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Dimensional US Core Equity Market ETF

473 hedge funds and large institutions have $4.86B invested in Dimensional US Core Equity Market ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 234 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+13
Holders Change %
+2.83%
% of All Funds
6.43%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.4%
New
38
Increased
234
Reduced
135
Closed
19
Calls
$1.2M
Puts
$38K
Net Calls
+$1.17M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
26
Diversify Wealth Management
Utah
$46.2M +$451K +11,881 +1%
SC
27
Savant Capital
Illinois
$43.8M +$2.89M +75,150 +7%
Corient Private Wealth
28
Corient Private Wealth
Florida
$41.5M -$9.05M -235,478 -18%
RRCM
29
Rappaport Reiches Capital Management
Illinois
$41.1M +$2.21M +57,386 +6%
Mariner
30
Mariner
Kansas
$40.6M +$1.1M +28,637 +3%
ACP
31
Aveo Capital Partners
Colorado
$39M +$1.98M +51,459 +5%
AWM
32
Austin Wealth Management
Texas
$38.5M +$6.28M +167,506 +20%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$36.5M +$8.1M +210,812 +29%
BJL
34
Brighton Jones LLC
Washington
$36.1M -$1.88M -49,033 -5%
SWA
35
Sterling Wealth Advisors
Florida
$36.1M -$376K -9,770 -1%
PWM
36
PBMares Wealth Management
Virginia
$36M +$1.82M +47,223 +5%
SMM
37
Stadion Money Management
Georgia
$35.1M -$802K -20,863 -2%
TAM
38
TCP Asset Management
Ohio
$33.7M +$610K +15,874 +2%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$32.5M +$1.59M +41,386 +5%
FCG
40
Financial Connections Group
California
$32.1M +$3.9M +101,372 +14%
LWM
41
Liberty Wealth Management
California
$31.3M +$2.35M +61,137 +8%
CW
42
Curio Wealth
Maryland
$30.7M -$54.3B -744,901 -100%
PL
43
Plancorp LLC
Missouri
$30.6M +$34.6K +900 +0.1%
WANY
44
Wealthspire Advisors (New York)
New York
$30.4M -$245K -6,364 -0.8%
AFA
45
Alpha Financial Advisors
North Carolina
$30.2M +$7.26M +188,892 +32%
VWA
46
Valued Wealth Advisors
Utah
$29.9M +$1.35M +35,132 +5%
SHFA
47
SC&H Financial Advisors
Maryland
$29.9M +$1.76M +45,722 +6%
LPL Financial
48
LPL Financial
California
$28.6M +$5.9M +153,606 +26%
YWM
49
Yardley Wealth Management
Pennsylvania
$27.6M -$4.82M -125,280 -15%
FWM
50
Fonville Wealth Management
Virginia
$27.5M +$1.89M +49,196 +7%