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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
CSP
376
Cary Street Partners
Virginia
$355K +$375K +9,232 New
AC
377
AlphaCore Capital
California
$353K +$373K +9,195 New
CAS
378
Coppell Advisory Solutions
Texas
$351K -$2.64K -65 -0.7%
GA
379
Greenspring Advisors
Maryland
$347K -$45.5K -1,122 -11%
FVWA
380
Foster Victor Wealth Advisors
South Carolina
$343K +$381K +9,399 New
SW
381
Simplicity Wealth
New Jersey
$343K +$362K +8,928 New
PA
382
Parallel Advisors
California
$339K
AWS
383
Atria Wealth Solutions
New York
$339K +$2.03K +50 +0.6%
BTI
384
Blue Trust Inc
Georgia
$333K +$32.2K +794 +10%
RF
385
RHS Financial
California
$329K -$278K -6,850 -44%
BA
386
Bridgewater Advisors
New York
$329K +$351K +8,655 New
GSEP
387
Golden State Equity Partners
California
$328K +$19.4K +477 +6%
EWA
388
EP Wealth Advisors
California
$328K +$240K +5,909 +224%
PCM
389
Peirce Capital Management
Texas
$328K
FCI
390
Financial Counselors Inc
Kansas
$326K +$23.1K +569 +7%
WCM
391
Warburton Capital Management
Oklahoma
$325K
CFD
392
Creative Financial Designs
Indiana
$321K +$771 +19 +0.2%
RWM
393
Riverchase Wealth Management
Texas
$318K -$1.18M -29,031 -78%
FM
394
Foster & Motley
Ohio
$317K
SAM
395
Smartleaf Asset Management
Massachusetts
$314K
MADFP
396
Michael A Dubis Financial Planning
Wisconsin
$314K +$162 +4 +0%
SFC
397
Sprinkle Financial Consultants
Colorado
$313K +$730 +18 +0.2%
NDWM
398
New Dimensions Wealth Management
Texas
$308K +$325K +8,009 New
MF
399
Montis Financial
Massachusetts
$304K +$38.5K +948 +14%
TAM
400
Titleist Asset Management
Texas
$298K -$409K -10,080 -57%