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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
+35
Holders Change %
+25.18%
% of All Funds
2.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.31%
New
44
Increased
87
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWGC
101
Summit Wealth Group (Colorado)
Colorado
$919K +$919K +13,745 New
FWP
102
Firethorn Wealth Partners
Georgia
$905K +$7.62K +114 +0.8%
WAN
103
Wealth Advisors Northwest
Oregon
$898K +$307K +4,587 +52%
XPN
104
XY Planning Network
Montana
$881K +$408K +6,100 +86%
SOS
105
Silver Oak Securities
Tennessee
$811K -$32K -478 -4%
MEG
106
Millstone Evans Group
Colorado
$805K -$1.53M -22,867 -66%
SC
107
Scratch Capital
Idaho
$771K +$771K +11,529 New
MFG
108
Merit Financial Group
Georgia
$712K +$28.3K +424 +4%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$708K +$404K +6,048 +133%
FFG
110
Fiduciary Financial Group
California
$706K +$2.48K +37 +0.4%
TC
111
TownSquare Capital
Utah
$697K -$2.78M -41,598 -80%
RFP
112
RCS Financial Planning
Maryland
$675K -$9.89K -148 -1%
EAM
113
Evanson Asset Management
California
$657K +$169K +2,532 +35%
TWP
114
Triad Wealth Partners
Kansas
$597K +$597K +8,924 New
ETC
115
Exchange Traded Concepts
Oklahoma
$571K +$571K +8,540 New
MML Investors Services
116
MML Investors Services
Massachusetts
$564K +$64.3K +962 +13%
JWCA
117
J.W. Cole Advisors
Florida
$537K +$537K +8,031 New
PWM
118
Perigon Wealth Management
California
$522K -$1.48M -22,140 -74%
GRP
119
Global Retirement Partners
California
$520K +$520K +7,778 New
EWA
120
EP Wealth Advisors
California
$479K +$479K +7,160 New
MPW
121
MASECO Private Wealth
$470K +$470K +7,029 New
YWM
122
Yardley Wealth Management
Pennsylvania
$454K +$63.1K +943 +16%
WA
123
Wealthstream Advisors
New York
$451K -$23.9K -357 -5%
DAS
124
Dynamic Advisor Solutions
Arizona
$449K -$802 -12 -0.2%
ALWM
125
Andrews Lucia Wealth Management
California
$444K +$444K +6,647 New