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Dimensional US Core Equity Market ETF

506 hedge funds and large institutions have $6.44B invested in Dimensional US Core Equity Market ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 219 increasing their positions, 177 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,653% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $19K

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

24% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 177

12% more capital invested

Capital invested by funds: $5.73B → $6.44B (+$706M)

2% more funds holding

Funds holding: 496506 (+10)

2% more funds holding in top 10

Funds holding in top 10: 100102 (+2)

0.5% more ownership

Funds ownership: 67.97%68.47% (+0.5%)

Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
6.64%
Holding in Top 10
102
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2%
% of All Funds
1.34%
New
32
Increased
219
Reduced
177
Closed
14
Calls
$1.28M
Puts
$19K
Net Calls
+$1.26M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
SpringVest Wealth Management
Texas
$3.22M -$109K -2,482 -3%
HighTower Advisors
227
HighTower Advisors
Illinois
$3.11M +$1.43M +32,481 +92%
SAI
228
Savvy Advisors Inc
New York
$3.02M +$2.53M +57,527 +673%
AIA
229
AssuredPartners Investment Advisors
Florida
$2.97M +$393K +8,909 +16%
VCM
230
Versant Capital Management
Arizona
$2.95M +$1.23K +28 +0%
NA
231
NewEdge Advisors
Louisiana
$2.91M +$213K +4,825 +8%
EFL
232
ERn Financial LLC
Wisconsin
$2.88M -$160K -3,633 -5%
MWM
233
Meritas Wealth Management
California
$2.84M
CA
234
Clune & Associates
Illinois
$2.81M -$561K -12,726 -17%
WTA
235
Washington Trust Advisors
Massachusetts
$2.74M +$1.24M +28,178 +89%
CFA
236
Capstone Financial Advisors
Illinois
$2.7M +$132 +3 +0%
SPA
237
Shore Point Advisors
New Jersey
$2.69M +$34K +771 +1%
AFG
238
Altiora Financial Group
Ohio
$2.66M +$5.95K +135 +0.2%
EWA
239
Elevate Wealth Advisory
Georgia
$2.65M -$51.7K -1,173 -2%
RCAG
240
Rehmann Capital Advisory Group
Michigan
$2.64M -$19.9K -451 -0.8%
CWP
241
Concord Wealth Partners
Virginia
$2.63M +$132K +3,003 +6%
CA
242
CGN Advisors
Kansas
$2.62M -$1.66M -37,781 -40%
RFP
243
RCS Financial Planning
Maryland
$2.6M -$26K -591 -1%
FCBT
244
First Citizens Bank & Trust
North Carolina
$2.58M
CL
245
Choreo LLC
Illinois
$2.56M -$21.3K -483 -0.9%
IC
246
IEQ Capital
California
$2.53M +$3.88K +88 +0.2%
CPA
247
Capital Performance Advisors
California
$2.44M +$44.3K +1,006 +2%
LI
248
LRI Investments
Florida
$2.41M -$17.8K -403 -0.8%
MAMG
249
Milestone Asset Management Group
Connecticut
$2.4M +$347K +7,876 +18%
GCM
250
G2 Capital Management
Ohio
$2.39M +$4.41K +100 +0.2%