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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
FFWA
201
Forthright Family Wealth Advisory
Texas
$1.73M +$202K +5,836 +14%
SPA
202
Shore Point Advisors
New Jersey
$1.71M +$67K +1,935 +4%
FPCG
203
Forum Private Client Group
Indiana
$1.68M -$157K -4,527 -9%
AFG
204
Altiora Financial Group
Ohio
$1.67M
CPA
205
Capital Performance Advisors
California
$1.66M -$25.5K -736 -2%
OW
206
Olistico Wealth
Oklahoma
$1.6M -$10.4K -301 -0.7%
AA
207
Ancora Advisors
Ohio
$1.54M -$951K -27,454 -40%
HighTower Advisors
208
HighTower Advisors
Illinois
$1.48M +$35 +1 +0%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$1.48M +$265K +7,665 +23%
GCM
210
G2 Capital Management
Ohio
$1.47M +$83K +2,398 +6%
BEW
211
Burton Enright Welch
California
$1.47M -$31.4K -907 -2%
LW
212
Lauer Wealth
Indiana
$1.46M +$390K +11,266 +38%
B
213
BetterWealth
California
$1.43M +$485 +14 +0%
AWA
214
Acorn Wealth Advisors
Michigan
$1.4M +$35.8K +1,035 +3%
NA
215
NewEdge Advisors
Louisiana
$1.38M -$1.34M -38,637 -51%
FFM
216
Forum Financial Management
Illinois
$1.33M
TC
217
TownSquare Capital
Utah
$1.33M -$15.6K -450 -1%
OA
218
Oceanside Advisors
South Carolina
$1.22M -$8.69K -251 -0.7%
WFAG
219
Wescott Financial Advisory Group
Pennsylvania
$1.22M +$1.39K +40 +0.1%
DAS
220
Dynamic Advisor Solutions
Arizona
$1.21M +$267K +7,711 +30%
CFA
221
Capstone Financial Advisors
Illinois
$1.2M -$5.96K -172 -0.5%
HHWM
222
Hiley Hunt Wealth Management
Nebraska
$1.16M +$210K +6,072 +24%
SWM
223
Spire Wealth Management
Virginia
$1.15M -$92.1K -2,659 -8%
LFA
224
Lauterbach Financial Advisors
Texas
$1.11M -$14.5K -418 -1%
UBS Group
225
UBS Group
Switzerland
$1.09M +$218K +6,293 +27%