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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
PTC
401
Private Trust Company
Ohio
$533K +$23.2K +500 +5%
DWA
402
Delap Wealth Advisory
Oregon
$525K
AFP
403
ATLas Financial Planning
Georgia
$524K +$519K +11,189 New
PP
404
Patten & Patten
Tennessee
$518K -$30.1K -650 -6%
BAM
405
Bayshore Asset Management
Florida
$504K -$2.23K -48 -0.4%
FFP
406
Freedom Financial Partners
Minnesota
$499K -$59.7K -1,289 -11%
CAG
407
Compass Advisory Group
New York
$498K +$1.25K +27 +0.3%
Northern Trust
408
Northern Trust
Illinois
$497K +$65.8K +1,420 +15%
WFA
409
WMG Financial Advisors
Tennessee
$495K -$23.2K -500 -5%
SPC
410
Sigma Planning Corp
Michigan
$494K +$278 +6 +0.1%
PWIA
411
Porter White Investment Advisors
Alabama
$493K +$463 +10 +0.1%
KCA
412
Kilner Capital Advisors
Maryland
$491K +$487K +10,502 New
BIG
413
Builder Investment Group
Georgia
$488K +$1.53K +33 +0.3%
HWM
414
HBE Wealth Management
Nebraska
$488K +$484K +10,434 New
FF
415
Foundry Financial
California
$488K +$483K +10,419 New
DFS
416
Dixon Fnancial Services
California
$486K +$17.8K +383 +4%
QCM
417
Quantinno Capital Management
New York
$485K +$480K +10,363 New
VWA
418
Vistica Wealth Advisors
California
$470K +$465K +10,038 New
TI
419
tru Independence
Oregon
$468K +$1.21K +26 +0.3%
Bank of Montreal
420
Bank of Montreal
Ontario, Canada
$467K
TP
421
Tranquility Partners
Tennessee
$463K -$75.3K -1,625 -14%
GWS
422
Glassman Wealth Services
Virginia
$461K
EIA
423
Eldridge Investment Advisors
New Hampshire
$458K -$4.08K -88 -0.9%
UWPG
424
Ullmann Wealth Partners Group
Florida
$455K -$3.99K -86 -0.9%
GA
425
Gordian Advisors
Arizona
$445K +$185 +4 +0%