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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
WFA
351
WMG Financial Advisors
Tennessee
$455K +$106K +2,605 +28%
Fisher Asset Management
352
Fisher Asset Management
Washington
$451K +$227K +5,589 +91%
CFG
353
Cooper Financial Group
California
$449K -$151K -3,716 -24%
RA
354
RFG Advisory
Alabama
$447K -$3.57M -88,105 -88%
AC
355
Annandale Capital
Texas
$441K +$49.9K +1,230 +12%
TP
356
Tranquility Partners
Tennessee
$439K +$690 +17 +0.1%
SPC
357
Sigma Planning Corp
Michigan
$437K +$11.1K +273 +2%
PTC
358
Private Trust Company
Ohio
$426K
PWIA
359
Porter White Investment Advisors
Alabama
$418K +$4.18K +103 +1%
VPIM
360
Vanguard Personalized Indexing Management
California
$411K
CAG
361
Compass Advisory Group
New York
$408K +$430K +10,605 New
Fidelity Investments
362
Fidelity Investments
Massachusetts
$403K +$29K +714 +7%
EA
363
Eclectic Associates
California
$392K -$124K -3,067 -23%
DFS
364
Dixon Fnancial Services
California
$389K +$16.1K +398 +4%
TI
365
tru Independence
Oregon
$381K +$892 +22 +0.2%
CSB
366
City State Bank
Iowa
$379K +$24K +592 +6%
GWS
367
Glassman Wealth Services
Virginia
$379K
UWPG
368
Ullmann Wealth Partners Group
Florida
$377K -$29.7K -731 -7%
BIG
369
Builder Investment Group
Georgia
$376K +$99.1K +2,442 +33%
EFS
370
Essex Financial Services
Connecticut
$375K -$10.5K -260 -3%
NRG
371
Nemes Rush Group
Michigan
$374K +$290K +7,156 +278%
HWMT
372
Heritage Wealth Management (Texas)
Texas
$371K -$297K -7,324 -43%
SC
373
Shearwater Capital
Colorado
$365K
RWM
374
Ruedi Wealth Management
Illinois
$364K -$10.9K -268 -3%
ASN
375
Advisory Services Network
Georgia
$357K -$41 -1 -0%