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Dimensional US Core Equity 1 ETF

174 hedge funds and large institutions have $1.15B invested in Dimensional US Core Equity 1 ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
SWGC
101
Summit Wealth Group (Colorado)
Colorado
$919K
FWP
102
Firethorn Wealth Partners
Georgia
$905K
WAN
103
Wealth Advisors Northwest
Oregon
$898K
XPN
104
XY Planning Network
Montana
$881K
SOS
105
Silver Oak Securities
Tennessee
$811K
MEG
106
Millstone Evans Group
Colorado
$805K
SC
107
Scratch Capital
Idaho
$771K
MFG
108
Merit Financial Group
Georgia
$712K
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$708K
FFG
110
Fiduciary Financial Group
California
$706K
TC
111
TownSquare Capital
Utah
$697K
RFP
112
RCS Financial Planning
Maryland
$675K
EAM
113
Evanson Asset Management
California
$657K
TWP
114
Triad Wealth Partners
Kansas
$597K
ETC
115
Exchange Traded Concepts
Oklahoma
$571K
MML Investors Services
116
MML Investors Services
Massachusetts
$564K
JWCA
117
J.W. Cole Advisors
Florida
$537K
PWM
118
Perigon Wealth Management
California
$522K
GRP
119
Global Retirement Partners
California
$520K
EWA
120
EP Wealth Advisors
California
$479K
MPW
121
MASECO Private Wealth
$470K
YWM
122
Yardley Wealth Management
Pennsylvania
$454K
WA
123
Wealthstream Advisors
New York
$451K
DAS
124
Dynamic Advisor Solutions
Arizona
$449K
ALWM
125
Andrews Lucia Wealth Management
California
$444K