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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
ACS
51
Archford Capital Strategies
Illinois
$7.92M +$119K +1,631 +2%
ACM
52
Aspen Capital Management
Idaho
$7.75M +$311K +4,274 +4%
HWM
53
HB Wealth Management
Georgia
$7.53M +$680K +9,353 +10%
EP
54
Essential Planning
New Hampshire
$7.47M +$2.18M +30,000 +42%
BC
55
BDFS Capital
Delaware
$7.12M +$7.03M +96,647 New
XPN
56
XY Planning Network
Montana
$7.07M +$6.03M +82,881 +629%
STCOSD
57
Sageworth Trust Company of South Dakota
South Dakota
$7.07M +$1.49M +20,508 +27%
CCM
58
Cloud Capital Management
Washington
$6.75M +$1.79M +24,625 +37%
W
59
WorthPointe
California
$6.36M +$4.42M +60,769 +237%
PL
60
Plancorp LLC
Missouri
$6.33M
CIAS
61
Capital Investment Advisory Services
North Carolina
$5.97M -$84.1K -1,156 -1%
E
62
EntreWealth
Texas
$5.77M
AWM
63
Austin Wealth Management
Texas
$5.66M
KFAS
64
Keating Financial Advisory Services
Kansas
$5.48M +$5.41M +74,436 New
Cerity Partners
65
Cerity Partners
New York
$5.2M
KAS
66
Kestra Advisory Services
Texas
$4.98M +$2.22M +30,545 +82%
WANY
67
Wealthspire Advisors (New York)
New York
$4.89M -$1.24M -17,002 -20%
CWP
68
Cyndeo Wealth Partners
Florida
$4.78M -$431K -5,929 -8%
EIA
69
Eldridge Investment Advisors
New Hampshire
$4.66M +$628K +8,635 +16%
TWA
70
TCI Wealth Advisors
Arizona
$4.64M -$873 -12 -0%
AF
71
Allworth Financial
California
$4.61M -$273K -3,758 -6%
BW
72
BIP Wealth
Georgia
$4.48M +$661K +9,091 +18%
Raymond James Financial
73
Raymond James Financial
Florida
$4.42M +$3.64M +50,075 +505%
AFA
74
Alpha Financial Advisors
North Carolina
$4.22M -$254K -3,498 -6%
LPL Financial
75
LPL Financial
California
$3.84M +$675K +9,278 +22%