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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
TWCA
51
Two West Capital Advisors
Kansas
$36.8M +$51.6K +1,171 +0.1%
AFA
52
Alpha Financial Advisors
North Carolina
$36.8M +$2.12M +48,024 +6%
PL
53
Plancorp LLC
Missouri
$36.4M -$65.4K -1,484 -0.2%
FCG
54
Financial Connections Group
California
$34.2M -$858K -19,478 -3%
TFO
55
Timonier Family Office
North Carolina
$33.4M +$3.35M +75,970 +12%
HFA
56
Highland Financial Advisors
New Jersey
$33.3M +$1.48M +33,684 +5%
UBS Group
57
UBS Group
Switzerland
$32.9M +$12.6M +286,573 +66%
Creative Planning
58
Creative Planning
Kansas
$31.7M +$771K +17,501 +3%
YWM
59
Yardley Wealth Management
Pennsylvania
$30.3M -$3.07M -69,791 -10%
BHWM
60
Bay Harbor Wealth Management
Maryland
$30.2M +$1.49M +33,856 +5%
ZF
61
Zhang Financial
Michigan
$30M +$1.27M +28,894 +5%
PWS
62
Physician Wealth Solutions
Nevada
$29.7M -$26.9K -610 -0.1%
Betterment LLC
63
Betterment LLC
New York
$29.1M -$1.51M -34,257 -5%
SDWIA
64
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$28.9M +$609K +13,817 +2%
SIA
65
Spectrum Investment Advisors
Wisconsin
$28.6M -$83.8K -1,901 -0.3%
KFGG
66
Keystone Financial Group (Georgia)
Georgia
$28.5M -$553K -12,542 -2%
AC
67
AWM Capital
Arizona
$28.4M -$1.1M -24,959 -4%
AA
68
ACT Advisors
North Carolina
$28.3M +$1.45M +32,988 +6%
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$28.1M +$3.73M +84,761 +16%
MWML
70
M Wealth Management LLC
California
$27M +$369K +8,386 +1%
Stifel Financial
71
Stifel Financial
Missouri
$26.6M -$66.4K -1,508 -0.3%
Osaic Holdings
72
Osaic Holdings
Arizona
$26.1M +$1.75M +39,830 +7%
KA
73
Kure Advisory
Minnesota
$25.6M +$207K +4,687 +0.8%
MCM
74
MAI Capital Management
Ohio
$25.1M +$1.08M +24,445 +5%
AFGAS
75
Allegiance Financial Group Advisory Services
Virginia
$24.7M +$2.54M +57,679 +12%