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Dimensional US Core Equity 1 ETF

182 hedge funds and large institutions have $1.64B invested in Dimensional US Core Equity 1 ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 106 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 35

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

41% more capital invested

Capital invested by funds: $1.16B → $1.64B (+$472M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

3% more funds holding

Funds holding: 177182 (+5)

0.2% less ownership

Funds ownership: 64.67%64.47% (-0.2%)

Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
2.39%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.34%
New
16
Increased
106
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
26
Cypress Point Wealth Management
Texas
$16.4M +$75.3K +1,082 +0.5%
QFA
27
Quantum Financial Advisors
California
$16.3M -$829K -11,912 -5%
Osaic Holdings
28
Osaic Holdings
Arizona
$15.2M +$1.85M +26,573 +14%
BCI
29
Brinker Capital Investments
Pennsylvania
$15.1M +$374K +5,373 +3%
AFG
30
Altiora Financial Group
Ohio
$14.5M -$257K -3,697 -2%
HKIMG
31
Hutchens & Kramer Investment Management Group
Indiana
$14.4M -$251K -3,606 -2%
FIA
32
Foundations Investment Advisors
Arizona
$12.9M +$12.5M +179,133 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$12.2M +$2.29M +32,919 +24%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$12M +$3.44M +49,404 +42%
EWA
35
EverSource Wealth Advisors
Alabama
$11.5M +$1.96M +28,144 +21%
BDWCC
36
B&D White Capital Company
Texas
$10.8M +$1.3M +18,721 +14%
Mariner
37
Mariner
Kansas
$10.6M +$2.78M +39,964 +37%
HIG
38
Heritage Investment Group
Florida
$9.56M -$91.5K -1,315 -1%
MCM
39
Morton Capital Management
California
$9.16M +$1.77M +25,408 +25%
PFG
40
Prospect Financial Group
Virginia
$8.33M +$180K +2,588 +2%
SAM
41
Smartleaf Asset Management
Massachusetts
$8.19M -$40.1K -577 -0.5%
DF
42
DecisionPoint Financial
Arizona
$8.19M +$6.61K +95 +0.1%
AFG
43
ABLE Financial Group
Arizona
$7.87M +$22.4K +322 +0.3%
ACS
44
Archford Capital Strategies
Illinois
$7.62M +$75.6K +1,087 +1%
TI
45
Truepoint Inc
Ohio
$7.37M +$733K +10,538 +11%
ACM
46
Aspen Capital Management
Idaho
$7.26M +$1.17M +16,789 +20%
HWM
47
HB Wealth Management
Georgia
$6.68M +$2.11M +30,279 +48%
PAS
48
Park Avenue Securities
New York
$6.43M +$3.01M +43,329 +94%
PL
49
Plancorp LLC
Missouri
$6.19M
WANY
50
Wealthspire Advisors (New York)
New York
$6M +$974 +14 +0%