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Dimensional US Core Equity 1 ETF

182 hedge funds and large institutions have $1.64B invested in Dimensional US Core Equity 1 ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 106 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 35

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

41% more capital invested

Capital invested by funds: $1.16B → $1.64B (+$472M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

3% more funds holding

Funds holding: 177182 (+5)

0.2% less ownership

Funds ownership: 64.67%64.47% (-0.2%)

Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
2.39%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.34%
New
16
Increased
106
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Annandale Capital
Texas
$292M +$2.48M +35,586 +10%
PFA
2
Pure Financial Advisors
California
$156M +$3.82M +54,986 +3%
YAL
3
Your Advocates Ltd
Texas
$72.5M +$165K +2,374 +0.2%
PCA
4
Prosperity Capital Advisors
Ohio
$65.1M +$3.53M +50,682 +6%
BJL
5
Brighton Jones LLC
Washington
$56.9M +$10.2M +146,288 +23%
LI
6
LRI Investments
Florida
$45.4M +$15.5M +223,454 +55%
SIM
7
Stratos Investment Management
Ohio
$42.2M +$16.3M +234,981 +67%
RK
8
Rather & Kittrell
Tennessee
$39.5M +$5.04M +72,515 +15%
PAG
9
Private Advisor Group
New Jersey
$38M -$2.55M -36,712 -7%
MWA
10
Monograph Wealth Advisors
California
$31.3M +$1.82M +26,140 +6%
OIA
11
OneDigital Investment Advisors
Kansas
$31.1M +$105K +1,509 +0.4%
GOCP
12
Great Oak Capital Partners
Massachusetts
$27.9M +$876K +12,591 +3%
BWM
13
BCO Wealth Management
New Mexico
$26.8M +$997K +14,338 +4%
SHFA
14
SC&H Financial Advisors
Maryland
$26.8M +$3.13M +45,056 +14%
KSWWM
15
Keyes Stange & Wooten Wealth Management
Florida
$24.4M +$1.18M +16,924 +5%
IWC
16
Integrated Wealth Concepts
Massachusetts
$24.4M +$691K +9,939 +3%
KWM
17
KFG Wealth Management
Indiana
$22.6M +$803K +11,552 +4%
Betterment LLC
18
Betterment LLC
New York
$22.3M +$2.14M +30,824 +11%
GWM
19
Geneos Wealth Management
Colorado
$22.2M +$683K +9,814 +3%
ST
20
Sageworth Trust
Pennsylvania
$21.8M +$415K +5,969 +2%
VPF
21
Vantage Point Financial
Illinois
$21.7M +$914K +13,141 +5%
HR
22
Hardy Reed
Mississippi
$21.4M +$1.08M +15,494 +5%
RWM
23
Riverchase Wealth Management
Texas
$19.9M +$2.9M +41,755 +18%
SF
24
SageOak Financial
Oklahoma
$19.4M +$510K +7,330 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$17.1M +$601K +8,648 +4%