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Dimensional US Core Equity Market ETF

493 hedge funds and large institutions have $6.21B invested in Dimensional US Core Equity Market ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 212 increasing their positions, 173 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.28M
Puts
$19K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
76
Private Wealth Management Group
New Jersey
$23.9M
QFA
77
Quantum Financial Advisors
California
$23.9M
MFA
78
Morling Financial Advisors
California
$23.9M
SRWM
79
Shira Ridge Wealth Management
California
$23.8M
BPA
80
Beacon Pointe Advisors
California
$23.5M
EFP
81
Envision Financial Planning
Tennessee
$23.4M
Bank of America
82
Bank of America
North Carolina
$23.4M
CFO
83
CVA Family Office
Colorado
$22.1M
MWM
84
Mission Wealth Management
California
$21.9M
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$21.2M
ACM
86
AlphaStar Capital Management
North Carolina
$21M
JWA
87
JFS Wealth Advisors
Pennsylvania
$20.9M
SWA
88
Sax Wealth Advisors
New Jersey
$20.1M
CA
89
Claris Advisors
Missouri
$19.4M
E
90
EntreWealth
Texas
$18.9M
PWM
91
Perigon Wealth Management
California
$18.3M
JP Morgan Chase
92
JP Morgan Chase
New York
$17.8M
Baird Financial Group
93
Baird Financial Group
Wisconsin
$17.7M
PWA
94
Physician Wealth Advisors
Utah
$17.5M
TIM
95
Tortoise Investment Management
New York
$16.8M
WCWM
96
Willow Creek Wealth Management
California
$16.7M
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$16.7M
TCM
98
Tassel Capital Management
North Carolina
$16.6M
MCA
99
Maryland Capital Advisors
Maryland
$16.4M
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$16.2M