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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
SFA
1
Sequoia Financial Advisors
Ohio
$191M +$16.9M +441,160 +10%
MWM
2
Modera Wealth Management
New Jersey
$146M -$12.8M -334,410 -8%
AWA
3
Aquire Wealth Advisors
Utah
$139M +$4.8M +125,737 +4%
AF
4
Allworth Financial
California
$114M +$18.9M +493,911 +21%
BF
5
Blankinship & Foster
California
$111M +$1.25M +32,606 +1%
KA
6
Kooman & Associates
Pennsylvania
$105M +$3.03M +79,374 +3%
OIA
7
OneDigital Investment Advisors
Kansas
$100M +$18.1M +475,125 +23%
SIG
8
Spinnaker Investment Group
California
$79.5M +$3.31M +86,747 +5%
AWM
9
Arista Wealth Management
Nevada
$75.5M +$1.91M +50,023 +3%
AWM
10
AE Wealth Management
Kansas
$72.9M +$5.64M +147,640 +9%
MWP
11
Meridian Wealth Partners
Pennsylvania
$72.6M -$2.93M -76,777 -4%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$66.4M +$63.9M +1,673,014 New
EW
13
Evoke Wealth
California
$64.7M +$62.2M +1,629,710 New
BA
14
BCM Advisors
Louisiana
$62.5M +$1.05M +27,390 +2%
HWM
15
HB Wealth Management
Georgia
$55.8M +$4.59M +120,053 +9%
KF
16
Krilogy Financial
Missouri
$55.4M +$1.3M +33,915 +2%
Corient Private Wealth
17
Corient Private Wealth
Florida
$53.5M +$2.33M +61,101 +5%
RW
18
RVW Wealth
California
$51.1M +$1.67M +43,704 +4%
DWM
19
Diversify Wealth Management
Utah
$49.9M +$1.47M +38,363 +3%
EP
20
Essential Planning
New Hampshire
$49.2M +$538K +14,073 +1%
WANY
21
Wealthspire Advisors (New York)
New York
$49.1M +$47.2M +1,236,727 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$48.9M -$2.18M -56,995 -4%
Betterment LLC
23
Betterment LLC
New York
$46.6M +$3.03M +79,374 +7%
W
24
WPWealth
Texas
$46.3M +$1.84M +48,191 +4%
Mariner
25
Mariner
Kansas
$41.7M +$1.37M +35,821 +4%