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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
MWM
1
Modera Wealth Management
New Jersey
$162M -$583K -18,794 -0.4%
SFA
2
Sequoia Financial Advisors
Ohio
$118M +$10.5M +338,346 +11%
AWA
3
Aquire Wealth Advisors
Utah
$105M +$2.27M +73,206 +2%
BF
4
Blankinship & Foster
California
$88.7M +$117K +3,769 +0.1%
KA
5
Kooman & Associates
Pennsylvania
$83.6M +$3M +96,497 +4%
AF
6
Allworth Financial
California
$81.7M -$1.85M -59,752 -2%
MWP
7
Meridian Wealth Partners
Pennsylvania
$62.3M -$768K -24,755 -1%
AWM
8
AE Wealth Management
Kansas
$59.7M +$5.09M +163,847 +10%
SIG
9
Spinnaker Investment Group
California
$57M +$10.8M +349,070 +26%
BSW
10
Buckingham Strategic Wealth
Missouri
$56.1M +$9.16M +295,025 +21%
AWM
11
Arista Wealth Management
Nevada
$55.5M -$2.24M -72,161 -4%
BA
12
BCM Advisors
Louisiana
$53.7M +$3.51M +112,977 +8%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$44.3M +$881K +28,374 +2%
Betterment LLC
14
Betterment LLC
New York
$41.8M +$5.71M +184,048 +17%
RW
15
RVW Wealth
California
$40.7M +$1.38M +44,399 +4%
KF
16
Krilogy Financial
Missouri
$39.7M +$3.15M +101,618 +9%
EP
17
Essential Planning
New Hampshire
$39.1M +$29.1K +939 +0.1%
Corient Private Wealth
18
Corient Private Wealth
Florida
$38.5M +$1.07M +34,360 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$37.5M +$4.08M +131,484 +13%
HWM
20
HB Wealth Management
Georgia
$37.1M +$2.72M +87,715 +9%
FW
21
FirstPurpose Wealth
Utah
$35.5M +$2.9M +93,486 +10%
ACP
22
Aveo Capital Partners
Colorado
$33.6M +$1.17M +37,639 +4%
W
23
WPWealth
Texas
$31.8M +$3M +96,631 +11%
BJL
24
Brighton Jones LLC
Washington
$27.5M +$6.12M +197,021 +31%
PWMG
25
Pioneer Wealth Management Group
Texas
$26.1M +$8.61M +277,422 +55%