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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
CIAS
51
Capital Investment Advisory Services
North Carolina
$5.92M -$433K -6,232 -7%
FFA
52
Farther Finance Advisors
California
$5.88M +$130K +1,864 +2%
CC
53
Copperleaf Capital
North Carolina
$5.47M +$477K +6,860 +10%
STCOSD
54
Sageworth Trust Company of South Dakota
South Dakota
$5.43M +$230K +3,301 +5%
E
55
EntreWealth
Texas
$5.43M +$5.25M +75,440 New
AWM
56
Austin Wealth Management
Texas
$5.41M +$5.25M +75,440 New
EP
57
Essential Planning
New Hampshire
$5.14M +$1.84M +26,501 +59%
CWP
58
Cyndeo Wealth Partners
Florida
$5.09M +$115K +1,657 +2%
Cerity Partners
59
Cerity Partners
New York
$5.08M +$264K +3,802 +6%
CCM
60
Cloud Capital Management
Washington
$4.83M -$318K -4,567 -6%
AF
61
Allworth Financial
California
$4.77M
TWA
62
TCI Wealth Advisors
Arizona
$4.54M +$974 +14 +0%
AFA
63
Alpha Financial Advisors
North Carolina
$4.38M
EIA
64
Eldridge Investment Advisors
New Hampshire
$3.93M +$15.7K +226 +0.4%
BW
65
BIP Wealth
Georgia
$3.73M +$598K +8,592 +20%
IAG
66
Investment Advisory Group
Massachusetts
$3.6M +$421K +6,060 +14%
CW
67
CreativeOne Wealth
Kansas
$3.53M +$478K +6,878 +16%
BEW
68
Burton Enright Welch
California
$3.25M -$21.8K -313 -0.7%
Truist Financial
69
Truist Financial
North Carolina
$3.2M -$63.9K -919 -2%
LPL Financial
70
LPL Financial
California
$3.09M +$484K +6,959 +19%
FWM
71
FMB Wealth Management
California
$3.08M -$20K -288 -0.7%
UWM
72
USAdvisors Wealth Management
Minnesota
$2.89M +$153K +2,199 +6%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$2.8M +$1M +14,411 +59%
WAN
74
Wealth Advisors Northwest
Oregon
$2.8M +$1.78M +25,521 +190%
KAS
75
Kestra Advisory Services
Texas
$2.66M +$268K +3,850 +12%