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Dimensional US Core Equity Market ETF

571 hedge funds and large institutions have $7.5B invested in Dimensional US Core Equity Market ETF in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 265 increasing their positions, 176 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $224K | Put options by funds: $73K

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

51% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 176

2% more funds holding

Funds holding: 560571 (+11)

0% more funds holding in top 10

Funds holding in top 10: 114114 (0)

0.12% less ownership

Funds ownership: 73.01%72.89% (-0.12%)

0% less capital invested

Capital invested by funds: $7.52B → $7.5B (-$16.8M)

Holders
571
Holders Change
+11
Holders Change %
+1.96%
% of All Funds
7.03%
Holding in Top 10
114
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.4%
New
53
Increased
265
Reduced
176
Closed
31
Calls
$224K
Puts
$73K
Net Calls
+$151K
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
401
Axis Wealth Partners
Rhode Island
$580K -$15.5K -330 -3%
CA
402
Clearstead Advisors
Ohio
$578K +$603K +12,814 New
QWM
403
Quadcap Wealth Management
Texas
$572K -$129K -2,734 -18%
QCM
404
Quantinno Capital Management
New York
$569K +$106K +2,255 +22%
FH
405
Financial Harvest
Florida
$567K +$47 +1 +0%
MG
406
Mather Group
Illinois
$561K
CWS
407
Cypress Wealth Services
California
$556K +$376 +8 +0.1%
LIP
408
Lynch Investment Planning
Pennsylvania
$554K -$87.6K -1,863 -13%
Wells Fargo
409
Wells Fargo
California
$550K -$141K -3,005 -20%
AC
410
Annandale Capital
Texas
$538K
TFP
411
Triune Financial Partners
Kansas
$524K
KPWS
412
Kestra Private Wealth Services
Texas
$516K -$30.1K -641 -5%
PTC
413
Private Trust Company
Ohio
$514K
FWI
414
Facet Wealth Inc
Maryland
$510K +$143K +3,042 +37%
DWA
415
Delap Wealth Advisory
Oregon
$506K
AFP
416
ATLas Financial Planning
Georgia
$505K
BFA
417
Beacon Financial Advisory
Ohio
$496K -$21.1K -449 -4%
DFS
418
Dixon Fnancial Services
California
$488K +$20.3K +432 +4%
BAM
419
Bayshore Asset Management
Florida
$486K +$282 +6 +0.1%
MHC
420
May Hill Capital
Massachusetts
$486K +$506K +10,771 New
PP
421
Patten & Patten
Tennessee
$485K -$14.5K -308 -3%
LWM
422
Luminvest Wealth Management
Arizona
$485K +$505K +10,748 New
FFP
423
Freedom Financial Partners
Minnesota
$482K +$893 +19 +0.2%
CAG
424
Compass Advisory Group
New York
$480K
BIG
425
Builder Investment Group
Georgia
$479K +$7.99K +170 +2%