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Dimensional US Core Equity Market ETF

571 hedge funds and large institutions have $7.5B invested in Dimensional US Core Equity Market ETF in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 265 increasing their positions, 176 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $224K | Put options by funds: $73K

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

51% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 176

2% more funds holding

Funds holding: 560571 (+11)

0% more funds holding in top 10

Funds holding in top 10: 114114 (0)

0.12% less ownership

Funds ownership: 73.01%72.89% (-0.12%)

0% less capital invested

Capital invested by funds: $7.52B → $7.5B (-$16.8M)

Holders
571
Holders Change
+11
Holders Change %
+1.96%
% of All Funds
7.03%
Holding in Top 10
114
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.4%
New
53
Increased
265
Reduced
176
Closed
31
Calls
$224K
Puts
$73K
Net Calls
+$151K
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
AFGAS
76
Allegiance Financial Group Advisory Services
Virginia
$27.9M +$1.86M +39,525 +7%
MWML
77
M Wealth Management LLC
California
$27.9M +$1.3M +27,681 +5%
KFGG
78
Keystone Financial Group (Georgia)
Georgia
$27.4M -$1.32M -28,009 -4%
Osaic Holdings
79
Osaic Holdings
Arizona
$27.1M +$698K +14,837 +3%
KA
80
Kure Advisory
Minnesota
$26.5M +$1.04M +22,038 +4%
AC
81
AWM Capital
Arizona
$26.5M -$184K -3,903 -0.7%
HIG
82
Heritage Investment Group
Florida
$25.9M +$464K +9,860 +2%
Bank of America
83
Bank of America
North Carolina
$25.6M +$527K +11,211 +2%
SRWM
84
Shira Ridge Wealth Management
California
$25.5M +$466K +9,900 +2%
Stifel Financial
85
Stifel Financial
Missouri
$25.4M +$750K +15,945 +3%
Betterment LLC
86
Betterment LLC
New York
$25.2M -$2.18M -46,408 -8%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$25.1M +$10.8M +230,523 +71%
MFA
88
Morling Financial Advisors
California
$24.3M +$387K +8,228 +2%
EFP
89
Envision Financial Planning
Tennessee
$23.6M +$1.13M +23,951 +5%
SDWIA
90
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$23.6M -$5.1M -108,393 -17%
QFA
91
Quantum Financial Advisors
California
$22M -$2.26M -48,050 -9%
E
92
EntreWealth
Texas
$22M +$1.43M +30,514 +7%
JWA
93
JFS Wealth Advisors
Pennsylvania
$21.9M +$720K +15,307 +3%
MWM
94
Mission Wealth Management
California
$21.2M +$1.33M +28,266 +6%
SMM
95
Stadion Money Management
Georgia
$20.4M -$31.6M -672,260 -60%
SWA
96
Sax Wealth Advisors
New Jersey
$19.7M -$7.01K -149 -0%
CA
97
Claris Advisors
Missouri
$19.5M -$57.6K -1,225 -0.3%
JP Morgan Chase
98
JP Morgan Chase
New York
$18.9M +$1.34M +28,458 +7%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$18.6M +$4.37K +93 +0%
PWM
100
Perigon Wealth Management
California
$18.5M -$27.6K -587 -0.1%