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Dimensional US Core Equity 1 ETF

202 hedge funds and large institutions have $1.55B invested in Dimensional US Core Equity 1 ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 101 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

130% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 44

12% more funds holding

Funds holding: 181202 (+21)

0.44% more ownership

Funds ownership: 64.35%64.79% (+0.44%)

5% less capital invested

Capital invested by funds: $1.63B → $1.55B (-$81.4M)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

Holders
202
Holders Change
+21
Holders Change %
+11.6%
% of All Funds
2.46%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.29%
New
36
Increased
101
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
26
SageOak Financial
Oklahoma
$19.5M -$418K -5,749 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$18.2M +$682K +9,375 +4%
CPWM
28
Cypress Point Wealth Management
Texas
$17.4M +$564K +7,756 +3%
QFA
29
Quantum Financial Advisors
California
$16.6M -$164K -2,255 -1%
BCI
30
Brinker Capital Investments
Pennsylvania
$16M +$570K +7,832 +4%
AFG
31
Altiora Financial Group
Ohio
$15.3M +$475K +6,530 +3%
HKIMG
32
Hutchens & Kramer Investment Management Group
Indiana
$14.7M -$2.11K -29 -0%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$14.1M +$1.67M +22,995 +14%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$13.6M +$1.32M +18,147 +11%
Mariner
35
Mariner
Kansas
$13.4M +$2.47M +34,013 +23%
EWA
36
EverSource Wealth Advisors
Alabama
$12.4M +$592K +8,145 +5%
BDWCC
37
B&D White Capital Company
Texas
$11M +$21.6K +297 +0.2%
MCM
38
Morton Capital Management
California
$10.3M +$866K +11,910 +9%
HA
39
Heffernan Advisory
Arizona
$10.1M +$9.95M +136,859 New
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$9.89M +$9.77M +134,300 New
HIG
41
Heritage Investment Group
Florida
$9.59M -$191K -2,631 -2%
MHS
42
M Holdings Securities
Oregon
$9.4M +$8.12M +111,674 +701%
AFG
43
ABLE Financial Group
Arizona
$8.87M +$809K +11,123 +10%
GCM
44
Gunpowder Capital Management
Maryland
$8.68M +$8.57M +117,823 New
SAM
45
Smartleaf Asset Management
Massachusetts
$8.56M +$85.9K +1,181 +1%
DF
46
DecisionPoint Financial
Arizona
$8.48M +$106K +1,461 +1%
PFG
47
Prospect Financial Group
Virginia
$8.45M -$75.6K -1,040 -0.9%
FFA
48
Farther Finance Advisors
California
$8.3M +$2.25M +30,975 +38%
PAS
49
Park Avenue Securities
New York
$8.24M +$1.64M +22,532 +25%
TI
50
Truepoint Inc
Ohio
$8.21M +$659K +9,061 +9%