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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
OA
276
Oceanside Advisors
South Carolina
$1.28M -$27.5K -677 -2%
CFA
277
Capstone Financial Advisors
Illinois
$1.26M +$81 +2 +0%
FPCG
278
Forum Private Client Group
Indiana
$1.25M +$96.6K +2,381 +8%
LWM
279
Lakeridge Wealth Management
Ohio
$1.15M -$218K -5,368 -15%
LFA
280
Lauterbach Financial Advisors
Texas
$1.15M -$3.57K -88 -0.3%
EAM
281
Evanson Asset Management
California
$1.13M +$122 +3 +0%
WRPWM
282
Werba Rubin Papier Wealth Management
California
$1.12M +$981K +24,189 +483%
YWM
283
Yoder Wealth Management
California
$1.1M -$132K -3,260 -10%
FS
284
Financial Symmetry
North Carolina
$1.08M +$169K +4,164 +17%
UWM
285
USAdvisors Wealth Management
Minnesota
$1.04M -$895K -22,061 -45%
PFS
286
Prospera Financial Services
Texas
$1.04M +$263K +6,480 +32%
CPA
287
Cardiff Park Advisors
California
$1.03M +$41 +1 +0%
IFPG
288
Intrepid Financial Planning Group
Indiana
$1.02M -$81.4K -2,007 -7%
SIMC
289
Squire Investment Management Company
Utah
$1.02M +$345K +8,500 +47%
CFB
290
Cullen/Frost Bankers
Texas
$936K -$406K -10,000 -29%
GWM
291
Geneos Wealth Management
Colorado
$906K +$852K +21,010 +822%
DAS
292
Dynamic Advisor Solutions
Arizona
$880K -$122K -2,997 -12%
IAG
293
Investment Advisory Group
Massachusetts
$856K +$16.8K +414 +2%
SCM
294
SOL Capital Management
Maryland
$854K
MWA
295
Medallion Wealth Advisors
Connecticut
$831K +$71.5K +1,763 +9%
CIAS
296
CFS Investment Advisory Services
New Jersey
$825K +$18.5K +455 +2%
S4W
297
Solutions 4 Wealth
Texas
$822K
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$822K -$87.8K -2,164 -9%
MFWP
299
Mosaic Family Wealth Partners
Missouri
$821K +$91.6K +2,257 +12%
SF
300
SageOak Financial
Oklahoma
$820K -$949K -23,400 -52%