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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
IAG
76
Investment Advisory Group
Massachusetts
$3.81M +$126K +1,728 +3%
WAN
77
Wealth Advisors Northwest
Oregon
$3.78M +$904K +12,434 +32%
AFA
78
Amicus Financial Advisors
Texas
$3.53M +$3.49M +47,986 New
BEW
79
Burton Enright Welch
California
$3.32M -$6.04K -83 -0.2%
FWM
80
FMB Wealth Management
California
$3.27M +$121K +1,659 +4%
Truist Financial
81
Truist Financial
North Carolina
$3.24M -$34.4K -473 -1%
CW
82
CreativeOne Wealth
Kansas
$3.19M -$419K -5,758 -12%
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$3.19M +$317K +4,352 +11%
GM
84
GeoWealth Management
Illinois
$3.01M +$316K +4,346 +12%
BPA
85
Beacon Pointe Advisors
California
$2.92M +$1.18M +16,176 +69%
UWM
86
USAdvisors Wealth Management
Minnesota
$2.83M -$123K -1,688 -4%
SCA
87
Strathmore Capital Advisors
North Carolina
$2.7M +$28.5K +392 +1%
SWA
88
Sax Wealth Advisors
New Jersey
$2.51M -$212K -2,920 -8%
MWM
89
Modera Wealth Management
New Jersey
$2.5M +$73 +1 +0%
GAM
90
Gould Asset Management
California
$2.42M +$490K +6,734 +26%
CCM
91
Coldstream Capital Management
Washington
$2.29M +$612K +8,417 +37%
ATPW
92
Ashton Thomas Private Wealth
Arizona
$2.2M +$47.5K +653 +2%
TWP
93
Triad Wealth Partners
Kansas
$2.16M +$429K +5,901 +25%
CAM
94
CPA Asset Management
Florida
$2.15M +$1.9M +26,168 +853%
FF
95
Foundry Financial
California
$2.1M +$2.08M +28,538 New
SFB
96
STAR Financial Bank
Indiana
$2.04M +$253K +3,483 +14%
NA
97
Note Advisors
New York
$1.98M +$200K +2,753 +12%
GRP
98
Global Retirement Partners
California
$1.84M +$757K +10,406 +71%
GWM
99
Grand Wealth Management
Michigan
$1.83M -$37.5K -516 -2%
HCM
100
Hutchinson Capital Management
California
$1.8M +$1.05M +14,456 +144%