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Dimensional US Core Equity Market ETF

560 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 80 funds opening new positions, 239 increasing their positions, 166 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,933% more call options, than puts

Call options by funds: $241K | Put options by funds: $3K

344% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 18

44% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 166

17% more capital invested

Capital invested by funds: $6.44B → $7.52B (+$1.08B)

12% more funds holding in top 10

Funds holding in top 10: 102114 (+12)

11% more funds holding

Funds holding: 506560 (+54)

4.54% more ownership

Funds ownership: 68.47%73.01% (+4.5%)

Holders
560
Holders Change
+54
Holders Change %
+10.67%
% of All Funds
6.81%
Holding in Top 10
114
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.76%
% of All Funds
1.39%
New
80
Increased
239
Reduced
166
Closed
18
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
Note Advisors
New York
$40.8M +$2.41M +51,969 +6%
FWM
52
Fonville Wealth Management
Virginia
$39.9M +$725K +15,640 +2%
SHFA
53
SC&H Financial Advisors
Maryland
$39.4M +$1.36M +29,245 +4%
V
54
VeraBank
Texas
$39.4M +$1.39M +30,078 +4%
WANY
55
Wealthspire Advisors (New York)
New York
$38.6M -$228K -4,919 -0.6%
LWM
56
Liberty Wealth Management
California
$37.6M -$457K -9,864 -1%
PL
57
Plancorp LLC
Missouri
$37M -$234K -5,057 -0.6%
TWCA
58
Two West Capital Advisors
Kansas
$36.9M -$262K -5,648 -0.7%
TFO
59
Timonier Family Office
North Carolina
$36.4M +$2.21M +47,583 +7%
ACM
60
AlphaStar Capital Management
North Carolina
$36.3M +$14.7M +317,633 +69%
KFAS
61
Keating Financial Advisory Services
Kansas
$35M +$34.6M +746,918 New
HFA
62
Highland Financial Advisors
New Jersey
$34.8M +$758K +16,349 +2%
Creative Planning
63
Creative Planning
Kansas
$32.6M +$186K +4,009 +0.6%
ZF
64
Zhang Financial
Michigan
$31.5M +$818K +17,657 +3%
BHWM
65
Bay Harbor Wealth Management
Maryland
$31.5M +$653K +14,081 +2%
UBS Group
66
UBS Group
Switzerland
$31.1M -$2.53M -54,581 -8%
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$31.1M +$2.37M +51,201 +8%
YWM
68
Yardley Wealth Management
Pennsylvania
$31.1M +$45.5K +982 +0.1%
PWS
69
Physician Wealth Solutions
Nevada
$30.7M +$403K +8,698 +1%
AA
70
ACT Advisors
North Carolina
$30.7M +$1.7M +36,723 +6%
CFO
71
CVA Family Office
Colorado
$30.4M +$7.73M +166,697 +34%
KFGG
72
Keystone Financial Group (Georgia)
Georgia
$29.7M +$501K +10,812 +2%
SDWIA
73
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$29.6M -$3.1K -67 -0%
SIA
74
Spectrum Investment Advisors
Wisconsin
$29.1M -$225K -4,859 -0.8%
Betterment LLC
75
Betterment LLC
New York
$28.3M -$1.41M -30,348 -5%