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Dimensional US Core Equity 1 ETF

139 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 23 funds opening new positions, 89 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
PFA
1
Pure Financial Advisors
California
$125M
GVAG
2
Great Valley Advisor Group
Delaware
$109M
YAL
3
Your Advocates Ltd
Texas
$60.1M
PCA
4
Prosperity Capital Advisors
Ohio
$50.6M
GWM
5
Geneos Wealth Management
Colorado
$35.2M
BJL
6
Brighton Jones LLC
Washington
$33M
PAG
7
Private Advisor Group
New Jersey
$28.2M
MWA
8
Monograph Wealth Advisors
California
$28.1M
RK
9
Rather & Kittrell
Tennessee
$25M
GOCP
10
Great Oak Capital Partners
Massachusetts
$22.6M
BWM
11
BCO Wealth Management
New Mexico
$21.2M
KSWWM
12
Keyes Stange & Wooten Wealth Management
Florida
$20.1M
AC
13
Annandale Capital
Texas
$19.8M
OIA
14
OneDigital Investment Advisors
Kansas
$18.7M
KWM
15
KFG Wealth Management
Indiana
$18M
VPF
16
Vantage Point Financial
Illinois
$17.4M
Betterment LLC
17
Betterment LLC
New York
$16.9M
QFA
18
Quantum Financial Advisors
California
$16.6M
IWC
19
Integrated Wealth Concepts
Massachusetts
$16M
HR
20
Hardy Reed
Mississippi
$14.9M
ST
21
Sageworth Trust
Pennsylvania
$14.8M
RWM
22
Riverchase Wealth Management
Texas
$14.6M
SF
23
SageOak Financial
Oklahoma
$14M
HKIMG
24
Hutchens & Kramer Investment Management Group
Indiana
$12.5M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$11.9M