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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
GWA
351
Gutierrez Wealth Advisory
Arkansas
$964K +$603K +13,017 +172%
VPP
352
Vertex Planning Partners
Illinois
$961K +$198K +4,274 +26%
CWA
353
Cascade Wealth Advisors
Washington
$957K -$46 -1 -0%
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$937K
FNBSF
355
First National Bank Sioux Falls
South Dakota
$911K
SF
356
SageOak Financial
Oklahoma
$893K -$93 -2 -0%
AIC
357
Allodium Investment Consultants
Minnesota
$890K -$1.53K -33 -0.2%
SA
358
Stewardship Advisors
Pennsylvania
$872K -$20.5K -443 -2%
LAMC
359
Longview Asset Management (California)
California
$869K -$2.92K -63 -0.3%
MFWP
360
Mosaic Family Wealth Partners
Missouri
$838K -$11.3K -243 -1%
OCA
361
Optimus Capital Advisors
Texas
$838K +$830K +17,906 New
CMBA
362
C.M. Bidwell & Associates
Hawaii
$834K
TWP
363
Triad Wealth Partners
Kansas
$829K +$266K +5,729 +48%
TCA
364
Transcend Capital Advisors
New Jersey
$812K
OC
365
Optima Capital
Oregon
$798K +$881 +19 +0.1%
EM
366
ELCO Management
New York
$798K -$2.32K -50 -0.3%
CFO
367
Colony Family Offices
North Carolina
$792K
MWA
368
Medallion Wealth Advisors
Connecticut
$785K -$163K -3,526 -17%
BC
369
Barrett & Company
Rhode Island
$784K -$37K -798 -5%
ARA
370
Approach Retirement Advisors
Alabama
$782K +$774K +16,701 New
MFG
371
Merit Financial Group
Georgia
$772K -$590K -12,730 -44%
Renaissance Technologies
372
Renaissance Technologies
New York
$768K -$394K -8,500 -34%
LWM
373
Lakeridge Wealth Management
Ohio
$751K -$19.6K -423 -3%
WUW
374
Wheels Up Wealth
California
$738K +$731K +15,766 New
Wells Fargo
375
Wells Fargo
California
$711K +$126K +2,729 +22%