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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
AWP
351
Axis Wealth Partners
Rhode Island
$606K +$17.3K +393 +3%
RWM
352
Rockwood Wealth Management
Pennsylvania
$601K
AP
353
Aspect Partners
Virginia
$589K
LG
354
LAM Group
Oregon
$586K -$4.19K -95 -0.7%
FH
355
Financial Harvest
Florida
$575K
Wells Fargo
356
Wells Fargo
California
$571K +$531K +12,047 +2,855%
MG
357
Mather Group
Illinois
$569K
MGW
358
MB Generational Wealth
Washington
$568K +$547K +12,407 New
DF
359
DecisionPoint Financial
Arizona
$567K -$54.9K -1,246 -9%
CWS
360
Cypress Wealth Services
California
$562K -$9.65K -219 -2%
BFA
361
Beacon Financial Advisory
Ohio
$554K -$25.7K -584 -5%
KPWS
362
Kestra Private Wealth Services
Texas
$552K -$121K -2,740 -19%
TWP
363
Triad Wealth Partners
Kansas
$548K +$31.7K +719 +6%
FFP
364
Freedom Financial Partners
Minnesota
$547K +$1.1K +25 +0.2%
PP
365
Patten & Patten
Tennessee
$536K
CFG
366
Cooper Financial Group
California
$535K +$176 +4 +0%
TFP
367
Triune Financial Partners
Kansas
$532K
BCM
368
Brookstone Capital Management
Illinois
$528K +$20.7K +470 +4%
TP
369
Tranquility Partners
Tennessee
$527K -$88 -2 -0%
DWA
370
Delap Wealth Advisory
Oregon
$514K
WCM
371
Warburton Capital Management
Oklahoma
$514K +$14.4K +327 +3%
WFA
372
WMG Financial Advisors
Tennessee
$507K -$33.4K -759 -6%
GS
373
GWN Securities
Florida
$505K +$9.78K +222 +2%
FIC
374
FCG Investment Company
Tennessee
$503K
PTC
375
Private Trust Company
Ohio
$498K -$8.64K -196 -2%