We are live on ! Find out more
DFAU icon

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
MWM
1
Modera Wealth Management
New Jersey
$153M -$23.8M -685,905 -14%
SFA
2
Sequoia Financial Advisors
Ohio
$134M +$4.39M +126,629 +4%
AWA
3
Aquire Wealth Advisors
Utah
$118M +$2.93M +84,558 +3%
BF
4
Blankinship & Foster
California
$101M +$3.73M +107,791 +4%
KA
5
Kooman & Associates
Pennsylvania
$92.5M +$643K +18,565 +0.7%
AF
6
Allworth Financial
California
$88.1M -$1.52M -43,799 -2%
MWP
7
Meridian Wealth Partners
Pennsylvania
$69.4M +$907K +26,188 +1%
SIG
8
Spinnaker Investment Group
California
$67.1M +$4.24M +122,414 +7%
BSW
9
Buckingham Strategic Wealth
Missouri
$60.9M -$735K -21,224 -1%
AWM
10
AE Wealth Management
Kansas
$58.4M -$5.53M -159,609 -9%
BA
11
BCM Advisors
Louisiana
$55.4M -$25.2K -727 -0%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$50.1M +$1.35M +38,871 +3%
EW
13
Evoke Wealth
California
$48.5M +$46M +1,327,786 New
RW
14
RVW Wealth
California
$45.3M +$513K +14,810 +1%
KF
15
Krilogy Financial
Missouri
$44.7M +$1.05M +30,297 +3%
Corient Private Wealth
16
Corient Private Wealth
Florida
$44.2M +$1.77M +51,035 +4%
HWM
17
HB Wealth Management
Georgia
$43.8M +$2.88M +83,148 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$42.1M +$902K +26,049 +2%
FW
19
FirstPurpose Wealth
Utah
$39.2M +$938K +27,091 +3%
EP
20
Essential Planning
New Hampshire
$39.2M +$51.6K +1,490 +0.1%
W
21
WPWealth
Texas
$37.8M +$2.7M +78,030 +8%
Betterment LLC
22
Betterment LLC
New York
$37.4M -$8.01M -231,237 -18%
ACP
23
Aveo Capital Partners
Colorado
$36.1M +$111K +3,193 +0.3%
OIA
24
OneDigital Investment Advisors
Kansas
$35M +$17.1M +492,555 +106%
Mariner
25
Mariner
Kansas
$33.8M +$5.07M +146,409 +19%