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Dimensional US Equity ETF

589 hedge funds and large institutions have $6.76B invested in Dimensional US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 223 increasing their positions, 160 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+25
Holders Change %
+4.43%
% of All Funds
8.57%
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
223
Reduced
160
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
426
Atria Wealth Solutions
New York
$407K
EBA
427
Eagle Bay Advisors
New York
$407K -$13.6K -231 -3%
WN
428
Williams & Novak
California
$407K +$407K +6,909 New
Kovitz Investment Group Partners
429
Kovitz Investment Group Partners
Illinois
$405K
BPWM
430
Badgley Phelps Wealth Managers
Washington
$403K
CIA
431
Cape Investment Advisory
Georgia
$396K +$26.8K +455 +7%
C
432
Certuity
Florida
$396K -$4.12K -70 -1%
BSSFA
433
Baron Silver Stevens Financial Advisors
Florida
$393K
PWM
434
Penobscot Wealth Management
Maine
$391K
GA
435
Greenspring Advisors
Maryland
$383K
GKWIM
436
Gerber Kawasaki Wealth & Investment Management
California
$381K
GWM
437
GSB Wealth Management
Connecticut
$377K -$5.89K -100 -2%
HKIMG
438
Hutchens & Kramer Investment Management Group
Indiana
$375K +$5.25K +89 +1%
AG
439
Ascent Group
Virginia
$367K -$112K -1,898 -23%
R
440
Rebalance
California
$366K +$1K +17 +0.3%
KS
441
Karpas Strategies
Connecticut
$365K +$73.9K +1,256 +25%
SRCM
442
Signature Resources Capital Management
California
$364K
CCMG
443
Clark Capital Management Group
Pennsylvania
$362K +$362K +6,153 New
EWM
444
Evercore Wealth Management
New York
$360K
CTC
445
Central Trust Company
Missouri
$359K
VCM
446
Versant Capital Management
Arizona
$341K +$647 +11 +0.2%
PPP
447
Private Portfolio Partners
New Jersey
$339K -$32.2K -547 -9%
SHJ
448
Sharkey, Howes & Javer
Colorado
$339K -$39.8K -677 -11%
PWM
449
Perigon Wealth Management
California
$339K +$339K +5,759 New
AWMG
450
Alliance Wealth Management Group
New Jersey
$337K