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Dimensional US Core Equity 1 ETF

140 hedge funds and large institutions have $1B invested in Dimensional US Core Equity 1 ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 89 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 20

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $918M → $1B (+$85.8M)

9% more funds holding

Funds holding: 129140 (+11)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2.43% less ownership

Funds ownership: 75.65%73.22% (-2.4%)

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
1.88%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
24
Increased
89
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
$211K +$42.5K +659 +24%
AIC
127
Allodium Investment Consultants
Minnesota
$207K +$217K +3,368 New
WWM
128
Woodside Wealth Management
Massachusetts
$186K +$196K +3,039 New
AAP
129
Arax Advisory Partners
Colorado
$181K +$190K +2,952 New
UBS Group
130
UBS Group
Switzerland
$165K +$173K +2,686 New
GWSG
131
GPS Wealth Strategies Group
Colorado
$115K +$28.1K +436 +30%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$107K
CWP
133
Concord Wealth Partners
Virginia
$93.7K +$22.1K +343 +29%
RF
134
Rossby Financial
Florida
$37.5K +$40.3K +625 New
BTI
135
Blue Trust Inc
Georgia
$35.4K +$64 +1 +0.2%
AssetMark Inc
136
AssetMark Inc
California
$34.7K +$20.7K +321 +132%
AWM
137
AE Wealth Management
Kansas
$20.3K -$8.76K -136 -29%
VWWMG
138
Vermillion & White Wealth Management Group
Pennsylvania
$14.2K -$112K -1,738 -88%
EWA
139
Elevate Wealth Advisory
Georgia
$11.8K +$12.4K +192 New
MCM
140
MAI Capital Management
Ohio
$2.52K
PAS
141
Park Avenue Securities
New York
-$1.93M -30,101 Closed
Citadel Advisors
142
Citadel Advisors
Florida
-$652K -10,162 Closed
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
-$617K -9,623 Closed
SFM
144
Signet Financial Management
New Jersey
-$390K -6,076 Closed
FH
145
Financial Harvest
Florida
-$242K -3,777 Closed
WIM
146
Warwick Investment Management
Texas
-$222K -3,462 Closed
JWCA
147
J.W. Cole Advisors
Florida
-$221K -3,442 Closed
PAM
148
Pacific Asset Management
Washington
-$201K -3,135 Closed
GTAM
149
Global Trust Asset Management
Florida
-$32.1K -500 Closed
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
-$12.3K -191 Closed