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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
KF
151
Krilogy Financial
Missouri
$277K +$266K +3,819 New
FH
152
Financial Harvest
Florida
$272K
WWM
153
Woodside Wealth Management
Massachusetts
$262K +$41.7K +600 +20%
KFSC
154
Keystone Financial Services (Colorado)
Colorado
$260K +$2.43K +35 +1%
FWA
155
FSC Wealth Advisors
New York
$252K
AWM
156
Avior Wealth Management
Nebraska
$247K
MSF
157
Mustard Seed Financial
Arkansas
$244K +$10.3K +148 +5%
WIM
158
Warwick Investment Management
Texas
$231K
PAM
159
Pacific Asset Management
Washington
$226K
CAM
160
CPA Asset Management
Florida
$221K +$213K +3,069 New
DA
161
Doliver Advisors
Texas
$217K
GMA
162
Glassy Mountain Advisors
Maryland
$174K +$168K +2,414 New
CWP
163
Concord Wealth Partners
Virginia
$157K +$10.6K +152 +7%
TRCT
164
Tower Research Capital (TRC)
New York
$153K -$1.13M -16,199 -88%
GWSG
165
GPS Wealth Strategies Group
Colorado
$135K
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$126K
EWA
167
Elevate Wealth Advisory
Georgia
$113K +$68.9K +990 +172%
AssetMark Inc
168
AssetMark Inc
California
$92.6K +$51.3K +738 +134%
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$60.4K -$3.83K -55 -6%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$59.4K +$57.4K +825 New
HNB
171
Huntington National Bank
Ohio
$58.2K
RF
172
Rossby Financial
Florida
$45.2K
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$31.9K +$7.23K +104 +31%
Morgan Stanley
174
Morgan Stanley
New York
$29.8K
VWWMG
175
Vermillion & White Wealth Management Group
Pennsylvania
$29.2K +$12.1K +174 +75%