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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
LWM
176
Lakeridge Wealth Management
Ohio
$2.36M -$257K -7,434 -10%
Cerity Partners
177
Cerity Partners
New York
$2.32M -$512K -14,784 -19%
BWA
178
BCU Wealth Advisors
Illinois
$2.32M +$729K +21,042 +49%
RGF
179
Retirement Guys Formula
Ohio
$2.32M -$1.21M -35,025 -36%
VI
180
VanderPol Investments
Michigan
$2.28M +$121K +3,506 +6%
MOS
181
MGO One Seven
Ohio
$2.27M +$167K +4,813 +8%
BOSSRA
182
B.O.S.S. Retirement Advisors
Utah
$2.25M -$68.5K -1,978 -3%
EWA
183
Elevate Wealth Advisory
Georgia
$2.14M -$905K -26,145 -31%
FFA
184
Farther Finance Advisors
California
$2.14M +$434K +12,519 +27%
TLA
185
Tanglewood Legacy Advisors
Texas
$2.13M
FCBT
186
First Citizens Bank & Trust
North Carolina
$2.06M
CP
187
Canopy Partners
Ohio
$2.05M +$1.55M +44,793 +395%
FA
188
Financial Alternatives
California
$2.01M -$29.3K -845 -2%
SWP
189
Stratos Wealth Partners
Ohio
$2M
IC
190
IEQ Capital
California
$2M +$112K +3,229 +6%
MSWMA
191
Market Street Wealth Management Advisors
Indiana
$1.98M +$1.29M +37,145 +217%
LI
192
LRI Investments
Florida
$1.97M +$1.87M +53,858 New
AIS
193
American Investment Services
Massachusetts
$1.93M +$743K +21,454 +69%
UWM
194
USAdvisors Wealth Management
Minnesota
$1.91M +$67.7K +1,954 +4%
CFA
195
Cahill Financial Advisors
Minnesota
$1.87M
BCI
196
Brinker Capital Investments
Pennsylvania
$1.84M -$53.3K -1,540 -3%
OPS
197
Orion Portfolio Solutions
Nebraska
$1.84M -$53.3K -1,540 -3%
MCA
198
Magnolia Capital Advisors
Mississippi
$1.8M +$169K +4,887 +10%
TCBWMS
199
Texas Capital Bank Wealth Management Services
Texas
$1.79M +$499K +14,404 +42%
WA
200
Waverly Advisors
Alabama
$1.73M +$22.8K +658 +1%