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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
KP
301
Keel Point
Alabama
$1.69M +$11.1K +237 +0.6%
MFGM
302
Marshall Financial Group (Maryland)
Maryland
$1.68M -$20.8K -442 -1%
SH
303
SLT Holdings
Arizona
$1.68M +$278K +5,919 +19%
EFG
304
Everest Financial Group
Minnesota
$1.63M +$1.7M +36,112 New
FPCG
305
Forum Private Client Group
Indiana
$1.62M +$196K +4,160 +13%
GWA
306
Gutierrez Wealth Advisory
Arkansas
$1.61M +$713K +15,171 +74%
BW
307
Balance Wealth
Ohio
$1.6M -$30.8K -654 -2%
OW
308
Olistico Wealth
Oklahoma
$1.57M +$2.92K +62 +0.2%
SPA
309
Shore Point Advisors
New Jersey
$1.56M -$1.09M -23,190 -40%
BI
310
Beckerman Institutional
New Jersey
$1.51M -$7.01K -149 -0.4%
RWM
311
Rialto Wealth Management
New York
$1.48M +$888K +18,879 +135%
RGF
312
Retirement Guys Formula
Ohio
$1.46M -$249K -5,305 -14%
LFA
313
Lauterbach Financial Advisors
Texas
$1.46M -$22.5K -479 -1%
KRW
314
Kaufman Rossin Wealth
Florida
$1.45M -$36.5K -776 -2%
FPI
315
Financial Plan Inc
Washington
$1.44M
WFAG
316
Wescott Financial Advisory Group
Pennsylvania
$1.44M -$33.6K -715 -2%
SIMC
317
Squire Investment Management Company
Utah
$1.43M +$260K +5,522 +21%
TCBWMS
318
Texas Capital Bank Wealth Management Services
Texas
$1.42M -$133K -2,835 -8%
VFG
319
V2 Financial group
Illinois
$1.42M +$1.48M +31,369 New
IAAG
320
Innovative Asset Advisors Group
Connecticut
$1.39M +$1.45M +30,868 New
AFC
321
Ares Financial Consulting
California
$1.36M +$376 +8 +0%
SA
322
Sincerus Advisory
New York
$1.34M -$214K -4,551 -13%
CIAS
323
CFS Investment Advisory Services
New Jersey
$1.32M +$22.5K +478 +2%
XPN
324
XY Planning Network
Montana
$1.32M +$12.1K +257 +0.9%
Wealthfront Advisers
325
Wealthfront Advisers
California
$1.31M +$385K +8,192 +39%