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Dimensional US Core Equity 1 ETF

214 hedge funds and large institutions have $1.71B invested in Dimensional US Core Equity 1 ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 131 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 38

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

10% more capital invested

Capital invested by funds: $1.55B → $1.71B (+$160M)

6% more funds holding

Funds holding: 202214 (+12)

0.28% more ownership

Funds ownership: 64.79%65.07% (+0.28%)

Holders
214
Holders Change
+12
Holders Change %
+5.94%
% of All Funds
2.64%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
23
Increased
131
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Smartleaf Asset Management
Massachusetts
$8.14M +$38.1K +510 +0.4%
CAM
52
CPA Asset Management
Florida
$7.98M +$6.08M +81,438 +279%
XPN
53
XY Planning Network
Montana
$7.7M +$759K +10,160 +11%
HWM
54
HB Wealth Management
Georgia
$7.4M +$33K +442 +0.4%
EFP
55
Elser Financial Planning
Indiana
$7.4M +$7.67M +102,763 New
BC
56
BDFS Capital
Delaware
$7.39M +$441K +5,902 +6%
ACS
57
Archford Capital Strategies
Illinois
$7.05M -$723K -9,680 -9%
STCOSD
58
Sageworth Trust Company of South Dakota
South Dakota
$6.94M +$28.6K +383 +0.4%
KFAS
59
Keating Financial Advisory Services
Kansas
$6.51M +$1.18M +15,848 +21%
IP
60
Integras Partners
Georgia
$6.49M +$6.73M +90,088 New
PL
61
Plancorp LLC
Missouri
$6.46M
W
62
WorthPointe
California
$6.34M +$118K +1,584 +2%
CCM
63
Cloud Capital Management
Washington
$6.14M -$485K -6,496 -7%
KAS
64
Kestra Advisory Services
Texas
$6.07M +$1.24M +16,623 +25%
BW
65
BIP Wealth
Georgia
$5.53M +$1.18M +15,816 +26%
CIAS
66
Capital Investment Advisory Services
North Carolina
$5.53M -$331K -4,426 -5%
E
67
EntreWealth
Texas
$5.44M
Cerity Partners
68
Cerity Partners
New York
$5.16M +$70.6K +945 +1%
Raymond James Financial
69
Raymond James Financial
Florida
$5.13M +$839K +11,232 +19%
LPL Financial
70
LPL Financial
California
$5.03M +$1.31M +17,529 +34%
TWA
71
TCI Wealth Advisors
Arizona
$5.02M +$494K +6,610 +10%
AOWM
72
Asset One Wealth Management
Washington
$5.01M +$4.82M +64,502 New
CWP
73
Cyndeo Wealth Partners
Florida
$4.84M +$171K +2,295 +4%
WANY
74
Wealthspire Advisors (New York)
New York
$4.78M -$149 -2 -0%
AFA
75
Amicus Financial Advisors
Texas
$4.71M +$1.3M +17,394 +36%