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Dimensional US Core Equity 1 ETF

198 hedge funds and large institutions have $1.54B invested in Dimensional US Core Equity 1 ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Aspen Capital Management
Idaho
$7.75M
HWM
52
HB Wealth Management
Georgia
$7.53M
EP
53
Essential Planning
New Hampshire
$7.47M
BCL
54
BDFS Capital LLC
Delaware
$7.12M
XPN
55
XY Planning Network
Montana
$7.07M
STCOSD
56
Sageworth Trust Company of South Dakota
South Dakota
$7.07M
CCM
57
Cloud Capital Management
Washington
$6.75M
W
58
WorthPointe
California
$6.36M
PL
59
Plancorp LLC
Missouri
$6.33M
CIAS
60
Capital Investment Advisory Services
North Carolina
$5.97M
E
61
EntreWealth
Texas
$5.77M
AWM
62
Austin Wealth Management
Texas
$5.66M
KFAS
63
Keating Financial Advisory Services
Kansas
$5.48M
Cerity Partners
64
Cerity Partners
New York
$5.2M
KAS
65
Kestra Advisory Services
Texas
$4.98M
WANY
66
Wealthspire Advisors (New York)
New York
$4.89M
CWP
67
Cyndeo Wealth Partners
Florida
$4.78M
EIA
68
Eldridge Investment Advisors
New Hampshire
$4.66M
TWA
69
TCI Wealth Advisors
Arizona
$4.64M
AF
70
Allworth Financial
California
$4.61M
BW
71
BIP Wealth
Georgia
$4.48M
Raymond James Financial
72
Raymond James Financial
Florida
$4.42M
AFA
73
Alpha Financial Advisors
North Carolina
$4.22M
LPL Financial
74
LPL Financial
California
$3.84M
IAG
75
Investment Advisory Group
Massachusetts
$3.81M