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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 %
MG
401
Mather Group
Illinois
$486K
EP
402
Essential Planning
New Hampshire
$485K +$89.2K +1,516 +23%
PTC
403
Private Trust Company
Ohio
$478K +$163K +2,764 +52%
LA
404
Lynch & Associates
Indiana
$475K +$54.6K +927 +13%
RWM
405
Rockwood Wealth Management
Pennsylvania
$474K
FWTB
406
First Western Trust Bank
Colorado
$470K
CMP
407
Coston McIsaac & Partners
Maine
$460K +$460K +7,829 +195,725%
AIA
408
Allied Investment Advisors
Montana
$456K
NB
409
Nicolet Bankshares
Wisconsin
$455K
BMCM
410
Bryn Mawr Capital Management
Pennsylvania
$452K
PWA
411
PCG Wealth Advisors
Kansas
$442K
PC
412
Peavine Capital
Nevada
$437K
WWM
413
Westwood Wealth Management
California
$437K
RWRC
414
R.W. Roge & Company
New York
$432K -$2.06K -35 -0.5%
EFS
415
Essex Financial Services
Connecticut
$430K +$91.1K +1,587 +27%
SVWG
416
Shared Vision Wealth Group
United States
$429K
MFGP
417
Marshall Financial Group (Pennsylvania)
Pennsylvania
$426K +$426K +7,239 New
FRA
418
Frank Rimerman Advisors
California
$423K
EA
419
Efficient Advisors
Ohio
$423K -$12.4K -211 -3%
KBFS
420
Kohmann Bosshard Financial Services
Ohio
$422K -$10.6K -180 -2%
BCM
421
Becker Capital Management
Oregon
$415K
GCP
422
Gill Capital Partners
Colorado
$414K -$14.5K -246 -3%
GRP
423
Global Retirement Partners
California
$414K -$2.83K -48 -0.7%
RJT
424
Raymond James Trust
Florida
$414K
AWS
425
Atria Wealth Solutions
New York
$407K