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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
RWM
326
Rialto Wealth Management
New York
$573K +$173K +4,276 +40%
MFG
327
Merit Financial Group
Georgia
$571K +$602K +14,848 New
CPCM
328
Cardinal Point Capital Management
Ontario, Canada
$570K +$601K +14,821 New
EIA
329
Eldridge Investment Advisors
New Hampshire
$562K +$81 +2 +0%
CWP
330
Concord Wealth Partners
Virginia
$562K +$1.38K +34 +0.2%
CWM
331
Congress Wealth Management
Massachusetts
$560K -$522K -12,865 -47%
BCA
332
Bay Capital Advisors
Virginia
$555K
Envestnet Portfolio Solutions
333
Envestnet Portfolio Solutions
Illinois
$543K -$1.14K -28 -0.2%
VPP
334
Vertex Planning Partners
Illinois
$538K +$104K +2,576 +23%
EFG
335
Ethos Financial Group
Pennsylvania
$533K
DF
336
DecisionPoint Financial
Arizona
$522K
MFC
337
Morris Financial Concepts
South Carolina
$515K -$13.5K -332 -2%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$506K -$4.87K -120 -0.9%
RWM
339
Rockwood Wealth Management
Pennsylvania
$505K
AWP
340
Axis Wealth Partners
Rhode Island
$503K -$30.1K -743 -5%
PP
341
Patten & Patten
Tennessee
$496K -$42.6K -1,050 -8%
AP
342
Aspect Partners
Virginia
$495K
CWS
343
Cypress Wealth Services
California
$489K -$17.7K -437 -3%
TWP
344
Total Wealth Planning
Ohio
$487K -$15.5K -382 -3%
Financial Engines Advisors
345
Financial Engines Advisors
California
$479K
MG
346
Mather Group
Illinois
$478K
KAM
347
Kraft Asset Management
Tennessee
$472K -$14K -345 -3%
LG
348
LAM Group
Oregon
$466K -$16.6K -410 -3%
FFP
349
Freedom Financial Partners
Minnesota
$458K +$608 +15 +0.1%
DWM
350
Dopkins Wealth Management
New York
$456K -$44.7K -1,102 -9%