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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
PWM
276
Parkshore Wealth Management
California
$2.09M
DC
277
Davenport & Co
Virginia
$2.07M
BFG
278
Berger Financial Group
Minnesota
$2.07M
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$2.05M
TLA
280
Tanglewood Legacy Advisors
Texas
$1.99M
WWM
281
Woodside Wealth Management
Massachusetts
$1.98M
FFM
282
Forum Financial Management
Illinois
$1.94M
MOS
283
MGO One Seven
Ohio
$1.93M
VPWA
284
Vestia Personal Wealth Advisors
Indiana
$1.92M
MGW
285
MB Generational Wealth
Washington
$1.88M
FIA
286
Foundations Investment Advisors
Arizona
$1.88M
HHWM
287
Hiley Hunt Wealth Management
Nebraska
$1.85M
RIM
288
Rockbridge Investment Management
New York
$1.84M
CWMA
289
Capstone Wealth Management (Alabama)
Alabama
$1.83M
AIS
290
American Investment Services
Massachusetts
$1.82M
CPA
291
Cardiff Park Advisors
California
$1.77M
RGF
292
Retirement Guys Formula
Ohio
$1.76M
MFGM
293
Marshall Financial Group (Maryland)
Maryland
$1.76M
KP
294
Keel Point
Alabama
$1.74M
LWM
295
Lionshead Wealth Management
New York
$1.73M
WWM
296
Westwood Wealth Management
California
$1.73M
BW
297
Balance Wealth
Ohio
$1.69M
SCM
298
SB Capital Management
California
$1.68M
OW
299
Olistico Wealth
Oklahoma
$1.63M
FFWA
300
Forthright Family Wealth Advisory
Texas
$1.63M