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Dimensional US Core Equity 1 ETF

140 hedge funds and large institutions have $1B invested in Dimensional US Core Equity 1 ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 89 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 20

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $918M → $1B (+$85.8M)

9% more funds holding

Funds holding: 129140 (+11)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2.43% less ownership

Funds ownership: 75.65%73.22% (-2.4%)

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
1.88%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
24
Increased
89
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1
Pure Financial Advisors
California
$125M -$5.31M -82,464 -4%
GVAG
2
Great Valley Advisor Group
Delaware
$109M +$3.46M +53,679 +3%
YAL
3
Your Advocates Ltd
Texas
$60.1M +$1.17M +18,127 +2%
PCA
4
Prosperity Capital Advisors
Ohio
$50.6M +$4.79M +74,370 +10%
GWM
5
Geneos Wealth Management
Colorado
$35.2M +$19.2M +297,302 +107%
BJL
6
Brighton Jones LLC
Washington
$33M +$12.2M +188,847 +54%
PAG
7
Private Advisor Group
New Jersey
$28.2M +$15.6M +242,107 +111%
MWA
8
Monograph Wealth Advisors
California
$28.1M -$195K -3,030 -0.7%
RK
9
Rather & Kittrell
Tennessee
$25M +$5.99M +92,934 +30%
GOCP
10
Great Oak Capital Partners
Massachusetts
$22.6M
BWM
11
BCO Wealth Management
New Mexico
$21.2M +$2.41M +37,406 +12%
KSWWM
12
Keyes Stange & Wooten Wealth Management
Florida
$20.1M +$3.08M +47,861 +17%
AC
13
Annandale Capital
Texas
$19.8M +$3.66M +56,763 +21%
OIA
14
OneDigital Investment Advisors
Kansas
$18.7M +$3.39M +52,675 +21%
KWM
15
KFG Wealth Management
Indiana
$18M +$274K +4,250 +1%
VPF
16
Vantage Point Financial
Illinois
$17.4M +$1.28M +19,944 +8%
Betterment LLC
17
Betterment LLC
New York
$16.9M +$1.25M +19,416 +8%
QFA
18
Quantum Financial Advisors
California
$16.6M +$17.4M +269,948 New
IWC
19
Integrated Wealth Concepts
Massachusetts
$16M +$1.59M +24,666 +10%
HR
20
Hardy Reed
Mississippi
$14.9M +$3.59M +55,722 +30%
ST
21
Sageworth Trust
Pennsylvania
$14.8M +$3.17M +49,227 +26%
RWM
22
Riverchase Wealth Management
Texas
$14.6M +$4.03M +62,595 +36%
SF
23
SageOak Financial
Oklahoma
$14M +$1.67M +25,875 +13%
HKIMG
24
Hutchens & Kramer Investment Management Group
Indiana
$12.5M +$99.1K +1,538 +0.8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$11.9M +$8.53M +132,412 +218%