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Dimensional US Equity ETF

588 hedge funds and large institutions have $6.75B invested in Dimensional US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 222 increasing their positions, 160 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+25
Holders Change %
+4.44%
% of All Funds
8.55%
Holding in Top 10
82
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.13%
% of All Funds
1.19%
New
46
Increased
222
Reduced
160
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWA
376
Geometric Wealth Advisors
District of Columbia
$582K
BCA
377
Bay Colony Advisors
Massachusetts
$570K +$6.18K +105 +1%
TFP
378
Traction Financial Partners
Wyoming
$566K -$11.7K -195 -2%
CSI
379
Cross Staff Investments
New York
$564K
Jones Financial Companies
380
Jones Financial Companies
Missouri
$559K +$559K +9,505 New
SVWAG
381
Sound View Wealth Advisors Group
Georgia
$557K
BF
382
Brogan Financial
Tennessee
$553K +$1.53K +26 +0.3%
MMA
383
Miracle Mile Advisors
California
$550K
IF
384
Ironwood Financial
Arizona
$550K
MCM
385
MAI Capital Management
Ohio
$536K -$79.1K -1,344 -13%
CIBC Private Wealth Group
386
CIBC Private Wealth Group
Georgia
$532K -$15.5K -259 -3%
DWA
387
Delap Wealth Advisory
Oregon
$531K +$265K +4,508 +100%
LGWM
388
Litman Gregory Wealth Management
California
$528K
HCM
389
Hollencrest Capital Management
California
$523K
CIA
390
Cladis Investment Advisory
Montana
$522K
TA
391
TFB Advisors
Kansas
$518K -$117K -1,992 -18%
QHA
392
Quarry Hill Advisors
Minnesota
$514K -$18.7K -317 -4%
BAWC
393
Boyce & Associates Wealth Consulting
Texas
$507K +$1.18K +20 +0.2%
MFS
394
Madrona Financial Services
Washington
$503K -$88.6K -1,505 -15%
PFA
395
Pure Financial Advisors
California
$501K -$13.6K -231 -3%
SFP
396
Sterling Financial Planning
New Jersey
$496K +$250K +4,255 +102%
FF
397
Francis Financial
$494K +$494K +8,400 New
AF
398
Advisornet Financial
Minnesota
$488K +$1.35K +23 +0.3%
FDCP
399
Foster Dykema Cabot & Partners
Massachusetts
$488K
IA
400
IFG Advisors
Missouri
$487K +$487K +8,276 New