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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
SFC
151
Sprinkle Financial Consultants
Colorado
$412K -$3.78K -52 -0.9%
AIM
152
Advyzon Investment Management
Illinois
$409K +$117K +1,610 +41%
FFG
153
First Financial Group
North Carolina
$405K +$45.1K +620 +13%
ZF
154
Zhang Financial
Michigan
$401K
Wealth Enhancement Advisory Services
155
Wealth Enhancement Advisory Services
Minnesota
$396K
CCM
156
Colorado Capital Management
Colorado
$395K +$1.38K +19 +0.4%
PFM
157
Phillips Financial Management
Indiana
$386K +$3.64K +50 +1%
AIC
158
Allodium Investment Consultants
Minnesota
$355K -$86K -1,183 -20%
CF
159
Claris Financial
Virginia
$352K +$37.4K +514 +12%
FWMP
160
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$329K
GAM
161
GEM Asset Management
Michigan
$325K +$800 +11 +0.3%
SW
162
StrongBox Wealth
Missouri
$323K
NSG
163
Nalls Sherbakoff Group
Tennessee
$322K
SW
164
Simplicity Wealth
New Jersey
$321K +$317K +4,354 New
Northern Trust
165
Northern Trust
Illinois
$309K
DW30
166
Drucker Wealth 3.0
New Jersey
$284K -$30.5K -420 -10%
FH
167
Financial Harvest
Florida
$278K
WWM
168
Woodside Wealth Management
Massachusetts
$268K
AWM
169
Avior Wealth Management
Nebraska
$263K +$9.82K +135 +4%
MSF
170
Mustard Seed Financial
Arkansas
$259K +$9.89K +136 +4%
EF
171
Exeter Financial
Arizona
$258K +$255K +3,508 New
MWM
172
Mission Wealth Management
California
$249K +$246K +3,383 New
VFG
173
Victory Financial Group
Texas
$249K +$246K +3,382 New
WIM
174
Warwick Investment Management
Texas
$237K
BJB
175
Broadhurst Jeffrey B
$236K +$233K +3,200 New