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Dimensional US Core Equity Market ETF

546 hedge funds and large institutions have $7.4B invested in Dimensional US Core Equity Market ETF in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 236 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$241K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWMA
226
Market Street Wealth Management Advisors
Indiana
$3.81M
CIA
227
Concurrent Investment Advisors
Florida
$3.72M
PWP
228
Parkwoods Wealth Partners
New York
$3.71M
STCOSD
229
Sageworth Trust Company of South Dakota
South Dakota
$3.66M
RLIM
230
Red Lighthouse Investment Management
New York
$3.65M
HWA
231
HMV Wealth Advisors
Louisiana
$3.54M
SIM
232
Stratos Investment Management
Ohio
$3.41M
SFP
233
SwitchPoint Financial Planning
Utah
$3.37M
JHC
234
J. Hagan Capital
Kentucky
$3.37M
CPW
235
Catalyst Private Wealth
California
$3.35M
MWM
236
Melfa Wealth Management
Massachusetts
$3.33M
IAG
237
Investmark Advisory Group
Connecticut
$3.3M
SWM
238
SpringVest Wealth Management
Texas
$3.29M
CA
239
Clune & Associates
Illinois
$3.28M
LCWP
240
Legacy Capital Wealth Partners
Arkansas
$3.28M
DFP
241
Donalies Financial Planning
District of Columbia
$3.27M
FA
242
Financial Alternatives
California
$3.22M
AIA
243
AssuredPartners Investment Advisors
Florida
$3.2M
SAI
244
Savvy Advisors Inc
New York
$3.15M
MAMG
245
Milestone Asset Management Group
Connecticut
$3.1M
NA
246
NewEdge Advisors
Louisiana
$3.06M
VCM
247
Versant Capital Management
Arizona
$3.06M
CWP
248
Concord Wealth Partners
Virginia
$3.04M
BWS
249
BCR Wealth Strategies
Alabama
$3.04M
KCWM
250
Kane Co Wealth Management
Iowa
$3.01M