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Dimensional US Core Equity 1 ETF

203 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, 102 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

132% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 44

12% more funds holding

Funds holding: 182203 (+21)

0.45% more ownership

Funds ownership: 64.47%64.92% (+0.45%)

5% less capital invested

Capital invested by funds: $1.64B → $1.55B (-$80.9M)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

Holders
203
Holders Change
+21
Holders Change %
+11.54%
% of All Funds
2.47%
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
102
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MEG
151
Millstone Evans Group
Colorado
$434K -$33.4K -459 -7%
SFC
152
Sprinkle Financial Consultants
Colorado
$412K -$3.78K -52 -0.9%
AIM
153
Advyzon Investment Management
Illinois
$409K +$117K +1,610 +41%
FFG
154
First Financial Group
North Carolina
$405K +$45.1K +620 +13%
ZF
155
Zhang Financial
Michigan
$401K
Wealth Enhancement Advisory Services
156
Wealth Enhancement Advisory Services
Minnesota
$396K
CCM
157
Colorado Capital Management
Colorado
$395K +$1.38K +19 +0.4%
PFM
158
Phillips Financial Management
Indiana
$386K +$3.64K +50 +1%
AIC
159
Allodium Investment Consultants
Minnesota
$355K -$86K -1,183 -20%
CF
160
Claris Financial
Virginia
$352K +$37.4K +514 +12%
FWMP
161
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$329K
GAM
162
GEM Asset Management
Michigan
$325K +$800 +11 +0.3%
SW
163
StrongBox Wealth
Missouri
$323K
NSG
164
Nalls Sherbakoff Group
Tennessee
$322K
SW
165
Simplicity Wealth
New Jersey
$321K +$317K +4,354 New
Northern Trust
166
Northern Trust
Illinois
$309K
DW30
167
Drucker Wealth 3.0
New Jersey
$284K -$30.5K -420 -10%
FH
168
Financial Harvest
Florida
$278K
WWM
169
Woodside Wealth Management
Massachusetts
$268K
AWM
170
Avior Wealth Management
Nebraska
$263K +$9.82K +135 +4%
MSF
171
Mustard Seed Financial
Arkansas
$259K +$9.89K +136 +4%
EF
172
Exeter Financial
Arizona
$258K +$255K +3,508 New
MWM
173
Mission Wealth Management
California
$249K +$246K +3,383 New
VFG
174
Victory Financial Group
Texas
$249K +$246K +3,382 New
WIM
175
Warwick Investment Management
Texas
$237K