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Dimensional US Core Equity 1 ETF

178 hedge funds and large institutions have $1.63B invested in Dimensional US Core Equity 1 ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 104 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
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
CPWM
26
Cypress Point Wealth Management
Texas
$16.4M
QFA
27
Quantum Financial Advisors
California
$16.3M
Osaic Holdings
28
Osaic Holdings
Arizona
$15.2M
BCI
29
Brinker Capital Investments
Pennsylvania
$15.1M
AFG
30
Altiora Financial Group
Ohio
$14.5M
HKIMG
31
Hutchens & Kramer Investment Management Group
Indiana
$14.4M
FIA
32
Foundations Investment Advisors
Arizona
$12.9M
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$12.2M
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$12M
EWA
35
EverSource Wealth Advisors
Alabama
$11.5M
BDWCC
36
B&D White Capital Company
Texas
$10.8M
Mariner
37
Mariner
Kansas
$10.6M
HIG
38
Heritage Investment Group
Florida
$9.56M
MCM
39
Morton Capital Management
California
$9.16M
PFG
40
Prospect Financial Group
Virginia
$8.33M
SAM
41
Smartleaf Asset Management
Massachusetts
$8.19M
DF
42
DecisionPoint Financial
Arizona
$8.19M
AFG
43
ABLE Financial Group
Arizona
$7.87M
ACS
44
Archford Capital Strategies
Illinois
$7.62M
TI
45
Truepoint Inc
Ohio
$7.37M
ACM
46
Aspen Capital Management
Idaho
$7.26M
HWM
47
HB Wealth Management
Georgia
$6.68M
PAS
48
Park Avenue Securities
New York
$6.43M
PL
49
Plancorp LLC
Missouri
$6.19M
WANY
50
Wealthspire Advisors (New York)
New York
$6M