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Dimensional US Core Equity 1 ETF

139 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 23 funds opening new positions, 89 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
1.89%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
23
Increased
89
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
126
Allodium Investment Consultants
Minnesota
$207K +$207K +3,368 New
WWM
127
Woodside Wealth Management
Massachusetts
$186K +$186K +3,039 New
AAP
128
Arax Advisory Partners
Colorado
$181K +$181K +2,952 New
UBS Group
129
UBS Group
Switzerland
$165K +$165K +2,686 New
GWSG
130
GPS Wealth Strategies Group
Colorado
$115K +$26.7K +436 +30%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$107K
CWP
132
Concord Wealth Partners
Virginia
$93.7K +$21K +343 +29%
RF
133
Rossby Financial
Florida
$37.5K +$37.5K +625 New
BTI
134
Blue Trust Inc
Georgia
$35.4K +$61 +1 +0.2%
AssetMark Inc
135
AssetMark Inc
California
$34.7K +$19.7K +321 +132%
AWM
136
AE Wealth Management
Kansas
$20.3K -$8.34K -136 -29%
VWWMG
137
Vermillion & White Wealth Management Group
Pennsylvania
$14.2K -$107K -1,738 -88%
EWA
138
Elevate Wealth Advisory
Georgia
$11.8K +$11.8K +192 New
MCM
139
MAI Capital Management
Ohio
$2.52K
PAS
140
Park Avenue Securities
New York
-$1.93M -30,101 Closed
Citadel Advisors
141
Citadel Advisors
Florida
-$652K -10,162 Closed
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
-$617K -9,623 Closed
SFM
143
Signet Financial Management
New Jersey
-$390K -6,076 Closed
FH
144
Financial Harvest
Florida
-$242K -3,777 Closed
WIM
145
Warwick Investment Management
Texas
-$222K -3,462 Closed
JWCA
146
J.W. Cole Advisors
Florida
-$221K -3,442 Closed
PAM
147
Pacific Asset Management
Washington
-$201K -3,135 Closed
GTAM
148
Global Trust Asset Management
Florida
-$32.1K -500 Closed
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
-$12.3K -191 Closed