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Dimensional US Core Equity 1 ETF

182 hedge funds and large institutions have $1.64B invested in Dimensional US Core Equity 1 ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 106 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 35

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

41% more capital invested

Capital invested by funds: $1.16B → $1.64B (+$472M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

3% more funds holding

Funds holding: 177182 (+5)

0.2% less ownership

Funds ownership: 64.67%64.47% (-0.2%)

Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
2.39%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.34%
New
16
Increased
106
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
126
JP Morgan Chase
New York
$517K +$173K +2,482 +53%
MPW
127
MASECO Private Wealth
$507K +$1.32K +19 +0.3%
MSFS
128
Main Street Financial Solutions
Pennsylvania
$493K -$2.54M -36,558 -84%
YWM
129
Yardley Wealth Management
Pennsylvania
$488K
DAS
130
Dynamic Advisor Solutions
Arizona
$484K +$487 +7 +0.1%
CFA
131
CWS Financial Advisors
Michigan
$474K +$31.9K +458 +7%
ALWM
132
Andrews Lucia Wealth Management
California
$469K -$8.9K -128 -2%
MEG
133
Millstone Evans Group
Colorado
$457K -$395K -5,685 -47%
AIC
134
Allodium Investment Consultants
Minnesota
$432K +$1.04K +15 +0.3%
MML Investors Services
135
MML Investors Services
Massachusetts
$413K -$187K -2,693 -32%
SFC
136
Sprinkle Financial Consultants
Colorado
$406K -$209 -3 -0.1%
ZF
137
Zhang Financial
Michigan
$392K +$379K +5,452 New
CCM
138
Colorado Capital Management
Colorado
$385K +$52K +747 +16%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$379K
PFM
140
Phillips Financial Management
Indiana
$373K -$17.5K -252 -5%
FFG
141
First Financial Group
North Carolina
$351K +$339K +4,875 New
FWMP
142
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$322K
MPCL
143
My Personal CFO LLC
Washington
$322K +$311K +4,472 New
SW
144
StrongBox Wealth
Missouri
$316K +$13.9K +200 +5%
NSG
145
Nalls Sherbakoff Group
Tennessee
$315K +$556 +8 +0.2%
GAM
146
GEM Asset Management
Michigan
$312K -$9.25K -133 -3%
DW30
147
Drucker Wealth 3.0
New Jersey
$307K +$2.71K +39 +0.9%
CF
148
Claris Financial
Virginia
$307K +$297K +4,266 New
Northern Trust
149
Northern Trust
Illinois
$302K
AIM
150
Advyzon Investment Management
Illinois
$284K -$4.03K -58 -1%