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Dimensional US Core Equity Market ETF

560 hedge funds and large institutions have $7.52B invested in Dimensional US Core Equity Market ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 239 increasing their positions, 166 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,933% more call options, than puts

Call options by funds: $241K | Put options by funds: $3K

344% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 18

44% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 166

17% more capital invested

Capital invested by funds: $6.44B → $7.52B (+$1.08B)

12% more funds holding in top 10

Funds holding in top 10: 102114 (+12)

11% more funds holding

Funds holding: 506560 (+54)

4.54% more ownership

Funds ownership: 68.47%73.01% (+4.5%)

Holders
560
Holders Change
+54
Holders Change %
+10.67%
% of All Funds
6.81%
Holding in Top 10
114
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.76%
% of All Funds
1.39%
New
80
Increased
239
Reduced
166
Closed
18
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
301
Balance Wealth
Ohio
$1.69M -$167K -3,611 -9%
SCM
302
SB Capital Management
California
$1.68M +$1.67M +35,993 New
OW
303
Olistico Wealth
Oklahoma
$1.63M +$3.15K +68 +0.2%
FFWA
304
Forthright Family Wealth Advisory
Texas
$1.63M +$20.7K +446 +1%
FS
305
Financial Symmetry
North Carolina
$1.62M +$142K +3,062 +10%
TCBWMS
306
Texas Capital Bank Wealth Management Services
Texas
$1.61M +$1.59M +34,339 New
SA
307
Sincerus Advisory
New York
$1.6M +$2.46K +53 +0.2%
BI
308
Beckerman Institutional
New Jersey
$1.57M -$11.5K -249 -0.7%
KRW
309
Kaufman Rossin Wealth
Florida
$1.54M -$30.1K -649 -2%
LFA
310
Lauterbach Financial Advisors
Texas
$1.53M -$111K -2,400 -7%
WFAG
311
Wescott Financial Advisory Group
Pennsylvania
$1.53M +$2.18K +47 +0.1%
FPI
312
Financial Plan Inc
Washington
$1.5M +$1.48M +32,023 New
FPCG
313
Forum Private Client Group
Indiana
$1.48M +$32.1K +693 +2%
SH
314
SLT Holdings
Arizona
$1.46M +$43.2K +932 +3%
AFC
315
Ares Financial Consulting
California
$1.4M +$1.39M +29,963 New
SA
316
Seneschal Advisors
Washington
$1.37M +$516K +11,124 +61%
LHP
317
Lexington Hill Partners
Texas
$1.36M +$1.35M +29,074 New
PFS
318
Prospera Financial Services
Texas
$1.36M +$122K +2,622 +10%
AA
319
Auxano Advisors
Washington
$1.35M -$56.5K -1,219 -4%
XPN
320
XY Planning Network
Montana
$1.34M +$823K +17,761 +162%
PFA
321
Pure Financial Advisors
California
$1.3M +$1.81K +39 +0.1%
EAM
322
Evanson Asset Management
California
$1.28M +$35.4K +764 +3%
MFC
323
Morris Financial Concepts
South Carolina
$1.26M +$7.23K +156 +0.6%
Financial Engines Advisors
324
Financial Engines Advisors
California
$1.25M +$91.9K +1,982 +8%
OA
325
Oceanside Advisors
South Carolina
$1.25M -$245K -5,291 -17%