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Dimensional US Core Equity 1 ETF

174 hedge funds and large institutions have $1.15B invested in Dimensional US Core Equity 1 ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
PFA
1
Pure Financial Advisors
California
$141M
YAL
2
Your Advocates Ltd
Texas
$67.2M
PCA
3
Prosperity Capital Advisors
Ohio
$57.1M
BJL
4
Brighton Jones LLC
Washington
$43.1M
PAG
5
Private Advisor Group
New Jersey
$37.8M
RK
6
Rather & Kittrell
Tennessee
$31.9M
OIA
7
OneDigital Investment Advisors
Kansas
$28.8M
MWA
8
Monograph Wealth Advisors
California
$27.3M
LI
9
LRI Investments
Florida
$27.3M
GOCP
10
Great Oak Capital Partners
Massachusetts
$25.4M
AC
11
Annandale Capital
Texas
$24.7M
BWM
12
BCO Wealth Management
New Mexico
$23.9M
SIM
13
Stratos Investment Management
Ohio
$23.5M
IWC
14
Integrated Wealth Concepts
Massachusetts
$22M
SHFA
15
SC&H Financial Advisors
Maryland
$21.9M
KSWWM
16
Keyes Stange & Wooten Wealth Management
Florida
$21.6M
KWM
17
KFG Wealth Management
Indiana
$20.3M
GWM
18
Geneos Wealth Management
Colorado
$20M
ST
19
Sageworth Trust
Pennsylvania
$19.8M
VPF
20
Vantage Point Financial
Illinois
$19.3M
HR
21
Hardy Reed
Mississippi
$18.9M
Betterment LLC
22
Betterment LLC
New York
$18.7M
SF
23
SageOak Financial
Oklahoma
$17.6M
QFA
24
Quantum Financial Advisors
California
$16M
RWM
25
Riverchase Wealth Management
Texas
$15.7M