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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
HA
251
Herold Advisors
New York
$1.62M +$213K +5,242 +14%
RGF
252
Retirement Guys Formula
Ohio
$1.6M -$585K -14,417 -26%
Wealthfront Advisers
253
Wealthfront Advisers
California
$1.59M -$13.7K -337 -0.8%
MAMG
254
Milestone Asset Management Group
Connecticut
$1.53M +$269K +6,635 +20%
BI
255
Beckerman Institutional
New Jersey
$1.49M -$31.5K -777 -2%
RIM
256
Rockbridge Investment Management
New York
$1.48M +$11.4K +282 +0.7%
WWM
257
Woodside Wealth Management
Massachusetts
$1.47M +$1.55M +38,227 New
KP
258
Keel Point
Alabama
$1.42M -$19.3K -476 -1%
HighTower Advisors
259
HighTower Advisors
Illinois
$1.4M -$324K -7,980 -18%
FFM
260
Forum Financial Management
Illinois
$1.4M +$4.46K +110 +0.3%
BFG
261
Berger Financial Group
Minnesota
$1.4M +$1.47M +36,319 New
CWMA
262
Capstone Wealth Management (Alabama)
Alabama
$1.39M +$591K +14,580 +67%
VPWA
263
Vestia Personal Wealth Advisors
Indiana
$1.38M +$9.37K +231 +0.6%
HHWM
264
Hiley Hunt Wealth Management
Nebraska
$1.38M +$157K +3,869 +12%
TC
265
TownSquare Capital
Utah
$1.37M -$67.9K -1,673 -4%
KRW
266
Kaufman Rossin Wealth
Florida
$1.35M
AA
267
Auxano Advisors
Washington
$1.35M -$20.5K -505 -1%
WTA
268
Washington Trust Advisors
Massachusetts
$1.35M +$254K +6,265 +22%
SA
269
Sincerus Advisory
New York
$1.34M +$34.9K +861 +3%
OW
270
Olistico Wealth
Oklahoma
$1.34M +$2.48K +61 +0.2%
BCM
271
Brookstone Capital Management
Illinois
$1.33M +$75K +1,848 +6%
FFWA
272
Forthright Family Wealth Advisory
Texas
$1.32M
AWA
273
Acorn Wealth Advisors
Michigan
$1.31M -$20.2K -498 -1%
WFAG
274
Wescott Financial Advisory Group
Pennsylvania
$1.29M +$1.78K +44 +0.1%
AIS
275
American Investment Services
Massachusetts
$1.29M -$6.37K -157 -0.5%