607 +4%
CCA
103
Clarity Capital Advisors
Florida
$11.2M +$408K +9,978 +4%
IWC
104
Integrated Wealth Concepts
Massachusetts
$11.2M +$3.37M +82,405 +43%
FWS
105
FinDec Wealth Services
California
$11.1M -$2.23M -54,607 -17%
CB
106
Centennial Bank
Arkansas
$10.9M -$113K -2,767 -1%
FFG
107
First Financial Group
North Carolina
$10.1M +$10.2M +249,473 New
CWM
108
Cherrydale Wealth Management
New Jersey
$9.88M +$37.3K +913 +0.4%
Raymond James Financial
109
Raymond James Financial
Florida
$9.84M +$9.93M +243,055 New
JTWM
110
Jackson Thornton Wealth Management
Alabama
$9.51M +$391K +9,570 +4%
WAM
111
Weinberger Asset Management
California
$9.02M +$580K +14,191 +7%
WP
112
WMS Partners
Maryland
$8.92M -$38.2K -934 -0.4%
LW
113
Lauer Wealth
Indiana
$8.88M +$136K +3,322 +2%
Cerity Partners
114
Cerity Partners
New York
$8.77M +$1.19M +29,029 +15%
MCA
115
Maryland Capital Advisors
Maryland
$8.77M +$632K +15,460 +8%
USCWA
116
U.S. Capital Wealth Advisors
Texas
$8.66M +$20.7K +507 +0.2%
GJIA
117
Glass Jacobson Investment Advisors
Maryland
$8.65M +$141K +3,450 +2%
SIS
118
Strategic Investment Solutions
Illinois
$8.65M +$941K +23,030 +12%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$8.49M +$98K +2,398 +1%
MML Investors Services
120
MML Investors Services
Massachusetts
$8.3M +$140K +3,419 +2%
FWM
121
FMB Wealth Management
California
$8.29M +$248K +6,071 +3%
PAM
122
Pacific Asset Management
Washington
$8.23M +$8.3M +203,178 New
FFA
123
Farther Finance Advisors
California
$8.21M -$402K -9,838 -5%
CPIG
124
Chicago Partners Investment Group
Illinois
$8.09M -$4.47M -109,368 -36%
HCM
125
Hutchinson Capital Management
California
$8.09M +$716K +17,531 +10%