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Dimensional US Core Equity 1 ETF

139 hedge funds and large institutions have $1B invested in Dimensional US Core Equity 1 ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
1.89%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
23
Increased
89
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TC
51
TownSquare Capital
Utah
$3.19M +$501K +8,161 +19%
TI
52
Truepoint Inc
Ohio
$3.17M +$547K +8,918 +21%
Jane Street
53
Jane Street
New York
$3.08M +$3.08M +50,164 New
WANY
54
Wealthspire Advisors (New York)
New York
$3.05M +$528K +8,604 +21%
SIM
55
Stratos Investment Management
Ohio
$3.04M +$758K +12,356 +33%
Osaic Holdings
56
Osaic Holdings
Arizona
$2.89M -$4.15M -67,636 -59%
Truist Financial
57
Truist Financial
North Carolina
$2.84M -$126K -2,062 -4%
MSFS
58
Main Street Financial Solutions
Pennsylvania
$2.81M +$316K +5,146 +13%
FWM
59
FMB Wealth Management
California
$2.61M +$94.6K +1,543 +4%
CW
60
CreativeOne Wealth
Kansas
$2.41M +$692K +11,278 +40%
BW
61
BIP Wealth
Georgia
$2.36M +$648K +10,573 +38%
UWM
62
USAdvisors Wealth Management
Minnesota
$2.32M +$2.32M +37,812 New
IAG
63
Investment Advisory Group
Massachusetts
$2.16M +$160K +2,602 +8%
MEG
64
Millstone Evans Group
Colorado
$2.14M +$79.7K +1,299 +4%
EP
65
Essential Planning
New Hampshire
$1.91M -$42.1M -686,491 -96%
PWM
66
Perigon Wealth Management
California
$1.84M +$1.84M +29,945 New
MWM
67
Modera Wealth Management
New Jersey
$1.55M +$155K +2,532 +11%
SFP
68
SwitchPoint Financial Planning
Utah
$1.5M +$1.5M +24,402 New
LPL Financial
69
LPL Financial
California
$1.48M +$688K +11,226 +87%
GF
70
Goodman Financial
Texas
$1.45M -$213K -3,470 -13%
MFIM
71
Mesirow Financial Investment Management
Illinois
$1.39M +$358K +5,831 +35%
DF
72
DecisionPoint Financial
Arizona
$1.35M +$1.23M +19,990 +973%
MADFP
73
Michael A Dubis Financial Planning
Wisconsin
$1.32M +$75.7K +1,235 +6%
KAS
74
Kestra Advisory Services
Texas
$1.32M -$1.23K -20 -0.1%
IA
75
IFP Advisors
Florida
$1.29M +$50.3K +820 +4%