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Dimensional US Core Equity 1 ETF

201 hedge funds and large institutions have $1.55B invested in Dimensional US Core Equity 1 ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Perigon Wealth Management
California
$806K
MML Investors Services
127
MML Investors Services
Massachusetts
$801K
FFG
128
Fiduciary Financial Group
California
$792K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$790K
JWCA
130
J.W. Cole Advisors
Florida
$737K
FS
131
Financial Symmetry
North Carolina
$713K
MFIM
132
Mesirow Financial Investment Management
Illinois
$690K
RFP
133
RCS Financial Planning
Maryland
$684K
SAI
134
Savvy Advisors Inc
New York
$681K
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$669K
MCC
136
Money Concepts Capital
Florida
$662K
ACM
137
AlphaStar Capital Management
North Carolina
$614K
CA
138
Calton & Associates
Florida
$610K
SI
139
Stirlingshire Investments
New York
$605K
GA
140
Greenspring Advisors
Maryland
$546K
EWA
141
EP Wealth Advisors
California
$530K
MPW
142
MASECO Private Wealth
$520K
JP Morgan Chase
143
JP Morgan Chase
New York
$517K
YWM
144
Yardley Wealth Management
Pennsylvania
$500K
IA
145
IFP Advisors
Florida
$488K
CFA
146
CWS Financial Advisors
Michigan
$486K
ALWM
147
Andrews Lucia Wealth Management
California
$465K
SWM
148
Selective Wealth Management
Virginia
$448K
GMA
149
Glassy Mountain Advisors
Maryland
$447K
MEG
150
Millstone Evans Group
Colorado
$434K