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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
EIA
76
Eldridge Investment Advisors
New Hampshire
$4.64M +$80.7K +1,080 +2%
AF
77
Allworth Financial
California
$4.48M -$32.3K -433 -0.7%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$4.3M +$1.22M +16,394 +38%
IAG
79
Investment Advisory Group
Massachusetts
$4.25M +$535K +7,165 +14%
AFA
80
Alpha Financial Advisors
North Carolina
$4.14M
WAN
81
Wealth Advisors Northwest
Oregon
$4.03M +$338K +4,526 +9%
HCM
82
Hutchinson Capital Management
California
$3.66M +$1.96M +26,273 +107%
SCA
83
Strathmore Capital Advisors
North Carolina
$3.6M +$698K +9,344 +26%
BEW
84
Burton Enright Welch
California
$3.58M +$336K +4,494 +10%
GM
85
GeoWealth Management
Illinois
$3.39M +$458K +6,137 +15%
FWM
86
FMB Wealth Management
California
$3.36M +$163K +2,185 +5%
CW
87
CreativeOne Wealth
Kansas
$3.36M +$242K +3,240 +7%
Truist Financial
88
Truist Financial
North Carolina
$3.33M +$161K +2,158 +5%
BPA
89
Beacon Pointe Advisors
California
$3.01M +$157K +2,105 +5%
SWM
90
Selective Wealth Management
Virginia
$2.97M +$2.41M +32,261 +544%
GAM
91
Gould Asset Management
California
$2.77M +$421K +5,637 +17%
UWM
92
USAdvisors Wealth Management
Minnesota
$2.71M +$5.38K +72 +0.2%
AQR Capital Management
93
AQR Capital Management
Connecticut
$2.57M +$900K +12,055 +51%
SWA
94
Sax Wealth Advisors
New Jersey
$2.51M
MWM
95
Modera Wealth Management
New Jersey
$2.45M +$75 +1 +0%
TWP
96
Triad Wealth Partners
Kansas
$2.38M +$279K +3,740 +13%
MFIM
97
Mesirow Financial Investment Management
Illinois
$2.37M +$1.76M +23,503 +251%
CCM
98
Coldstream Capital Management
Washington
$2.31M +$74.2K +994 +3%
NA
99
Note Advisors
New York
$2.18M +$290K +3,885 +15%
ATPW
100
Ashton Thomas Private Wealth
Arizona
$2.18M +$22.9K +306 +1%