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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
TWCA
51
Two West Capital Advisors
Kansas
$27.4M +$1.68M +41,389 +6%
AA
52
Advisory Alpha
Michigan
$27.3M -$1.25M -30,936 -4%
HFA
53
Highland Financial Advisors
New Jersey
$26.1M +$1.72M +42,375 +7%
Creative Planning
54
Creative Planning
Kansas
$25.9M -$814K -20,068 -3%
KFGG
55
Keystone Financial Group (Georgia)
Georgia
$24.5M +$1.74M +42,872 +7%
V
56
VeraBank
Texas
$24.3M +$2.28M +56,115 +10%
QFA
57
Quantum Financial Advisors
California
$23.4M -$4.68M -115,451 -16%
PWS
58
Physician Wealth Solutions
Nevada
$23.3M -$1.26M -31,005 -5%
SIA
59
Spectrum Investment Advisors
Wisconsin
$23.2M +$203K +4,999 +0.8%
NA
60
Note Advisors
New York
$23.2M +$4.44M +109,379 +22%
BHWM
61
Bay Harbor Wealth Management
Maryland
$23.2M +$892K +21,994 +4%
AF
62
Advisornet Financial
Minnesota
$22.8M +$4.53M +111,697 +23%
AA
63
ACT Advisors
North Carolina
$22.6M +$2.73M +67,342 +13%
Stifel Financial
64
Stifel Financial
Missouri
$22.6M +$60.2K +1,484 +0.3%
MWML
65
M Wealth Management LLC
California
$22.4M -$3.05M -75,159 -11%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$22.2M +$6.57M +161,841 +39%
TFO
67
Timonier Family Office
North Carolina
$22M +$5.9M +145,442 +34%
SDWIA
68
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$21.7M +$859K +21,177 +4%
AC
69
AWM Capital
Arizona
$21.1M +$1.7M +41,793 +8%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$20.8M +$287K +7,067 +1%
SRWM
71
Shira Ridge Wealth Management
California
$20.2M +$174K +4,297 +0.8%
MFA
72
Morling Financial Advisors
California
$19.7M +$418K +10,297 +2%
KA
73
Kure Advisory
Minnesota
$19.7M +$20.7M +511,368 New
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$19.4M -$9.85M -242,814 -33%
HIG
75
Heritage Investment Group
Florida
$19.3M +$156K +3,840 +0.8%