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Dimensional US Core Equity 1 ETF

202 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 36 funds opening new positions, 101 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

130% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 44

12% more funds holding

Funds holding: 181202 (+21)

0.44% more ownership

Funds ownership: 64.35%64.79% (+0.44%)

5% less capital invested

Capital invested by funds: $1.63B → $1.55B (-$81.4M)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

Holders
202
Holders Change
+21
Holders Change %
+11.6%
% of All Funds
2.46%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.29%
New
36
Increased
101
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Perigon Wealth Management
California
$806K +$70.2K +965 +10%
MML Investors Services
127
MML Investors Services
Massachusetts
$801K +$374K +5,140 +89%
FFG
128
Fiduciary Financial Group
California
$792K +$30.2K +415 +4%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$790K +$9.09K +125 +1%
JWCA
130
J.W. Cole Advisors
Florida
$737K +$161K +2,215 +28%
FS
131
Financial Symmetry
North Carolina
$713K +$141K +1,938 +25%
MFIM
132
Mesirow Financial Investment Management
Illinois
$690K -$1.68M -23,067 -71%
RFP
133
RCS Financial Planning
Maryland
$684K -$59.2K -814 -8%
SAI
134
Savvy Advisors Inc
New York
$681K -$73 -1 -0%
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$669K -$1.79M -24,638 -73%
MCC
136
Money Concepts Capital
Florida
$662K +$654K +8,988 New
ACM
137
AlphaStar Capital Management
North Carolina
$614K +$606K +8,335 New
CA
138
Calton & Associates
Florida
$610K +$602K +8,279 New
SI
139
Stirlingshire Investments
New York
$605K +$597K +8,210 New
GA
140
Greenspring Advisors
Maryland
$546K +$540K +7,419 New
EWA
141
EP Wealth Advisors
California
$530K +$524K +7,203 New
MPW
142
MASECO Private Wealth
$520K +$1.31K +18 +0.3%
JP Morgan Chase
143
JP Morgan Chase
New York
$517K -$11.6K -160 -2%
YWM
144
Yardley Wealth Management
Pennsylvania
$500K
IA
145
IFP Advisors
Florida
$488K -$73K -1,004 -13%
CFA
146
CWS Financial Advisors
Michigan
$486K +$509 +7 +0.1%
ALWM
147
Andrews Lucia Wealth Management
California
$465K -$14.6K -201 -3%
SWM
148
Selective Wealth Management
Virginia
$448K +$431K +5,928 New
GMA
149
Glassy Mountain Advisors
Maryland
$447K +$266K +3,653 +151%
MEG
150
Millstone Evans Group
Colorado
$434K -$33.4K -459 -7%