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Dimensional US Core Equity 1 ETF

201 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 35 funds opening new positions, 101 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
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
IAG
76
Investment Advisory Group
Massachusetts
$3.81M
WAN
77
Wealth Advisors Northwest
Oregon
$3.78M
AFA
78
Amicus Financial Advisors
Texas
$3.53M
BEW
79
Burton Enright Welch
California
$3.32M
FWM
80
FMB Wealth Management
California
$3.27M
Truist Financial
81
Truist Financial
North Carolina
$3.24M
CW
82
CreativeOne Wealth
Kansas
$3.19M
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$3.19M
GM
84
GeoWealth Management
Illinois
$3.01M
BPA
85
Beacon Pointe Advisors
California
$2.92M
UWM
86
USAdvisors Wealth Management
Minnesota
$2.83M
SCA
87
Strathmore Capital Advisors
North Carolina
$2.7M
SWA
88
Sax Wealth Advisors
New Jersey
$2.51M
MWM
89
Modera Wealth Management
New Jersey
$2.5M
GAM
90
Gould Asset Management
California
$2.42M
CCM
91
Coldstream Capital Management
Washington
$2.29M
ATPW
92
Ashton Thomas Private Wealth
Arizona
$2.2M
TWP
93
Triad Wealth Partners
Kansas
$2.16M
CAM
94
CPA Asset Management
Florida
$2.15M
FF
95
Foundry Financial
California
$2.1M
SFB
96
STAR Financial Bank
Indiana
$2.04M
NA
97
Note Advisors
New York
$1.98M
GRP
98
Global Retirement Partners
California
$1.84M
GWM
99
Grand Wealth Management
Michigan
$1.83M
HCM
100
Hutchinson Capital Management
California
$1.8M