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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
DWM
26
Diversify Wealth Management
Utah
$46.2M +$482K +11,881 +1%
SC
27
Savant Capital
Illinois
$42.9M +$2.07M +51,102 +5%
Corient Private Wealth
28
Corient Private Wealth
Florida
$41.5M -$9.55M -235,478 -18%
RRCM
29
Rappaport Reiches Capital Management
Illinois
$41.1M +$2.33M +57,386 +6%
Mariner
30
Mariner
Kansas
$40.6M +$1.16M +28,637 +3%
ACP
31
Aveo Capital Partners
Colorado
$39M +$2.09M +51,459 +5%
AWM
32
Austin Wealth Management
Texas
$38.5M +$6.8M +167,506 +20%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$36.5M +$8.55M +210,812 +29%
BJL
34
Brighton Jones LLC
Washington
$36.1M -$1.99M -49,033 -5%
SWA
35
Sterling Wealth Advisors
Florida
$36.1M -$396K -9,770 -1%
PWM
36
PBMares Wealth Management
Virginia
$36M +$1.92M +47,223 +5%
SMM
37
Stadion Money Management
Georgia
$35.1M -$846K -20,863 -2%
TAM
38
TCP Asset Management
Ohio
$33.7M +$644K +15,874 +2%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$32.5M +$1.68M +41,386 +5%
FCG
40
Financial Connections Group
California
$32.1M +$4.11M +101,372 +14%
LWM
41
Liberty Wealth Management
California
$31.3M +$2.48M +61,137 +8%
CW
42
Curio Wealth
Maryland
$30.7M -$30.2M -744,901 -100%
PL
43
Plancorp LLC
Missouri
$30.6M +$36.5K +900 +0.1%
WANY
44
Wealthspire Advisors (New York)
New York
$30.4M -$258K -6,364 -0.8%
AFA
45
Alpha Financial Advisors
North Carolina
$30.2M +$7.66M +188,892 +32%
VWA
46
Valued Wealth Advisors
Utah
$29.9M +$1.43M +35,132 +5%
SHFA
47
SC&H Financial Advisors
Maryland
$29.9M +$1.85M +45,722 +6%
LPL Financial
48
LPL Financial
California
$28.6M +$6.23M +153,606 +26%
YWM
49
Yardley Wealth Management
Pennsylvania
$27.6M -$5.08M -125,280 -15%
FWM
50
Fonville Wealth Management
Virginia
$27.5M +$2M +49,196 +7%