We are live on ! Find out more
DCOR icon

Dimensional US Core Equity 1 ETF

202 hedge funds and large institutions have $1.55B invested in Dimensional US Core Equity 1 ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 101 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

130% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 44

12% more funds holding

Funds holding: 181202 (+21)

0.44% more ownership

Funds ownership: 64.35%64.79% (+0.44%)

5% less capital invested

Capital invested by funds: $1.63B → $1.55B (-$81.4M)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

Holders
202
Holders Change
+21
Holders Change %
+11.6%
% of All Funds
2.46%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.29%
New
36
Increased
101
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1
Pure Financial Advisors
California
$161M +$1.35M +18,517 +0.9%
YAL
2
Your Advocates Ltd
Texas
$73.5M -$682K -9,375 -0.9%
BJL
3
Brighton Jones LLC
Washington
$64.1M +$5.75M +79,028 +10%
LI
4
LRI Investments
Florida
$53.2M +$6.59M +90,552 +14%
SIM
5
Stratos Investment Management
Ohio
$45.4M +$2.21M +30,356 +5%
RK
6
Rather & Kittrell
Tennessee
$45.3M +$4.8M +65,944 +12%
PAG
7
Private Advisor Group
New Jersey
$43.9M +$4.91M +67,535 +13%
FIA
8
Foundations Investment Advisors
Arizona
$38.3M +$24.8M +340,782 +190%
OIA
9
OneDigital Investment Advisors
Kansas
$35.6M +$3.67M +50,451 +12%
MWA
10
Monograph Wealth Advisors
California
$35.1M +$3.01M +41,362 +10%
PCA
11
Prosperity Capital Advisors
Ohio
$34.1M -$32.1M -442,006 -49%
AC
12
Annandale Capital
Texas
$32.7M +$2.78M +38,254 +9%
SHFA
13
SC&H Financial Advisors
Maryland
$29.8M +$2.32M +31,898 +9%
BWM
14
BCO Wealth Management
New Mexico
$28.9M +$1.43M +19,677 +5%
GOCP
15
Great Oak Capital Partners
Massachusetts
$28.6M -$43.6K -600 -0.2%
KSWWM
16
Keyes Stange & Wooten Wealth Management
Florida
$25.4M +$392K +5,393 +2%
ST
17
Sageworth Trust
Pennsylvania
$25.3M +$2.96M +40,692 +13%
Betterment LLC
18
Betterment LLC
New York
$25.2M +$2.35M +32,289 +10%
KWM
19
KFG Wealth Management
Indiana
$25M +$1.8M +24,799 +8%
IWC
20
Integrated Wealth Concepts
Massachusetts
$25M +$16.7K +230 +0.1%
HR
21
Hardy Reed
Mississippi
$24.3M +$2.33M +32,016 +11%
GWM
22
Geneos Wealth Management
Colorado
$22.1M -$641K -8,812 -3%
VPF
23
Vantage Point Financial
Illinois
$21.9M -$366K -5,039 -2%
RWM
24
Riverchase Wealth Management
Texas
$21.6M +$1.19M +16,313 +6%
Osaic Holdings
25
Osaic Holdings
Arizona
$19.8M +$4.16M +57,232 +27%