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Dimensional US Core Equity 1 ETF

202 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 36 funds opening new positions, 101 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

130% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 44

12% more funds holding

Funds holding: 181202 (+21)

0.44% more ownership

Funds ownership: 64.35%64.79% (+0.44%)

5% less capital invested

Capital invested by funds: $1.63B → $1.55B (-$81.4M)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

Holders
202
Holders Change
+21
Holders Change %
+11.6%
% of All Funds
2.46%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.29%
New
36
Increased
101
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$1.74M +$1.72M +23,616 New
GF
102
Goodman Financial
Texas
$1.73M -$10.3K -142 -0.6%
KeyBank National Association
103
KeyBank National Association
Ohio
$1.68M +$1.66M +22,867 New
BI
104
BluePrint Investing
California
$1.65M +$1.63M +22,471 New
OFA
105
Onyx Financial Advisors
Idaho
$1.52M -$1.24K -17 -0.1%
GJIA
106
Glass Jacobson Investment Advisors
Maryland
$1.5M +$1.96K +27 +0.1%
MW
107
Marrick Wealth
California
$1.5M +$1.48M +20,309 New
CWM
108
Capstone Wealth Management
Montana
$1.49M +$1.46M +20,140 New
W
109
WPWealth
Texas
$1.44M -$32.9K -453 -2%
Financial Engines Advisors
110
Financial Engines Advisors
California
$1.4M -$51.3K -706 -4%
WRPWM
111
Werba Rubin Papier Wealth Management
California
$1.28M -$17.3K -238 -1%
PFS
112
Prospera Financial Services
Texas
$1.18M -$20.5K -282 -2%
KF
113
Krilogy Financial
Missouri
$1.17M +$850K +11,691 +306%
AC
114
Apella Capital
Connecticut
$1.16M +$1.67K +23 +0.1%
FIM
115
Freedom Investment Management
Connecticut
$1.04M +$3.13K +43 +0.3%
SWGC
116
Summit Wealth Group (Colorado)
Colorado
$1.01M +$1,000K +13,745 New
SC
117
Scratch Capital
Idaho
$1M +$108K +1,490 +12%
FWP
118
Firethorn Wealth Partners
Georgia
$962K -$60.8K -836 -6%
SAW
119
Signal Advisors Wealth
Michigan
$938K +$927K +12,745 New
MFG
120
Merit Financial Group
Georgia
$934K +$147K +2,023 +19%
EAM
121
Evanson Asset Management
California
$899K +$39.1K +537 +5%
Citadel Advisors
122
Citadel Advisors
Florida
$890K +$258K +3,549 +42%
SOS
123
Silver Oak Securities
Tennessee
$880K -$75.2K -1,034 -8%
SPC
124
Sigma Planning Corp
Michigan
$846K +$835K +11,485 New
VPWA
125
Vestia Personal Wealth Advisors
Indiana
$838K +$252K +3,462 +45%