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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
BWS
251
BCR Wealth Strategies
Alabama
$3.04M +$3.01M +64,950 New
KCWM
252
Kane Co Wealth Management
Iowa
$3.01M +$2.98M +64,334 New
BRPW
253
Ballast Rock Private Wealth
South Carolina
$2.96M +$2.93M +63,294 New
AFG
254
Altiora Financial Group
Ohio
$2.92M +$201K +4,337 +7%
WTA
255
Washington Trust Advisors
Massachusetts
$2.91M +$105K +2,269 +4%
MWM
256
Meritas Wealth Management
California
$2.91M
EFL
257
ERn Financial LLC
Wisconsin
$2.91M -$42.6K -919 -1%
SAM
258
Smartleaf Asset Management
Massachusetts
$2.79M +$2.42M +52,237 +759%
Morgan Stanley
259
Morgan Stanley
New York
$2.78M +$674K +14,543 +32%
CFA
260
Capstone Financial Advisors
Illinois
$2.76M +$139 +3 +0%
FCBT
261
First Citizens Bank & Trust
North Carolina
$2.75M +$117K +2,532 +4%
SPA
262
Shore Point Advisors
New Jersey
$2.7M -$51.5K -1,111 -2%
CA
263
CGN Advisors
Kansas
$2.65M -$32.5K -701 -1%
CL
264
Choreo LLC
Illinois
$2.65M +$7.6K +164 +0.3%
IC
265
IEQ Capital
California
$2.59M +$4.03K +87 +0.2%
RCAG
266
Rehmann Capital Advisory Group
Michigan
$2.58M -$117K -2,527 -4%
GCM
267
G2 Capital Management
Ohio
$2.51M +$70.2K +1,514 +3%
RFP
268
RCS Financial Planning
Maryland
$2.46M -$201K -4,347 -8%
CPA
269
Capital Performance Advisors
California
$2.45M -$44.1K -952 -2%
EWA
270
Elevate Wealth Advisory
Georgia
$2.44M -$262K -5,644 -10%
HA
271
Herold Advisors
New York
$2.44M +$286K +6,175 +13%
PFG
272
Pinnacle Financial Group
Illinois
$2.43M +$11.2K +242 +0.5%
LI
273
LRI Investments
Florida
$2.42M -$40.3K -870 -2%
CFA
274
Cahill Financial Advisors
Minnesota
$2.39M
CSW
275
Cogent Strategic Wealth
Illinois
$2.28M +$2.22M +47,934 New