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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
EWA
476
EQ Wealth Advisors
Texas
$500 +$527 +13 New
EFP
477
Elser Financial Planning
Indiana
-$80.3M -1,981,392,522 Closed
Two Sigma Investments
478
Two Sigma Investments
New York
-$17.2M -423,900 Closed
WP
479
WMS Partners
Maryland
-$8.92M -220,314 Closed
Citadel Advisors
480
Citadel Advisors
Florida
-$1.39M -34,243 Closed
BPWM
481
Black Point Wealth Management
Florida
-$823K -20,329 Closed
BWA
482
BCU Wealth Advisors
Illinois
-$477K -11,773 Closed
PAG
483
Private Advisory Group
Washington
-$410K -10,124 Closed
OFS
484
OneAscent Financial Services
Alabama
-$403K -9,946 Closed
SWM
485
Stark Wealth Management
Pennsylvania
-$332K -8,194 Closed
CCMG
486
Clark Capital Management Group
Pennsylvania
-$307K -7,582 Closed
PWP
487
Perfromance Wealth Partners
Illinois
-$298K -7,352 Closed
Neuberger Berman Group
488
Neuberger Berman Group
New York
-$237K -5,845 Closed
IPW
489
IronBridge Private Wealth
Texas
-$235K -5,814 Closed
AAS
490
Avantax Advisory Services
Texas
-$214K -5,282 Closed
LWM
491
Lodestone Wealth Management
Washington
-$210K -5,189 Closed
BAM
492
BOS Asset Management
Illinois
-$209K -5,168 Closed
Ameriprise
493
Ameriprise
Minnesota
-$208K -5,149 Closed
CF
494
Conquis Financial
California
-$66.6K -1,646 Closed
Jones Financial Companies
495
Jones Financial Companies
Missouri
-$38.8K -958 Closed
EWA
496
EverSource Wealth Advisors
Alabama
-$367 -9 Closed
LOIP
497
Live Oak Investment Partners
Texas
-$79.6K