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Dimensional US Core Equity 1 ETF

214 hedge funds and large institutions have $1.71B invested in Dimensional US Core Equity 1 ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 131 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 38

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

10% more capital invested

Capital invested by funds: $1.55B → $1.71B (+$160M)

6% more funds holding

Funds holding: 202214 (+12)

0.28% more ownership

Funds ownership: 64.79%65.07% (+0.28%)

Holders
214
Holders Change
+12
Holders Change %
+5.94%
% of All Funds
2.64%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
23
Increased
131
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1
Pure Financial Advisors
California
$161M +$3.88M +51,899 +2%
YAL
2
Your Advocates Ltd
Texas
$76.6M +$4.83M +64,632 +6%
BJL
3
Brighton Jones LLC
Washington
$73.6M +$11.3M +151,437 +17%
LI
4
LRI Investments
Florida
$71.3M +$20M +267,541 +37%
QFA
5
Quantum Financial Advisors
California
$59.9M +$45.3M +606,473 +270%
RK
6
Rather & Kittrell
Tennessee
$48.4M +$4.22M +56,488 +9%
PAG
7
Private Advisor Group
New Jersey
$47.4M +$4.68M +62,663 +11%
SIM
8
Stratos Investment Management
Ohio
$46.2M +$1.8M +24,142 +4%
FIA
9
Foundations Investment Advisors
Arizona
$42.8M +$5.53M +74,099 +14%
MWA
10
Monograph Wealth Advisors
California
$37.4M +$3.2M +42,869 +9%
OIA
11
OneDigital Investment Advisors
Kansas
$37.3M +$2.54M +34,064 +7%
PCA
12
Prosperity Capital Advisors
Ohio
$34.5M +$1.14M +15,271 +3%
AC
13
Annandale Capital
Texas
$31.5M -$526K -7,037 -2%
SHFA
14
SC&H Financial Advisors
Maryland
$30.6M +$1.47M +19,629 +5%
GOCP
15
Great Oak Capital Partners
Massachusetts
$29.6M +$664K +8,896 +2%
KWM
16
KFG Wealth Management
Indiana
$29.5M +$5.23M +69,972 +21%
BWM
17
BCO Wealth Management
New Mexico
$28.7M +$451K +6,036 +2%
KSWWM
18
Keyes Stange & Wooten Wealth Management
Florida
$27.6M +$2.82M +37,714 +11%
ST
19
Sageworth Trust
Pennsylvania
$26.3M +$1.65M +22,085 +6%
HR
20
Hardy Reed
Mississippi
$25.3M +$1.56M +20,855 +6%
Betterment LLC
21
Betterment LLC
New York
$24.7M +$55.7K +746 +0.2%
IWC
22
Integrated Wealth Concepts
Massachusetts
$24.6M +$118K +1,586 +0.5%
GWM
23
Geneos Wealth Management
Colorado
$23.8M +$2.3M +30,771 +10%
RWM
24
Riverchase Wealth Management
Texas
$22.9M +$1.77M +23,762 +8%
VPF
25
Vantage Point Financial
Illinois
$21.7M +$302K +4,043 +1%