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Dimensional US Core Equity Market ETF

476 hedge funds and large institutions have $4.87B invested in Dimensional US Core Equity Market ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 236 increasing their positions, 135 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,068% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $38K

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

75% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 135

8% more funds holding in top 10

Funds holding in top 10: 96104 (+8)

3% more funds holding

Funds holding: 463476 (+13)

38% less capital invested

Capital invested by funds: $7.88B → $4.87B (-$3.02B)

1,187.85% less ownership

Funds ownership: 1,255.5%67.65% (-1,188%)

Holders
476
Holders Change
+13
Holders Change %
+2.81%
% of All Funds
6.38%
Holding in Top 10
104
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.33%
% of All Funds
1.39%
New
39
Increased
236
Reduced
135
Closed
20
Calls
$1.2M
Puts
$38K
Net Calls
+$1.17M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
226
Shore Point Advisors
New Jersey
$2.15M +$125K +3,088 +6%
NA
227
NewEdge Advisors
Louisiana
$2.12M +$82.5K +2,033 +4%
IC
228
IEQ Capital
California
$2.12M +$3.08K +76 +0.1%
BCI
229
Brinker Capital Investments
Pennsylvania
$2.1M +$237K +5,832 +12%
OPS
230
Orion Portfolio Solutions
Nebraska
$2.1M +$237K +5,832 +12%
WA
231
Waverly Advisors
Alabama
$2.07M +$110K +2,719 +5%
LI
232
LRI Investments
Florida
$2.04M -$11.4K -280 -0.5%
CPA
233
Capital Performance Advisors
California
$2.03M -$4.83K -119 -0.2%
AFG
234
Altiora Financial Group
Ohio
$2.01M +$4.42K +109 +0.2%
SFP
235
SwitchPoint Financial Planning
Utah
$2M
CFA
236
Cahill Financial Advisors
Minnesota
$1.96M -$94.6K -2,332 -4%
PWM
237
Parkshore Wealth Management
California
$1.94M -$8.11K -200 -0.4%
EWA
238
Elevate Wealth Advisory
Georgia
$1.93M -$70.3K -1,732 -3%
BEW
239
Burton Enright Welch
California
$1.93M +$519K +12,787 +34%
FA
240
Financial Alternatives
California
$1.92M -$69.5K -1,712 -3%
CL
241
COWA LLC
Oklahoma
$1.91M -$1.73M -42,620 -46%
VP
242
Verisail Partners
Georgia
$1.87M
KAM
243
KEB Asset Management
Illinois
$1.86M +$1.1M +27,121 +128%
GCM
244
G2 Capital Management
Ohio
$1.83M +$99.7K +2,458 +5%
MOS
245
MGO One Seven
Ohio
$1.79M -$860K -21,204 -31%
BW
246
Balance Wealth
Ohio
$1.79M +$1.89M +46,550 New
LWM
247
Lionshead Wealth Management
New York
$1.73M +$6.49K +160 +0.4%
MFGM
248
Marshall Financial Group (Maryland)
Maryland
$1.71M -$405K -9,983 -18%
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$1.66M -$37.2K -917 -2%
TLA
250
Tanglewood Legacy Advisors
Texas
$1.63M -$640K -15,770 -27%