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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
MWM
251
Meritas Wealth Management
California
$2.8M
KCWM
252
Kane Co Wealth Management
Iowa
$2.77M -$136K -2,893 -4%
EFL
253
ERn Financial LLC
Wisconsin
$2.75M -$50.1K -1,065 -2%
BRPW
254
Ballast Rock Private Wealth
South Carolina
$2.74M -$118K -2,512 -4%
CWP
255
Concord Wealth Partners
Virginia
$2.66M -$281K -5,973 -9%
CFA
256
Capstone Financial Advisors
Illinois
$2.66M
FCBT
257
First Citizens Bank & Trust
North Carolina
$2.66M
SAM
258
Smartleaf Asset Management
Massachusetts
$2.55M -$41.3K -878 -1%
BCI
259
Brinker Capital Investments
Pennsylvania
$2.54M -$5.9M -125,438 -69%
CA
260
CGN Advisors
Kansas
$2.52M -$28.1K -597 -1%
IC
261
IEQ Capital
California
$2.5M +$3.81K +81 +0.1%
HighTower Advisors
262
HighTower Advisors
Illinois
$2.49M -$2.18M -46,426 -46%
CL
263
Choreo LLC
Illinois
$2.48M -$51.3K -1,091 -2%
CA
264
Clune & Associates
Illinois
$2.46M -$740K -15,728 -22%
IWM
265
IHT Wealth Management
Illinois
$2.42M +$2.21M +46,958 +693%
AWA
266
Arkadios Wealth Advisors
Georgia
$2.41M +$2.52M +53,508 New
HA
267
Herold Advisors
New York
$2.4M +$46.9K +998 +2%
PFG
268
Pinnacle Financial Group
Illinois
$2.37M +$33.1K +703 +1%
EWA
269
Elevate Wealth Advisory
Georgia
$2.36M
RCAG
270
Rehmann Capital Advisory Group
Michigan
$2.32M -$169K -3,595 -7%
CPA
271
Capital Performance Advisors
California
$2.32M -$41.3K -878 -2%
CFA
272
Cahill Financial Advisors
Minnesota
$2.3M
RFP
273
RCS Financial Planning
Maryland
$2.29M -$85.4K -1,816 -3%
LI
274
LRI Investments
Florida
$2.28M -$59.3K -1,261 -2%
CSW
275
Cogent Strategic Wealth
Illinois
$2.25M +$88.6K +1,885 +4%