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Dimensional US Core Equity Market ETF

560 hedge funds and large institutions have $7.52B invested in Dimensional US Core Equity Market ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 239 increasing their positions, 166 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,933% more call options, than puts

Call options by funds: $241K | Put options by funds: $3K

344% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 18

44% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 166

17% more capital invested

Capital invested by funds: $6.44B → $7.52B (+$1.08B)

12% more funds holding in top 10

Funds holding in top 10: 102114 (+12)

11% more funds holding

Funds holding: 506560 (+54)

4.54% more ownership

Funds ownership: 68.47%73.01% (+4.5%)

Holders
560
Holders Change
+54
Holders Change %
+10.67%
% of All Funds
6.81%
Holding in Top 10
114
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.76%
% of All Funds
1.39%
New
80
Increased
239
Reduced
166
Closed
18
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
QHA
226
Quarry Hill Advisors
Minnesota
$3.85M -$13.7K -296 -0.4%
SFG
227
Seamount Financial Group
Colorado
$3.83M +$70.4K +1,520 +2%
MSWMA
228
Market Street Wealth Management Advisors
Indiana
$3.81M -$26.4K -569 -0.7%
CIA
229
Concurrent Investment Advisors
Florida
$3.72M +$1.47M +31,821 +67%
PWP
230
Parkwoods Wealth Partners
New York
$3.71M +$1.33M +28,767 +57%
STCOSD
231
Sageworth Trust Company of South Dakota
South Dakota
$3.66M +$3.62M +78,146 New
RLIM
232
Red Lighthouse Investment Management
New York
$3.65M
HWA
233
HMV Wealth Advisors
Louisiana
$3.54M -$16K -345 -0.5%
SIM
234
Stratos Investment Management
Ohio
$3.41M +$20.9K +452 +0.6%
SFP
235
SwitchPoint Financial Planning
Utah
$3.37M
JHC
236
J. Hagan Capital
Kentucky
$3.37M +$3.34M +72,027 New
CPW
237
Catalyst Private Wealth
California
$3.35M -$174K -3,759 -5%
MWM
238
Melfa Wealth Management
Massachusetts
$3.33M +$278 +6 +0%
IAG
239
Investmark Advisory Group
Connecticut
$3.3M -$6.63K -143 -0.2%
SWM
240
SpringVest Wealth Management
Texas
$3.29M -$2.69K -58 -0.1%
CA
241
Clune & Associates
Illinois
$3.28M +$400K +8,630 +14%
LCWP
242
Legacy Capital Wealth Partners
Arkansas
$3.28M -$150K -3,241 -4%
DFP
243
Donalies Financial Planning
District of Columbia
$3.27M +$3.24M +69,934 New
FA
244
Financial Alternatives
California
$3.22M -$88.2K -1,902 -3%
AIA
245
AssuredPartners Investment Advisors
Florida
$3.2M +$159K +3,421 +5%
SAI
246
Savvy Advisors Inc
New York
$3.15M +$55.1K +1,189 +2%
MAMG
247
Milestone Asset Management Group
Connecticut
$3.1M +$638K +13,767 +26%
NA
248
NewEdge Advisors
Louisiana
$3.06M +$78K +1,682 +3%
VCM
249
Versant Capital Management
Arizona
$3.06M +$38.7K +835 +1%
CWP
250
Concord Wealth Partners
Virginia
$3.04M +$352K +7,586 +13%