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Dimensional US Core Equity 1 ETF

182 hedge funds and large institutions have $1.64B invested in Dimensional US Core Equity 1 ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 106 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 35

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

41% more capital invested

Capital invested by funds: $1.16B → $1.64B (+$472M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

3% more funds holding

Funds holding: 177182 (+5)

0.2% less ownership

Funds ownership: 64.67%64.47% (-0.2%)

Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
2.39%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.34%
New
16
Increased
106
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
101
M Holdings Securities
Oregon
$1.15M +$1.11M +15,932 New
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$1.13M +$713K +10,253 +190%
AC
103
Apella Capital
Connecticut
$1.12M -$423K -6,084 -28%
HWM
104
Hemington Wealth Management
Virginia
$1.12M
GRP
105
Global Retirement Partners
California
$1.05M +$472K +6,788 +87%
FIM
106
Freedom Investment Management
Connecticut
$1.01M -$74.3K -1,068 -7%
FWP
107
Firethorn Wealth Partners
Georgia
$1,000K +$25.6K +368 +3%
SOS
108
Silver Oak Securities
Tennessee
$928K +$53.4K +768 +6%
XPN
109
XY Planning Network
Montana
$881K
SC
110
Scratch Capital
Idaho
$875K +$43.8K +630 +5%
EAM
111
Evanson Asset Management
California
$840K +$128K +1,844 +19%
MFG
112
Merit Financial Group
Georgia
$767K +$696 +10 +0.1%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$762K +$556 +8 +0.1%
FFG
114
Fiduciary Financial Group
California
$744K -$11.5K -165 -2%
RFP
115
RCS Financial Planning
Maryland
$727K
HCM
116
Hutchinson Capital Management
California
$722K +$408K +5,861 +140%
PWM
117
Perigon Wealth Management
California
$718K +$152K +2,180 +28%
Raymond James Financial
118
Raymond James Financial
Florida
$713K -$7.08M -101,752 -91%
SAI
119
Savvy Advisors Inc
New York
$666K +$643K +9,251 New
Citadel Advisors
120
Citadel Advisors
Florida
$614K +$241K +3,470 +69%
JWCA
121
J.W. Cole Advisors
Florida
$561K -$16.3K -234 -3%
FS
122
Financial Symmetry
North Carolina
$557K +$326K +4,687 +153%
VPWA
123
Vestia Personal Wealth Advisors
Indiana
$554K +$94.7K +1,362 +21%
IA
124
IFP Advisors
Florida
$549K -$1.02M -14,627 -66%
WA
125
Wealthstream Advisors
New York
$534K +$46.7K +671 +10%