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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
PWMG
26
Pioneer Wealth Management Group
Texas
$73.6M +$7.11M +151,285 +10%
BA
27
BCM Advisors
Louisiana
$59.3M -$3.3M -70,129 -6%
HWM
28
HB Wealth Management
Georgia
$57.7M -$3.03M -64,528 -5%
AFA
29
Amicus Financial Advisors
Texas
$57.3M -$386K -8,215 -0.6%
HIF
30
Hill Island Financial
Michigan
$56.9M +$1.06M +22,553 +2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$56.6M +$3.2M +68,009 +6%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$54.5M -$201K -4,275 -0.4%
DWM
33
Diversify Wealth Management
Utah
$54.2M -$782K -16,625 -1%
SWA
34
Sterling Wealth Advisors
Florida
$53.7M -$382K -8,118 -0.7%
Mariner
35
Mariner
Kansas
$53.3M +$2.18M +46,332 +4%
EP
36
Essential Planning
New Hampshire
$51.1M -$1.6M -34,025 -3%
AWM
37
Austin Wealth Management
Texas
$50.8M -$23.9M -508,136 -31%
MWP
38
Meridian Wealth Partners
Pennsylvania
$50.3M +$1.74M +37,088 +3%
AF
39
Advisornet Financial
Minnesota
$47.8M +$6.51M +138,490 +15%
LPL Financial
40
LPL Financial
California
$47.5M -$263K -5,601 -0.5%
CW
41
Curio Wealth
Maryland
$47.4M +$3.95M +83,926 +9%
BJL
42
Brighton Jones LLC
Washington
$44.9M +$12.1K +258 +0%
FCG
43
Financial Connections Group
California
$43.4M -$140K -2,983 -0.3%
VWA
44
Valued Wealth Advisors
Utah
$43.4M +$2.78M +59,212 +7%
AFA
45
Alpha Financial Advisors
North Carolina
$43M +$2.25M +47,813 +5%
TAM
46
TCP Asset Management
Ohio
$42.9M +$309K +6,574 +0.7%
NA
47
Note Advisors
New York
$42.3M +$3.58M +76,138 +9%
KFAS
48
Keating Financial Advisory Services
Kansas
$41.9M +$8.56M +181,941 +24%
Corient Private Wealth
49
Corient Private Wealth
Florida
$41.1M -$41M -872,159 -49%
EWA
50
EP Wealth Advisors
California
$40.8M -$1.4M -29,802 -3%