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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
EWA
301
Exencial Wealth Advisors
Oklahoma
$817K -$33.8K -832 -4%
OC
302
Optima Capital
Oregon
$812K +$252K +6,223 +42%
MSFS
303
Main Street Financial Solutions
Pennsylvania
$810K -$9.33K -230 -1%
WIM
304
Warwick Investment Management
Texas
$792K +$203 +5 +0%
GAM
305
Gould Asset Management
California
$778K +$6.08K +150 +0.7%
CAG
306
Csenge Advisory Group
Florida
$759K +$39.3K +970 +5%
CWM
307
Cahill Wealth Management
Michigan
$753K -$1.34K -33 -0.2%
PFA
308
Pure Financial Advisors
California
$753K +$1.38K +34 +0.2%
FNBSF
309
First National Bank Sioux Falls
South Dakota
$748K
SA
310
Stewardship Advisors
Pennsylvania
$745K +$130K +3,205 +20%
GS
311
GWN Securities
Florida
$740K +$781K +19,246 New
LAMC
312
Longview Asset Management (California)
California
$738K -$3.65K -90 -0.5%
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$724K
AIC
314
Allodium Investment Consultants
Minnesota
$693K +$72.5K +1,788 +11%
Renaissance Technologies
315
Renaissance Technologies
New York
$688K -$1.1M -27,100 -60%
CMBA
316
C.M. Bidwell & Associates
Hawaii
$685K
BC
317
Barrett & Company
Rhode Island
$680K +$60.9K +1,501 +9%
VI
318
VanderPol Investments
Michigan
$678K -$36.7K -905 -5%
EM
319
ELCO Management
New York
$658K -$2.03K -50 -0.3%
VCM
320
Virtue Capital Management
Tennessee
$657K +$694K +17,100 New
CFO
321
Colony Family Offices
North Carolina
$651K
TCA
322
Transcend Capital Advisors
New Jersey
$648K +$684K +16,864 New
KPWS
323
Kestra Private Wealth Services
Texas
$619K -$3.94K -97 -0.6%
BFA
324
Beacon Financial Advisory
Ohio
$612K -$243K -5,985 -27%
SFWA
325
Summit Financial Wealth Advisors
Louisiana
$577K