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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
SWA
76
Sax Wealth Advisors
New Jersey
$2.66M +$177K +2,539 +7%
GM
77
GeoWealth Management
Illinois
$2.63M +$1.25M +17,974 +97%
SCA
78
Strathmore Capital Advisors
North Carolina
$2.61M +$84.7K +1,218 +3%
OFI
79
Outbound Financial Inc
Colorado
$2.59M +$401K +5,765 +19%
MWM
80
Modera Wealth Management
New Jersey
$2.45M +$70 +1 +0%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$2.43M +$518K +7,452 +28%
MFIM
82
Mesirow Financial Investment Management
Illinois
$2.33M +$681K +9,786 +43%
ATPW
83
Ashton Thomas Private Wealth
Arizona
$2.1M -$10.8K -156 -0.5%
GAM
84
Gould Asset Management
California
$1.88M +$229K +3,291 +14%
W
85
WorthPointe
California
$1.84M +$1.54M +22,136 +639%
GWM
86
Grand Wealth Management
Michigan
$1.83M -$96.1K -1,381 -5%
SFB
87
STAR Financial Bank
Indiana
$1.74M +$446K +6,408 +36%
NA
88
Note Advisors
New York
$1.7M +$36.7K +527 +2%
GF
89
Goodman Financial
Texas
$1.7M
BPA
90
Beacon Pointe Advisors
California
$1.69M +$1.63M +23,449 New
TWP
91
Triad Wealth Partners
Kansas
$1.68M +$1.01M +14,486 +162%
CCM
92
Coldstream Capital Management
Washington
$1.63M +$466K +6,693 +42%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$1.5M -$136K -1,956 -9%
OFA
94
Onyx Financial Advisors
Idaho
$1.48M -$46.4K -667 -3%
GJIA
95
Glass Jacobson Investment Advisors
Maryland
$1.47M -$2.43K -35 -0.2%
W
96
WPWealth
Texas
$1.43M -$14.1K -202 -1%
Financial Engines Advisors
97
Financial Engines Advisors
California
$1.42M +$47.6K +684 +4%
WRPWM
98
Werba Rubin Papier Wealth Management
California
$1.27M +$4.59K +66 +0.4%
KSWA
99
Kathleen S. Wright Associates
Pennsylvania
$1.18M +$54.8K +788 +5%
PFS
100
Prospera Financial Services
Texas
$1.17M +$95.6K +1,375 +9%