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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
RSWA
176
Robinson Smith Wealth Advisors
Maine
$2.94M -$59.9K -1,567 -2%
MWM
177
Melfa Wealth Management
Massachusetts
$2.9M -$105K -2,736 -4%
VI
178
VanderPol Investments
Michigan
$2.84M +$160K +4,202 +6%
WIA
179
World Investment Advisors
California
$2.76M +$512K +13,405 +24%
MOS
180
MGO One Seven
Ohio
$2.7M +$104K +2,714 +4%
MWM
181
Meritas Wealth Management
California
$2.69M -$37K -970 -1%
MSWMA
182
Market Street Wealth Management Advisors
Indiana
$2.62M +$208K +5,454 +9%
PFG
183
Pinnacle Financial Group
Illinois
$2.61M -$5.84K -153 -0.2%
I
184
INVST
Indiana
$2.57M +$997K +26,090 +67%
RFP
185
RCS Financial Planning
Maryland
$2.53M -$101K -2,634 -4%
RGF
186
Retirement Guys Formula
Ohio
$2.45M +$98.2K +2,572 +4%
MFGM
187
Marshall Financial Group (Maryland)
Maryland
$2.34M -$112K -2,945 -5%
TLA
188
Tanglewood Legacy Advisors
Texas
$2.31M
FCBT
189
First Citizens Bank & Trust
North Carolina
$2.24M
LI
190
LRI Investments
Florida
$2.22M +$3.63K +95 +0.2%
IC
191
IEQ Capital
California
$2.18M +$3.51K +92 +0.2%
CFA
192
Cahill Financial Advisors
Minnesota
$2.12M +$89.1K +2,332 +5%
CPA
193
Capital Performance Advisors
California
$2.1M +$244K +6,398 +14%
EWA
194
Elevate Wealth Advisory
Georgia
$2.08M -$95K -2,487 -5%
AFG
195
Altiora Financial Group
Ohio
$2.07M +$51.8K +1,355 +3%
WA
196
Waverly Advisors
Alabama
$2.05M +$137K +3,588 +7%
FA
197
Financial Alternatives
California
$2.05M -$54.7K -1,433 -3%
LWM
198
Lakeridge Wealth Management
Ohio
$1.96M -$228K -5,974 -11%
BCI
199
Brinker Capital Investments
Pennsylvania
$1.96M +$30.6K +801 +2%
OPS
200
Orion Portfolio Solutions
Nebraska
$1.96M +$30.6K +801 +2%