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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
MML Investors Services
101
MML Investors Services
Massachusetts
$459K +$33.8K +525 +8%
EAM
102
Evanson Asset Management
California
$447K +$89.7K +1,392 +24%
Corient Private Wealth
103
Corient Private Wealth
Florida
$443K +$1.03K +16 +0.2%
WA
104
Wealthstream Advisors
New York
$436K +$1.03K +16 +0.2%
XPN
105
XY Planning Network
Montana
$434K +$456K +7,078 New
DAS
106
Dynamic Advisor Solutions
Arizona
$413K -$2.19K -34 -0.5%
CFA
107
CWS Financial Advisors
Michigan
$384K +$137K +2,120 +51%
FWMP
108
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$383K
NA
109
Note Advisors
New York
$363K +$50.4K +783 +15%
YWM
110
Yardley Wealth Management
Pennsylvania
$358K +$377K +5,845 New
SFC
111
Sprinkle Financial Consultants
Colorado
$345K -$1.68K -26 -0.5%
AAS
112
Avantax Advisory Services
Texas
$334K +$193 +3 +0.1%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$323K -$79.4K -1,233 -19%
SW
114
StrongBox Wealth
Missouri
$320K +$5.99K +93 +2%
DW30
115
Drucker Wealth 3.0
New Jersey
$304K +$57.9K +899 +22%
PFM
116
Phillips Financial Management
Indiana
$299K +$29.4K +456 +10%
Pathstone Holdings
117
Pathstone Holdings
New Jersey
$282K +$42.7K +663 +17%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$279K +$387 +6 +0.1%
NSG
119
Nalls Sherbakoff Group
Tennessee
$268K +$281K +4,363 New
Northern Trust
120
Northern Trust
Illinois
$264K -$73.4K -1,139 -21%
DA
121
Doliver Advisors
Texas
$262K
JP Morgan Chase
122
JP Morgan Chase
New York
$252K -$10.6K -165 -4%
KFSC
123
Keystone Financial Services (Colorado)
Colorado
$219K +$231K +3,578 New
CCM
124
Colorado Capital Management
Colorado
$218K +$229K +3,552 New
W
125
WorthPointe
California
$212K +$223K +3,456 New