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Dimensional US Core Equity 1 ETF

177 hedge funds and large institutions have $1.16B invested in Dimensional US Core Equity 1 ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 88 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

557% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 7

184% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 31

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

26% more funds holding

Funds holding: 140177 (+37)

16% more capital invested

Capital invested by funds: $1B → $1.16B (+$160M)

8.55% less ownership

Funds ownership: 73.22%64.67% (-8.5%)

Holders
177
Holders Change
+37
Holders Change %
+26.43%
% 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
0.3%
New
46
Increased
88
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1
Pure Financial Advisors
California
$141M +$4.64M +74,607 +4%
YAL
2
Your Advocates Ltd
Texas
$67.2M +$1.63M +26,163 +3%
PCA
3
Prosperity Capital Advisors
Ohio
$57.1M +$1.99M +32,049 +4%
BJL
4
Brighton Jones LLC
Washington
$43.1M +$6.61M +106,296 +20%
PAG
5
Private Advisor Group
New Jersey
$37.8M +$6.49M +104,269 +23%
RK
6
Rather & Kittrell
Tennessee
$31.9M +$4.34M +69,820 +17%
OIA
7
OneDigital Investment Advisors
Kansas
$28.8M +$7.84M +126,086 +41%
MWA
8
Monograph Wealth Advisors
California
$27.3M -$3.08M -49,570 -11%
LI
9
LRI Investments
Florida
$27.3M +$17.6M +282,159 +224%
GOCP
10
Great Oak Capital Partners
Massachusetts
$25.4M +$1.23M +19,700 +6%
AC
11
Annandale Capital
Texas
$24.7M +$2.9M +46,563 +14%
BWM
12
BCO Wealth Management
New Mexico
$23.9M +$805K +12,936 +4%
SIM
13
Stratos Investment Management
Ohio
$23.5M +$18.8M +301,824 +608%
IWC
14
Integrated Wealth Concepts
Massachusetts
$22M +$4.25M +68,388 +26%
SHFA
15
SC&H Financial Advisors
Maryland
$21.9M +$9.59M +154,077 +89%
KSWWM
16
Keyes Stange & Wooten Wealth Management
Florida
$21.6M -$283K -4,542 -1%
KWM
17
KFG Wealth Management
Indiana
$20.3M +$546K +8,778 +3%
GWM
18
Geneos Wealth Management
Colorado
$20M -$17.2M -275,876 -48%
ST
19
Sageworth Trust
Pennsylvania
$19.8M +$3.47M +55,739 +23%
VPF
20
Vantage Point Financial
Illinois
$19.3M +$361K +5,804 +2%
HR
21
Hardy Reed
Mississippi
$18.9M +$2.48M +39,817 +16%
Betterment LLC
22
Betterment LLC
New York
$18.7M +$236K +3,787 +1%
SF
23
SageOak Financial
Oklahoma
$17.6M +$2.15M +34,596 +15%
QFA
24
Quantum Financial Advisors
California
$16M -$1.92M -30,931 -11%
RWM
25
Riverchase Wealth Management
Texas
$15.7M -$196K -3,153 -1%

DCOR Hedge Fund Activity: Q2 2025 in Review

177 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity 1 ETF (DCOR) for Q2 2025, worth a combined $1.16B — up 16% from $1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DCOR positions and 7 closed out — a net gain of 39 holders — while 88 added to existing stakes and 31 trimmed.

The largest buyer was Stratos Investment Management, adding an estimated $18.8M. The largest seller was Great Valley Advisor Group, exiting entirely with an estimated $109M sold.

  • 177 institutional investors held Dimensional US Core Equity 1 ETF (DCOR) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $1.16B of Dimensional US Core Equity 1 ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 46 funds opened new Dimensional US Core Equity 1 ETF positions in Q2 2025 and 7 closed out, a net change of +39 holders.
  • The largest Dimensional US Core Equity 1 ETF buyer in Q2 2025 was Stratos Investment Management, an estimated $18.8M added.
  • The largest Dimensional US Core Equity 1 ETF seller in Q2 2025 was Great Valley Advisor Group, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2025.