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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
VF
401
Vawter Financial
Ohio
$288K
FWI
402
Facet Wealth Inc
Maryland
$279K
LKBC
403
L.K. Benson & Company
Maryland
$276K +$284 +7 +0.1%
IFA
404
Index Fund Advisors
California
$272K +$4.46K +110 +2%
SP
405
Symmetry Partners
Connecticut
$261K +$275K +6,781 New
LCM
406
Liberty Capital Management
Michigan
$259K
JIC
407
Joel Isaacson & Co
New York
$259K +$649 +16 +0.2%
WA
408
Wealthstream Advisors
New York
$252K +$243 +6 +0.1%
PHWM
409
Pine Harbor Wealth Management
Maryland
$252K
GLLW
410
Graves Light Lenhart Wealth
Virginia
$250K
PCM
411
Parsons Capital Management
Rhode Island
$246K -$26.7K -659 -9%
AIM
412
Archer Investment Management
Texas
$244K -$102K -2,521 -28%
SA
413
Seneschal Advisors
Washington
$239K +$253K +6,226 New
CAM
414
CPA Asset Management
Florida
$239K +$252K +6,206 New
BWA
415
Blodgett Wealth Advisors
California
$233K
AG
416
Ascent Group
Virginia
$232K
AWAG
417
ARS Wealth Advisors Group
Florida
$229K
CWM
418
Cornerstone Wealth Management
Missouri
$226K +$27.1K +668 +13%
AWMNH
419
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K +$238K +5,855 New
HIGP
420
Hill Investment Group Partners
Missouri
$224K -$9.45K -233 -4%
HWMC
421
Heritage Wealth Management (California)
California
$223K -$83.1K -2,048 -26%
HA
422
Huntleigh Advisors
Missouri
$219K +$19.3K +475 +9%
RF
423
Rossby Financial
Florida
$216K +$232K +5,716 New
EB
424
Emprise Bank
Kansas
$213K -$250K -6,172 -53%
TWC
425
TD Waterhouse Canada
Ontario, Canada
$213K