DCOR icon

Dimensional US Core Equity 1 ETF

174 hedge funds and large institutions have $1.15B invested in Dimensional US Core Equity 1 ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+35
Holders Change %
+25.18%
% of All Funds
2.33%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.31%
New
44
Increased
87
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
1
Pure Financial Advisors
California
$141M +$4.99M +74,607 +4%
YAL
2
Your Advocates Ltd
Texas
$67.2M +$1.75M +26,163 +3%
PCA
3
Prosperity Capital Advisors
Ohio
$57.1M +$2.11M +31,582 +4%
BJL
4
Brighton Jones LLC
Washington
$43.1M +$7.11M +106,296 +20%
PAG
5
Private Advisor Group
New Jersey
$37.8M +$6.97M +104,269 +23%
RK
6
Rather & Kittrell
Tennessee
$31.9M +$4.67M +69,820 +17%
OIA
7
OneDigital Investment Advisors
Kansas
$28.8M +$8.43M +126,086 +41%
MWA
8
Monograph Wealth Advisors
California
$27.3M -$3.31M -49,570 -11%
LI
9
LRI Investments
Florida
$27.3M +$18.9M +282,159 +224%
GOCP
10
Great Oak Capital Partners
Massachusetts
$25.4M +$1.34M +19,700 +6%
AC
11
Annandale Capital
Texas
$24.7M +$3.11M +46,563 +14%
BWM
12
BCO Wealth Management
New Mexico
$23.9M +$865K +12,936 +4%
SIM
13
Stratos Investment Management
Ohio
$23.5M +$20.2M +301,824 +608%
IWC
14
Integrated Wealth Concepts
Massachusetts
$22M +$4.57M +68,388 +26%
SHFA
15
SC&H Financial Advisors
Maryland
$21.9M +$10.3M +154,077 +89%
KSWWM
16
Keyes Stange & Wooten Wealth Management
Florida
$21.6M -$304K -4,542 -1%
KWM
17
KFG Wealth Management
Indiana
$20.3M +$587K +8,778 +3%
GWM
18
Geneos Wealth Management
Colorado
$20M -$18.4M -275,876 -48%
ST
19
Sageworth Trust
Pennsylvania
$19.8M +$3.73M +55,739 +23%
VPF
20
Vantage Point Financial
Illinois
$19.3M +$388K +5,804 +2%
HR
21
Hardy Reed
Mississippi
$18.9M +$2.66M +39,817 +16%
Betterment LLC
22
Betterment LLC
New York
$18.7M +$253K +3,787 +1%
SF
23
SageOak Financial
Oklahoma
$17.6M +$2.31M +34,596 +15%
QFA
24
Quantum Financial Advisors
California
$16M -$2.07M -30,931 -11%
RWM
25
Riverchase Wealth Management
Texas
$15.7M -$211K -3,153 -1%