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Dimensional US Core Equity 1 ETF

140 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 24 funds opening new positions, 89 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 20

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $918M → $1B (+$85.8M)

9% more funds holding

Funds holding: 129140 (+11)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2.43% less ownership

Funds ownership: 75.65%73.22% (-2.4%)

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
1.88%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
24
Increased
89
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
76
Glass Jacobson Investment Advisors
Maryland
$1.26M
GAM
77
Gould Asset Management
California
$1.17M +$221K +3,435 +22%
HIG
78
Heritage Investment Group
Florida
$1.15M +$773 +12 +0.1%
SWA
79
Sax Wealth Advisors
New Jersey
$1.13M +$405K +6,292 +52%
SFB
80
STAR Financial Bank
Indiana
$1.05M +$448K +6,948 +68%
CCM
81
Coldstream Capital Management
Washington
$979K +$1.03M +15,969 New
HWM
82
Hemington Wealth Management
Virginia
$952K -$39.4K -611 -4%
Financial Engines Advisors
83
Financial Engines Advisors
California
$945K -$41.8K -649 -4%
IWM
84
IHT Wealth Management
Illinois
$927K +$605K +9,393 +164%
FIM
85
Freedom Investment Management
Connecticut
$910K -$1.8K -28 -0.2%
RA
86
RFG Advisory
Alabama
$907K -$692K -10,740 -42%
GM
87
GeoWealth Management
Illinois
$862K +$758K +11,767 +515%
AIS
88
American Investment Services
Massachusetts
$832K +$874K +13,560 New
OMC
89
Old Mission Capital
Illinois
$828K +$869K +13,494 New
FWP
90
Firethorn Wealth Partners
Georgia
$823K +$318K +4,938 +58%
KSWA
91
Kathleen S. Wright Associates
Pennsylvania
$772K +$2.96K +46 +0.4%
SOS
92
Silver Oak Securities
Tennessee
$769K +$11.8K +183 +1%
RFP
93
RCS Financial Planning
Maryland
$629K
OFA
94
Onyx Financial Advisors
Idaho
$628K +$276K +4,290 +72%
MFG
95
Merit Financial Group
Georgia
$627K +$254K +3,938 +63%
WRPWM
96
Werba Rubin Papier Wealth Management
California
$601K +$632K +9,804 New
FFG
97
Fiduciary Financial Group
California
$599K +$1.74K +27 +0.3%
ATPW
98
Ashton Thomas Private Wealth
Arizona
$595K +$56.3K +874 +10%
WAN
99
Wealth Advisors Northwest
Oregon
$542K +$23.1K +358 +4%
W
100
WPWealth
Texas
$493K -$111K -1,724 -18%