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Dimensional US Core Equity Market ETF

555 hedge funds and large institutions have $7.52B invested in Dimensional US Core Equity Market ETF in 2025 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 239 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
114
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$241K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
Note Advisors
New York
$40.8M
FWM
52
Fonville Wealth Management
Virginia
$39.9M
SHFA
53
SC&H Financial Advisors
Maryland
$39.4M
V
54
VeraBank
Texas
$39.4M
WANY
55
Wealthspire Advisors (New York)
New York
$38.6M
LWM
56
Liberty Wealth Management
California
$37.6M
PL
57
Plancorp LLC
Missouri
$37M
TWCA
58
Two West Capital Advisors
Kansas
$36.9M
TFO
59
Timonier Family Office
North Carolina
$36.4M
ACM
60
AlphaStar Capital Management
North Carolina
$36.3M
KFAS
61
Keating Financial Advisory Services
Kansas
$35M
HFA
62
Highland Financial Advisors
New Jersey
$34.8M
Creative Planning
63
Creative Planning
Kansas
$32.6M
ZF
64
Zhang Financial
Michigan
$31.5M
BHWM
65
Bay Harbor Wealth Management
Maryland
$31.5M
UBS Group
66
UBS Group
Switzerland
$31.1M
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$31.1M
YWM
68
Yardley Wealth Management
Pennsylvania
$31.1M
PWS
69
Physician Wealth Solutions
Nevada
$30.7M
AA
70
ACT Advisors
North Carolina
$30.7M
CFO
71
CVA Family Office
Colorado
$30.4M
KFGG
72
Keystone Financial Group (Georgia)
Georgia
$29.7M
SDWIA
73
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$29.6M
SIA
74
Spectrum Investment Advisors
Wisconsin
$29.1M
Betterment LLC
75
Betterment LLC
New York
$28.3M