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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
ASN
376
Advisory Services Network
Georgia
$711K +$273K +5,885 +63%
BCA
377
Bay Capital Advisors
Virginia
$695K +$232 +5 +0%
LIP
378
Lynch Investment Planning
Pennsylvania
$662K +$655K +14,135 New
BTWM
379
Baker Tilly Wealth Management
Wisconsin
$658K -$480K -10,363 -42%
RWM
380
Rialto Wealth Management
New York
$656K
QWM
381
Quadcap Wealth Management
Texas
$655K
BJB
382
Broadhurst Jeffrey B
$654K +$648K +13,980 New
US Bancorp
383
US Bancorp
Minnesota
$644K +$443K +9,555 +227%
CPCM
384
Cardinal Point Capital Management
Ontario, Canada
$630K +$1.62K +35 +0.3%
VI
385
VanderPol Investments
Michigan
$619K +$8.2K +177 +1%
AWP
386
Axis Wealth Partners
Rhode Island
$617K -$2.09K -45 -0.3%
RWM
387
Rockwood Wealth Management
Pennsylvania
$615K
Envestnet Portfolio Solutions
388
Envestnet Portfolio Solutions
Illinois
$611K -$28.9K -624 -5%
FH
389
Financial Harvest
Florida
$588K
SCA
390
Strathmore Capital Advisors
North Carolina
$586K +$88.2K +1,902 +18%
MG
391
Mather Group
Illinois
$582K
DF
392
DecisionPoint Financial
Arizona
$577K -$1.02K -22 -0.2%
CWS
393
Cypress Wealth Services
California
$576K +$1.99K +43 +0.4%
AP
394
Aspect Partners
Virginia
$567K -$34.9K -752 -6%
KPWS
395
Kestra Private Wealth Services
Texas
$565K +$510 +11 +0.1%
AC
396
Annandale Capital
Texas
$558K
TFP
397
Triune Financial Partners
Kansas
$554K
RWM
398
Ritholtz Wealth Management
New York
$541K +$535K +11,552 New
WCM
399
Warburton Capital Management
Oklahoma
$539K +$14.2K +306 +3%
BFA
400
Beacon Financial Advisory
Ohio
$536K -$30.8K -664 -5%