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Dimensional US Core Equity Market ETF

506 hedge funds and large institutions have $6.44B invested in Dimensional US Core Equity Market ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 219 increasing their positions, 177 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,653% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $19K

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

24% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 177

12% more capital invested

Capital invested by funds: $5.73B → $6.44B (+$706M)

2% more funds holding

Funds holding: 496506 (+10)

2% more funds holding in top 10

Funds holding in top 10: 100102 (+2)

0.5% more ownership

Funds ownership: 67.97%68.47% (+0.5%)

Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
6.64%
Holding in Top 10
102
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2%
% of All Funds
1.34%
New
32
Increased
219
Reduced
177
Closed
14
Calls
$1.28M
Puts
$19K
Net Calls
+$1.26M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
YWM
301
Yoder Wealth Management
California
$1.19M -$59.6K -1,353 -5%
PCM
302
Peirce Capital Management
Texas
$1.19M
IFPG
303
Intrepid Financial Planning Group
Indiana
$1.18M -$39.2K -890 -3%
VT
304
Vise Technologies
New York
$1.15M +$1.1M +25,067 New
Renaissance Technologies
305
Renaissance Technologies
New York
$1.14M +$52.9K +1,200 +5%
Financial Engines Advisors
306
Financial Engines Advisors
California
$1.13M +$2.78K +63 +0.3%
NWM
307
Northwest Wealth Management
Iowa
$1.13M -$4.58K -104 -0.4%
BTWM
308
Baker Tilly Wealth Management
Wisconsin
$1.12M +$1.08M +24,421 New
CFB
309
Cullen/Frost Bankers
Texas
$1.11M
HA
310
Huntleigh Advisors
Missouri
$1.07M +$781K +17,735 +311%
CAG
311
Csenge Advisory Group
Florida
$1.04M +$21.4K +486 +2%
IAG
312
Investment Advisory Group
Massachusetts
$1.03M +$220 +5 +0%
MSFS
313
Main Street Financial Solutions
Pennsylvania
$995K +$23.2K +527 +2%
AF
314
Apollon Financial
South Carolina
$994K
EWA
315
Exencial Wealth Advisors
Oklahoma
$991K +$8.41K +191 +0.9%
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$985K +$119K +2,692 +14%
S4W
317
Solutions 4 Wealth
Texas
$978K
Fidelity Investments
318
Fidelity Investments
Massachusetts
$944K +$393K +8,929 +76%
GAM
319
Gould Asset Management
California
$931K +$22K +500 +3%
CWA
320
Cascade Wealth Advisors
Washington
$930K -$1.03M -23,422 -54%
MWA
321
Medallion Wealth Advisors
Connecticut
$928K -$10.8K -246 -1%
Wealthfront Advisers
322
Wealthfront Advisers
California
$926K -$33.8K -767 -4%
SCM
323
SOL Capital Management
Maryland
$919K -$121K -2,752 -12%
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$916K +$773K +17,540 +707%
FNBSF
325
First National Bank Sioux Falls
South Dakota
$891K