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Dimensional US Core Equity 1 ETF

174 hedge funds and large institutions have $1.15B invested in Dimensional US Core Equity 1 ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+35
Holders Change %
+25.18%
% of All Funds
2.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.31%
New
44
Increased
87
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
126
Avantax Advisory Services
Texas
$424K +$60.1K +899 +16%
VPWA
127
Vestia Personal Wealth Advisors
Indiana
$424K +$424K +6,339 New
CFA
128
CWS Financial Advisors
Michigan
$410K -$8.29K -124 -2%
AIC
129
Allodium Investment Consultants
Minnesota
$401K +$175K +2,624 +78%
SFC
130
Sprinkle Financial Consultants
Colorado
$377K +$1.07K +16 +0.3%
OMC
131
Old Mission Capital
Illinois
$372K -$530K -7,927 -59%
PFM
132
Phillips Financial Management
Indiana
$364K +$38K +569 +12%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$360K +$360K +5,384 New
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$358K
Citadel Advisors
135
Citadel Advisors
Florida
$339K +$339K +5,064 New
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
$314K +$39.6K +592 +14%
CCM
137
Colorado Capital Management
Colorado
$308K +$70.3K +1,050 +30%
GAM
138
GEM Asset Management
Michigan
$301K +$301K +4,462 New
FWMP
139
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$299K -$118K -1,770 -28%
DW30
140
Drucker Wealth 3.0
New Jersey
$287K -$49.5K -729 -15%
Northern Trust
141
Northern Trust
Illinois
$281K -$6.69K -100 -2%
SW
142
StrongBox Wealth
Missouri
$280K -$68.2K -1,020 -20%
HCM
143
Hutchinson Capital Management
California
$279K +$279K +4,180 New
AIM
144
Advyzon Investment Management
Illinois
$268K +$268K +4,008 New
FH
145
Financial Harvest
Florida
$252K +$252K +3,777 New
KFSC
146
Keystone Financial Services (Colorado)
Colorado
$239K +$267 +4 +0.1%
FWA
147
FSC Wealth Advisors
New York
$234K +$234K +3,497 New
W
148
WorthPointe
California
$232K +$602 +9 +0.3%
AWM
149
Avior Wealth Management
Nebraska
$230K
MSF
150
Mustard Seed Financial
Arkansas
$217K +$217K +3,239 New