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Dimensional US Core Equity 1 ETF

214 hedge funds and large institutions have $1.71B invested in Dimensional US Core Equity 1 ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 131 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 38

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

10% more capital invested

Capital invested by funds: $1.55B → $1.71B (+$160M)

6% more funds holding

Funds holding: 202214 (+12)

0.28% more ownership

Funds ownership: 64.79%65.07% (+0.28%)

Holders
214
Holders Change
+12
Holders Change %
+5.94%
% of All Funds
2.64%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
23
Increased
131
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
101
Prospera Financial Services
Texas
$2.14M +$1.02M +13,694 +85%
MWM
102
Mission Wealth Management
California
$1.96M +$1.77M +23,751 +702%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$1.77M +$1.83M +24,528 New
GWM
104
Grand Wealth Management
Michigan
$1.75M -$41K -549 -2%
GF
105
Goodman Financial
Texas
$1.69M
GJIA
106
Glass Jacobson Investment Advisors
Maryland
$1.68M +$216K +2,887 +14%
BI
107
BluePrint Investing
California
$1.66M +$39K +522 +2%
MW
108
Marrick Wealth
California
$1.64M +$179K +2,401 +12%
OFA
109
Onyx Financial Advisors
Idaho
$1.53M +$46K +616 +3%
CWM
110
Capstone Wealth Management
Montana
$1.49M +$28K +375 +2%
W
111
WPWealth
Texas
$1.4M -$5.9K -79 -0.4%
VPWA
112
Vestia Personal Wealth Advisors
Indiana
$1.37M +$583K +7,807 +70%
Northern Trust
113
Northern Trust
Illinois
$1.35M +$1.08M +14,492 +345%
KeyBank National Association
114
KeyBank National Association
Ohio
$1.28M -$378K -5,059 -22%
SW
115
Simplicity Wealth
New Jersey
$1.27M +$992K +13,288 +305%
WRPWM
116
Werba Rubin Papier Wealth Management
California
$1.26M +$9.34K +125 +0.7%
SAW
117
Signal Advisors Wealth
Michigan
$1.25M +$343K +4,592 +36%
AC
118
Apella Capital
Connecticut
$1.19M -$37.6K -503 -3%
KF
119
Krilogy Financial
Missouri
$1.16M -$31.8K -426 -3%
SPC
120
Sigma Planning Corp
Michigan
$1.16M +$345K +4,624 +40%
SAI
121
Savvy Advisors Inc
New York
$1.15M +$497K +6,649 +72%
CA
122
Calton & Associates
Florida
$1.14M +$565K +7,564 +91%
FS
123
Financial Symmetry
North Carolina
$1.11M +$332K +4,439 +46%
EAM
124
Evanson Asset Management
California
$1.05M +$173K +2,319 +19%
MFG
125
Merit Financial Group
Georgia
$1.05M +$137K +1,840 +15%