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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
Holders Change %
% of All Funds
Holding in Top 10
23
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
WIM
151
Warwick Investment Management
Texas
$215K
PAM
152
Pacific Asset Management
Washington
$210K
FS
153
Financial Symmetry
North Carolina
$205K
RA
154
RFG Advisory
Alabama
$204K
WWM
155
Woodside Wealth Management
Massachusetts
$203K
DA
156
Doliver Advisors
Texas
$202K
AAP
157
Arax Advisory Partners
Colorado
$197K
CWP
158
Concord Wealth Partners
Virginia
$136K
GWSG
159
GPS Wealth Strategies Group
Colorado
$126K
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$117K
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$59.8K
RF
162
Rossby Financial
Florida
$41.8K
BTI
163
Blue Trust Inc
Georgia
$38.7K
EWA
164
Elevate Wealth Advisory
Georgia
$38.5K
AssetMark Inc
165
AssetMark Inc
California
$36.7K
Morgan Stanley
166
Morgan Stanley
New York
$27.7K
Wells Fargo
167
Wells Fargo
California
$27.1K
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$22.7K
AWM
169
AE Wealth Management
Kansas
$22.1K
DF
170
Dunhill Financial
United Kingdom
$16.6K
VWWMG
171
Vermillion & White Wealth Management Group
Pennsylvania
$15.5K
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$9.16K
Comerica Bank
173
Comerica Bank
Texas
$3.81K
MCM
174
MAI Capital Management
Ohio
$2.74K
GVAG
175
Great Valley Advisor Group
Delaware