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Dimensional US Core Equity 1 ETF

175 hedge funds and large institutions have $1.62B invested in Dimensional US Core Equity 1 ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 103 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Annandale Capital
Texas
$292M
PFA
2
Pure Financial Advisors
California
$156M
YAL
3
Your Advocates Ltd
Texas
$72.5M
PCA
4
Prosperity Capital Advisors
Ohio
$65.1M
BJL
5
Brighton Jones LLC
Washington
$56.9M
LI
6
LRI Investments
Florida
$45.4M
SIM
7
Stratos Investment Management
Ohio
$42.2M
RK
8
Rather & Kittrell
Tennessee
$39.5M
PAG
9
Private Advisor Group
New Jersey
$38M
MWA
10
Monograph Wealth Advisors
California
$31.3M
OIA
11
OneDigital Investment Advisors
Kansas
$31.1M
GOCP
12
Great Oak Capital Partners
Massachusetts
$27.9M
BWM
13
BCO Wealth Management
New Mexico
$26.8M
SHFA
14
SC&H Financial Advisors
Maryland
$26.8M
KSWWM
15
Keyes Stange & Wooten Wealth Management
Florida
$24.4M
IWC
16
Integrated Wealth Concepts
Massachusetts
$24.4M
KWM
17
KFG Wealth Management
Indiana
$22.6M
Betterment LLC
18
Betterment LLC
New York
$22.3M
GWM
19
Geneos Wealth Management
Colorado
$22.2M
ST
20
Sageworth Trust
Pennsylvania
$21.8M
VPF
21
Vantage Point Financial
Illinois
$21.7M
HR
22
Hardy Reed
Mississippi
$21.4M
RWM
23
Riverchase Wealth Management
Texas
$19.9M
SF
24
SageOak Financial
Oklahoma
$19.4M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$17.1M