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Dimensional US Core Equity 1 ETF

198 hedge funds and large institutions have $1.54B invested in Dimensional US Core Equity 1 ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
$161M
YAL
2
Your Advocates Ltd
Texas
$73.5M
BJL
3
Brighton Jones LLC
Washington
$64.1M
LI
4
LRI Investments
Florida
$53.2M
SIM
5
Stratos Investment Management
Ohio
$45.4M
RK
6
Rather & Kittrell
Tennessee
$45.3M
PAG
7
Private Advisor Group
New Jersey
$43.9M
FIA
8
Foundations Investment Advisors
Arizona
$38.3M
OIA
9
OneDigital Investment Advisors
Kansas
$35.6M
MWA
10
Monograph Wealth Advisors
California
$35.1M
PCA
11
Prosperity Capital Advisors
Ohio
$34.1M
AC
12
Annandale Capital
Texas
$32.7M
SHFA
13
SC&H Financial Advisors
Maryland
$29.8M
BWM
14
BCO Wealth Management
New Mexico
$28.9M
GOCP
15
Great Oak Capital Partners
Massachusetts
$28.6M
KSWWM
16
Keyes Stange & Wooten Wealth Management
Florida
$25.4M
ST
17
Sageworth Trust
Pennsylvania
$25.3M
Betterment LLC
18
Betterment LLC
New York
$25.2M
KWM
19
KFG Wealth Management
Indiana
$25M
IWC
20
Integrated Wealth Concepts
Massachusetts
$25M
HR
21
Hardy Reed
Mississippi
$24.3M
GWM
22
Geneos Wealth Management
Colorado
$22.1M
VPF
23
Vantage Point Financial
Illinois
$21.9M
RWM
24
Riverchase Wealth Management
Texas
$21.6M
Osaic Holdings
25
Osaic Holdings
Arizona
$19.8M