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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
GS
276
GWN Securities
Florida
$2.24M +$104K +2,208 +5%
VP
277
Verisail Partners
Georgia
$2.19M
CWMA
278
Capstone Wealth Management (Alabama)
Alabama
$2.18M +$435K +9,258 +24%
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$2.17M -$12.1M -257,976 -84%
GA
280
Greenspring Advisors
Maryland
$2.13M +$102K +2,161 +5%
Morgan Stanley
281
Morgan Stanley
New York
$2.13M -$570K -12,129 -20%
BFG
282
Berger Financial Group
Minnesota
$2.09M +$94.9K +2,018 +5%
MGW
283
MB Generational Wealth
Washington
$2.03M +$223K +4,748 +12%
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$2.03M +$53.1K +1,130 +3%
PWM
285
Parkshore Wealth Management
California
$2.01M -$8.37K -178 -0.4%
WRPWM
286
Werba Rubin Papier Wealth Management
California
$2.01M -$17.8K -379 -0.8%
SWM
287
Selective Wealth Management
Virginia
$1.98M +$1.9M +40,416 New
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
$1.96M +$1.03M +21,983 +102%
FFM
289
Forum Financial Management
Illinois
$1.87M +$47 +1 +0%
HHWM
290
Hiley Hunt Wealth Management
Nebraska
$1.85M +$74.3K +1,581 +4%
TLA
291
Tanglewood Legacy Advisors
Texas
$1.83M -$94K -2,000 -5%
AIS
292
American Investment Services
Massachusetts
$1.83M +$77.1K +1,640 +4%
FIA
293
Foundations Investment Advisors
Arizona
$1.81M -$517 -11 -0%
WWM
294
Woodside Wealth Management
Massachusetts
$1.79M -$122K -2,602 -6%
VPWA
295
Vestia Personal Wealth Advisors
Indiana
$1.78M -$45.7K -971 -2%
RIM
296
Rockbridge Investment Management
New York
$1.78M +$7.38K +157 +0.4%
LWM
297
Lionshead Wealth Management
New York
$1.77M +$105K +2,232 +6%
FFWA
298
Forthright Family Wealth Advisory
Texas
$1.73M +$594K +12,628 +36%
FS
299
Financial Symmetry
North Carolina
$1.71M -$4.37K -93 -0.3%
CPA
300
Cardiff Park Advisors
California
$1.71M +$4.56K +97 +0.3%