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Dimensional US Core Equity Market ETF

506 hedge funds and large institutions have $6.44B invested in Dimensional US Core Equity Market ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 219 increasing their positions, 177 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,653% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $19K

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

24% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 177

12% more capital invested

Capital invested by funds: $5.73B → $6.44B (+$706M)

2% more funds holding

Funds holding: 496506 (+10)

2% more funds holding in top 10

Funds holding in top 10: 100102 (+2)

0.5% more ownership

Funds ownership: 67.97%68.47% (+0.5%)

Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
6.64%
Holding in Top 10
102
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2%
% of All Funds
1.34%
New
32
Increased
219
Reduced
177
Closed
14
Calls
$1.28M
Puts
$19K
Net Calls
+$1.26M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
401
Golden State Equity Partners
California
$399K +$3.79K +86 +1%
TAM
402
Titleist Asset Management
Texas
$387K -$273K -6,190 -42%
BA
403
Bridgewater Advisors
New York
$385K -$11.7K -265 -3%
SFC
404
Sprinkle Financial Consultants
Colorado
$383K +$1.06K +24 +0.3%
FM
405
Foster & Motley
Ohio
$377K
ADL
406
Asset Dedication LLC
California
$367K -$121K -2,746 -25%
CSP
407
Cary Street Partners
Virginia
$367K -$138K -3,127 -28%
NDWM
408
New Dimensions Wealth Management
Texas
$366K
MT
409
Midwest Trust
Kansas
$365K -$9.87K -224 -3%
RWM
410
Riverchase Wealth Management
Texas
$364K -$15.4K -349 -4%
CSPIA
411
Cary Street Partners Investment Advisory
Virginia
$363K +$349K +7,931 New
BTI
412
Blue Trust Inc
Georgia
$353K
OFS
413
OneAscent Financial Services
Alabama
$349K -$90.2K -2,047 -21%
GWA
414
Gutierrez Wealth Advisory
Arkansas
$347K +$334K +7,584 New
S
415
SignatureFD
Georgia
$341K +$837 +19 +0.3%
RF
416
RHS Financial
California
$336K
NI
417
Natural Investments
California
$330K +$378K +8,569 New
MF
418
Montis Financial
Massachusetts
$329K -$31.1K -707 -9%
TCWM
419
Total Clarity Wealth Management
Illinois
$329K -$152K -3,453 -32%
IFA
420
Index Fund Advisors
California
$327K +$837 +19 +0.3%
SFWA
421
Summit Financial Wealth Advisors
Louisiana
$321K
LKBC
422
L.K. Benson & Company
Maryland
$320K +$132 +3 +0%
SAM
423
Smartleaf Asset Management
Massachusetts
$314K -$9.74K -221 -3%
HWM
424
Heirloom Wealth Management
Colorado
$310K -$6.4M -145,173 -96%
JIC
425
Joel Isaacson & Co
New York
$309K +$793 +18 +0.3%