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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 %
GTAM
551
Global Trust Asset Management
Florida
$120K
W
552
WealthCollab
Washington
$109K
SWM
553
Sanctuary Wealth Management
Idaho
$108K
AA
554
Atmos Advisory
Pennsylvania
$107K +$353 +6 +0.3%
PCM
555
Perritt Capital Management
Illinois
$103K +$294 +5 +0.3%
BCP
556
Blue Chip Partners
Michigan
$102K +$102K +1,732 New
OC
557
Oakworth Capital
Alabama
$100K
BFPW
558
BOK Financial Private Wealth
Colorado
$96.2K
SAM
559
S.A. Mason
Michigan
$87.7K
TFM
560
TFC Financial Management
Massachusetts
$76K +$177 +3 +0.2%
SFC
561
SYM Financial Corp
Indiana
$73.4K
OW
562
Olistico Wealth
Oklahoma
$69.4K +$69.4K +1,179 New
DSC
563
Duncker Streett & Co
Missouri
$68.8K
Russell Investments Group
564
Russell Investments Group
United Kingdom
$65.8K
PMFA
565
Plante Moran Financial Advisors
Michigan
$52.3K
GG
566
Gleason Group
Kentucky
$49.3K +$118 +2 +0.2%
CIAS
567
Capital Investment Advisory Services
North Carolina
$49.1K -$40.5K -689 -45%
AA
568
Ancora Advisors
Ohio
$46.2K
SN
569
Sittner & Nelson
Oregon
$43K
PA
570
Pineridge Advisors
Missouri
$33K
BC
571
Barrett & Company
Rhode Island
$31.5K
SS
572
Sunbelt Securities
Texas
$31.5K
Comerica Bank
573
Comerica Bank
Texas
$30.1K
TSMHT
574
Thurston Springer Miller Herd & Titak
Indiana
$27.4K +$27.4K +466 New
CA
575
Continuum Advisory
Idaho
$26.3K