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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
SPA
201
Shore Point Advisors
New Jersey
$1.5M +$39.6K +1,276 +3%
OW
202
Olistico Wealth
Oklahoma
$1.47M -$781K -25,162 -36%
BWA
203
BCU Wealth Advisors
Illinois
$1.41M +$1.32M +42,532 New
FFWA
204
Forthright Family Wealth Advisory
Texas
$1.38M +$1.29M +41,517 New
BEW
205
Burton Enright Welch
California
$1.36M -$2.51K -81 -0.2%
HighTower Advisors
206
HighTower Advisors
Illinois
$1.35M -$29.5K -949 -2%
CFB
207
Cullen/Frost Bankers
Texas
$1.33M +$1.24M +39,894 New
B
208
BetterWealth
California
$1.3M +$1.22M +39,150 New
GCM
209
G2 Capital Management
Ohio
$1.26M +$156K +5,029 +15%
AWA
210
Acorn Wealth Advisors
Michigan
$1.24M +$99.9K +3,218 +9%
CFG
211
Cooper Financial Group
California
$1.23M +$2.2K +71 +0.2%
TC
212
TownSquare Capital
Utah
$1.22M -$176K -5,670 -13%
FFM
213
Forum Financial Management
Illinois
$1.21M -$186 -6 -0%
Renaissance Technologies
214
Renaissance Technologies
New York
$1.19M +$528K +17,000 +90%
JCM
215
Jacobi Capital Management
Pennsylvania
$1.17M +$579K +18,656 +112%
PCM
216
Parsons Capital Management
Rhode Island
$1.16M +$42.1K +1,356 +4%
TCBWMS
217
Texas Capital Bank Wealth Management Services
Texas
$1.15M +$63.4K +2,043 +6%
SWM
218
Spire Wealth Management
Virginia
$1.15M +$569K +18,330 +116%
OA
219
Oceanside Advisors
South Carolina
$1.12M +$1.05M +33,752 New
WFAG
220
Wescott Financial Advisory Group
Pennsylvania
$1.11M +$2.42K +78 +0.2%
CFA
221
Capstone Financial Advisors
Illinois
$1.09M +$155 +5 +0%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$1.09M +$2.14K +69 +0.2%
AIS
223
American Investment Services
Massachusetts
$1.04M +$98.7K +3,180 +11%
LFA
224
Lauterbach Financial Advisors
Texas
$1.02M +$41.9K +1,350 +5%
EAM
225
Evanson Asset Management
California
$1.01M -$13.2K -426 -1%