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Dimensional US Core Equity Market ETF

506 hedge funds and large institutions have $6.44B invested in Dimensional US Core Equity Market ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 219 increasing their positions, 177 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,653% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $19K

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

24% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 177

12% more capital invested

Capital invested by funds: $5.73B → $6.44B (+$706M)

2% more funds holding

Funds holding: 496506 (+10)

2% more funds holding in top 10

Funds holding in top 10: 100102 (+2)

0.5% more ownership

Funds ownership: 67.97%68.47% (+0.5%)

Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
6.64%
Holding in Top 10
102
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2%
% of All Funds
1.34%
New
32
Increased
219
Reduced
177
Closed
14
Calls
$1.28M
Puts
$19K
Net Calls
+$1.26M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HIF
26
Hill Island Financial
Michigan
$55.3M -$2.03M -46,120 -4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$54.5M -$4.43M -100,516 -8%
DWM
28
Diversify Wealth Management
Utah
$52.3M -$3.35M -76,053 -6%
MWP
29
Meridian Wealth Partners
Pennsylvania
$50.9M -$31.4M -712,651 -39%
Mariner
30
Mariner
Kansas
$49.7M +$261K +5,914 +0.5%
SWA
31
Sterling Wealth Advisors
Florida
$47.9M +$1.07M +24,253 +2%
Kovitz Investment Group Partners
32
Kovitz Investment Group Partners
Illinois
$46.3M +$4.68M +106,164 +12%
PWM
33
PBMares Wealth Management
Virginia
$45.8M +$4.01M +90,976 +10%
BJL
34
Brighton Jones LLC
Washington
$44.7M +$712K +16,155 +2%
LPL Financial
35
LPL Financial
California
$42.4M +$4.41M +100,174 +12%
TAM
36
TCP Asset Management
Ohio
$42M +$765K +17,364 +2%
Corient Private Wealth
37
Corient Private Wealth
Florida
$42M -$1.12M -25,409 -3%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$41.9M +$6.37M +144,644 +19%
AF
39
Advisornet Financial
Minnesota
$41.3M -$731K -16,584 -2%
MGIA
40
Moneta Group Investment Advisors
Missouri
$41.1M +$39.6M +899,255 New
VWA
41
Valued Wealth Advisors
Utah
$40.7M +$2.46M +55,752 +7%
CW
42
Curio Wealth
Maryland
$39.6M +$1.83M +41,498 +5%
SMM
43
Stadion Money Management
Georgia
$38.7M -$2M -45,442 -5%
AA
44
Advisory Alpha
Michigan
$38.6M +$3.03M +68,696 +9%
FWM
45
Fonville Wealth Management
Virginia
$38.3M +$619K +14,049 +2%
WANY
46
Wealthspire Advisors (New York)
New York
$38M -$962K -21,842 -3%
LWM
47
Liberty Wealth Management
California
$37.2M -$644K -14,608 -2%
SHFA
48
SC&H Financial Advisors
Maryland
$37.2M +$46.7K +1,059 +0.1%
V
49
VeraBank
Texas
$37.2M +$2.2M +50,038 +7%
NA
50
Note Advisors
New York
$37M +$1.55M +35,150 +5%