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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
SC
126
Scratch Capital
Idaho
$1.03M +$43.9K +588 +4%
JP Morgan Chase
127
JP Morgan Chase
New York
$1.02M +$560K +7,496 +107%
Financial Engines Advisors
128
Financial Engines Advisors
California
$1.02M -$371K -4,962 -26%
FIM
129
Freedom Investment Management
Connecticut
$1M -$15.7K -210 -1%
SWGC
130
Summit Wealth Group (Colorado)
Colorado
$991K
FWP
131
Firethorn Wealth Partners
Georgia
$890K -$53.1K -711 -5%
SOS
132
Silver Oak Securities
Tennessee
$843K -$13.1K -175 -1%
FFG
133
Fiduciary Financial Group
California
$808K +$33.8K +453 +4%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$773K +$523 +7 +0.1%
PWM
135
Perigon Wealth Management
California
$768K -$22.4K -300 -3%
PPA
136
Painted Porch Advisors
California
$762K +$790K +10,572 New
EH
137
Equitable Holdings
New York
$745K +$772K +10,339 New
JWCA
138
J.W. Cole Advisors
Florida
$732K +$11.1K +148 +1%
SI
139
Stirlingshire Investments
New York
$679K +$90.7K +1,214 +15%
SFC
140
Sprinkle Financial Consultants
Colorado
$667K +$274K +3,670 +66%
RFP
141
RCS Financial Planning
Maryland
$667K -$2.39K -32 -0.3%
MCC
142
Money Concepts Capital
Florida
$648K
RFP
143
Root Financial Partners
California
$643K +$666K +8,924 New
AIC
144
Allodium Investment Consultants
Minnesota
$631K +$294K +3,935 +82%
MML Investors Services
145
MML Investors Services
Massachusetts
$620K -$170K -2,277 -21%
EWA
146
EP Wealth Advisors
California
$549K +$30.7K +411 +6%
IA
147
IFP Advisors
Florida
$540K +$64.5K +864 +13%
GA
148
Greenspring Advisors
Maryland
$535K
FF
149
Foundry Financial
California
$534K -$1.58M -21,131 -74%
GMA
150
Glassy Mountain Advisors
Maryland
$530K +$95.7K +1,281 +21%