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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 %
TCM
451
Towercrest Capital Management
Pennsylvania
$337K
CCWM
452
Cassaday & Co Wealth Management
Virginia
$334K
TC
453
TownSquare Capital
Utah
$332K +$332K +5,645 New
NG
454
Norden Group
Utah
$332K +$332K +5,645 New
FWCM
455
Ferguson Wellman Capital Management
Oregon
$332K
AA
456
Apriem Advisors
California
$330K
GCA
457
Gradient Capital Advisors
California
$325K -$95.2K -1,618 -23%
CFGS
458
Concourse Financial Group Securities
Alabama
$325K -$2.53K -43 -0.8%
SWP
459
Strategic Wealth Partners
Ohio
$324K
SA
460
Sanctuary Advisors
Indiana
$321K +$321K +5,804 New
VFP
461
Verus Financial Partners
Virginia
$318K +$353 +6 +0.1%
LBC
462
Lowe Brockenbrough & Co
Virginia
$314K
AFS
463
Annapolis Financial Services
Maryland
$312K
ECM
464
Evergreen Capital Management
Washington
$312K
CCM
465
Coldstream Capital Management
Washington
$312K
AFG
466
Atomi Financial Group
New York
$310K +$310K +5,260 New
BWG
467
Beta Wealth Group
California
$309K +$20.8K +354 +7%
VW
468
Vance Wealth
California
$306K -$12K -204 -4%
WWC
469
Waypoint Wealth Counsel
Georgia
$306K
TPWA
470
TRUE Private Wealth Advisors
Oregon
$304K -$80.1K -1,362 -21%
CWAG
471
Compton Wealth Advisory Group
Virginia
$304K
CWA
472
Canvas Wealth Advisors
Kansas
$303K +$12.6K +214 +4%
SCM
473
SOL Capital Management
Maryland
$302K -$1.77K -30 -0.6%
BC
474
Burney Company
Virginia
$301K
NAM
475
NTV Asset Management
West Virginia
$301K