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Dimensional US Core Equity Market ETF

570 hedge funds and large institutions have $7.5B invested in Dimensional US Core Equity Market ETF in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 265 increasing their positions, 176 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $224K | Put options by funds: $73K

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

51% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 176

2% more funds holding

Funds holding: 560570 (+10)

0% more funds holding in top 10

Funds holding in top 10: 114114 (0)

0.12% less ownership

Funds ownership: 73.01%72.89% (-0.12%)

0% less capital invested

Capital invested by funds: $7.52B → $7.5B (-$16.9M)

Holders
570
Holders Change
+10
Holders Change %
+1.79%
% of All Funds
7.02%
Holding in Top 10
114
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.4%
New
53
Increased
265
Reduced
176
Closed
31
Calls
$224K
Puts
$73K
Net Calls
+$151K
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
MSWMA
226
Market Street Wealth Management Advisors
Indiana
$3.81M +$140K +2,983 +4%
BWS
227
BCR Wealth Strategies
Alabama
$3.74M +$840K +17,871 +28%
SAI
228
Savvy Advisors Inc
New York
$3.71M +$702K +14,935 +22%
VPF
229
Vantage Point Financial
Illinois
$3.6M -$160K -3,399 -4%
STCOSD
230
Sageworth Trust Company of South Dakota
South Dakota
$3.59M +$71.7K +1,525 +2%
RLIM
231
Red Lighthouse Investment Management
New York
$3.52M
SIM
232
Stratos Investment Management
Ohio
$3.48M +$199K +4,228 +6%
AWM
233
Apollon Wealth Management
South Carolina
$3.47M -$424K -9,026 -10%
HWA
234
HMV Wealth Advisors
Louisiana
$3.42M +$9.87K +210 +0.3%
GCM
235
G2 Capital Management
Ohio
$3.3M +$918K +19,526 +36%
SFP
236
SwitchPoint Financial Planning
Utah
$3.25M
IAG
237
Investmark Advisory Group
Connecticut
$3.22M +$37.1K +789 +1%
MWM
238
Melfa Wealth Management
Massachusetts
$3.18M -$31.3K -666 -0.9%
CPW
239
Catalyst Private Wealth
California
$3.17M -$57.6K -1,224 -2%
AIA
240
AssuredPartners Investment Advisors
Florida
$3.17M +$46K +979 +1%
VCM
241
Versant Capital Management
Arizona
$3.16M +$220K +4,689 +7%
MAMG
242
Milestone Asset Management Group
Connecticut
$3.15M +$164K +3,486 +5%
FA
243
Financial Alternatives
California
$3.1M -$3.06K -65 -0.1%
AFG
244
Altiora Financial Group
Ohio
$3.08M +$275K +5,844 +9%
DFP
245
Donalies Financial Planning
District of Columbia
$2.99M -$172K -3,661 -5%
LCWP
246
Legacy Capital Wealth Partners
Arkansas
$2.98M -$190K -4,035 -6%
FL
247
FreeGulliver LLC
Louisiana
$2.95M +$3.08M +65,473 New
WTA
248
Washington Trust Advisors
Massachusetts
$2.93M +$131K +2,782 +4%
NA
249
NewEdge Advisors
Louisiana
$2.92M -$30.2K -643 -1%
SWM
250
SpringVest Wealth Management
Texas
$2.9M -$276K -5,864 -8%