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Dimensional US Core Equity Market ETF

571 hedge funds and large institutions have $7.5B invested in Dimensional US Core Equity Market ETF in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 265 increasing their positions, 176 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $224K | Put options by funds: $73K

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

51% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 176

2% more funds holding

Funds holding: 560571 (+11)

0% more funds holding in top 10

Funds holding in top 10: 114114 (0)

0.12% less ownership

Funds ownership: 73.01%72.89% (-0.12%)

0% less capital invested

Capital invested by funds: $7.52B → $7.5B (-$16.8M)

Holders
571
Holders Change
+11
Holders Change %
+1.96%
% of All Funds
7.03%
Holding in Top 10
114
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.4%
New
53
Increased
265
Reduced
176
Closed
31
Calls
$224K
Puts
$73K
Net Calls
+$151K
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
EM
376
ELCO Management
New York
$768K -$1.55K -33 -0.2%
CFO
377
Colony Family Offices
North Carolina
$764K
MAV
378
Mason & Associates (Virginia)
Virginia
$763K +$795K +16,909 New
ARA
379
Approach Retirement Advisors
Alabama
$755K +$1.93K +41 +0.2%
BC
380
Barrett & Company
Rhode Island
$749K -$7.19K -153 -0.9%
HF
381
HRT Financial
New York
$743K +$774K +16,468 New
OC
382
Optima Capital
Oregon
$733K -$38K -809 -5%
BTWM
383
Baker Tilly Wealth Management
Wisconsin
$730K +$99.9K +2,125 +15%
TWP
384
Triad Wealth Partners
Kansas
$712K -$90.2K -1,919 -11%
WUW
385
Wheels Up Wealth
California
$711K
LWM
386
Lakeridge Wealth Management
Ohio
$708K -$16.2K -344 -2%
MWA
387
Medallion Wealth Advisors
Connecticut
$704K -$54.6K -1,162 -7%
CSB
388
City State Bank
Iowa
$669K +$279K +5,933 +67%
HI
389
Harbour Investments
Wisconsin
$657K +$674K +14,340 +6,235%
ASN
390
Advisory Services Network
Georgia
$644K -$43.1K -916 -6%
DFS
391
Demming Financial Services
Ohio
$641K +$222K +4,713 +50%
TWA
392
Talisman Wealth Advisors
New Jersey
$632K +$446K +9,486 +111%
DF
393
DecisionPoint Financial
Arizona
$629K +$76.2K +1,621 +13%
RF
394
Rossby Financial
Florida
$624K +$377K +8,012 +140%
SCA
395
Strathmore Capital Advisors
North Carolina
$617K
CPCM
396
Cardinal Point Capital Management
Ontario, Canada
$609K +$1.55K +33 +0.2%
RWM
397
Rockwood Wealth Management
Pennsylvania
$592K
Envestnet Portfolio Solutions
398
Envestnet Portfolio Solutions
Illinois
$589K +$282 +6 +0%
BCA
399
Bay Capital Advisors
Virginia
$589K -$84.9K -1,806 -12%
BJB
400
Broadhurst Jeffrey B
$588K -$44.7K -950 -7%