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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
SPA
201
Shore Point Advisors
New Jersey
$1.95M +$37.5K +983 +2%
TCBWMS
202
Texas Capital Bank Wealth Management Services
Texas
$1.95M
MCA
203
Magnolia Capital Advisors
Mississippi
$1.94M -$168K -4,388 -8%
UWM
204
USAdvisors Wealth Management
Minnesota
$1.88M -$107K -2,798 -6%
BSSFA
205
Baron Silver Stevens Financial Advisors
Florida
$1.87M +$845K +22,120 +89%
AA
206
Auxano Advisors
Washington
$1.85M -$542K -14,203 -23%
HighTower Advisors
207
HighTower Advisors
Illinois
$1.77M +$76 +2 +0%
GCM
208
G2 Capital Management
Ohio
$1.75M +$104K +2,723 +7%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$1.75M +$134K +3,520 +9%
NA
210
NewEdge Advisors
Louisiana
$1.75M +$62.4K +1,634 +4%
BI
211
Beckerman Institutional
New Jersey
$1.63M +$1.57M +41,094 New
Wealthfront Advisers
212
Wealthfront Advisers
California
$1.6M +$534K +13,983 +53%
KIG
213
Kennedy Investment Group
New Jersey
$1.57M +$661K +17,307 +78%
AWA
214
Acorn Wealth Advisors
Michigan
$1.54M -$10.7K -281 -0.7%
FFWA
215
Forthright Family Wealth Advisory
Texas
$1.54M -$423K -11,078 -23%
KP
216
Keel Point
Alabama
$1.52M -$26.4K -690 -2%
BEW
217
Burton Enright Welch
California
$1.48M -$82K -2,147 -5%
FFM
218
Forum Financial Management
Illinois
$1.45M +$38 +1 +0%
TC
219
TownSquare Capital
Utah
$1.44M -$4.81K -126 -0.3%
FPCG
220
Forum Private Client Group
Indiana
$1.43M -$101K -2,643 -7%
VPWA
221
Vestia Personal Wealth Advisors
Indiana
$1.42M +$8.17K +214 +0.6%
EWP
222
Elevation Wealth Partners
California
$1.42M +$76.4K +1,999 +6%
OW
223
Olistico Wealth
Oklahoma
$1.38M -$210K -5,486 -14%
AIS
224
American Investment Services
Massachusetts
$1.37M -$981K -25,673 -43%
CFB
225
Cullen/Frost Bankers
Texas
$1.36M