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Dimensional US Core Equity Market ETF

476 hedge funds and large institutions have $4.87B invested in Dimensional US Core Equity Market ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 236 increasing their positions, 135 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,068% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $38K

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

75% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 135

8% more funds holding in top 10

Funds holding in top 10: 96104 (+8)

3% more funds holding

Funds holding: 463476 (+13)

38% less capital invested

Capital invested by funds: $7.88B → $4.87B (-$3.02B)

1,187.85% less ownership

Funds ownership: 1,255.5%67.65% (-1,188%)

Holders
476
Holders Change
+13
Holders Change %
+2.81%
% of All Funds
6.38%
Holding in Top 10
104
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.33%
% of All Funds
1.39%
New
39
Increased
236
Reduced
135
Closed
20
Calls
$1.2M
Puts
$38K
Net Calls
+$1.17M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$19.2M +$467K +11,503 +2%
EFP
77
Envision Financial Planning
Tennessee
$19M -$1.12M -27,701 -5%
Pathstone Holdings
78
Pathstone Holdings
New Jersey
$18.9M +$699K +17,230 +4%
MCM
79
MAI Capital Management
Ohio
$18.7M +$2.11M +52,109 +12%
Bank of America
80
Bank of America
North Carolina
$18.5M +$240K +5,905 +1%
MWM
81
Mission Wealth Management
California
$18.2M -$1.21M -29,837 -6%
Osaic Holdings
82
Osaic Holdings
Arizona
$17.9M +$12.3M +303,434 +187%
UBS Group
83
UBS Group
Switzerland
$17.3M +$490K +12,080 +3%
AFGAS
84
Allegiance Financial Group Advisory Services
Virginia
$17.2M +$1.21M +29,909 +7%
ZF
85
Zhang Financial
Michigan
$17.2M +$1.3M +31,999 +8%
AssetMark Inc
86
AssetMark Inc
California
$16.7M -$808K -19,910 -4%
TIM
87
Tortoise Investment Management
New York
$15.5M +$116K +2,850 +0.7%
PWA
88
Physician Wealth Advisors
Utah
$15.4M +$588K +14,505 +4%
PWM
89
Perigon Wealth Management
California
$15.3M -$75.7K -1,867 -0.5%
PMIM
90
Prudent Man Investment Management
Colorado
$15.2M -$75.7K -1,865 -0.5%
SWA
91
Sax Wealth Advisors
New Jersey
$14.8M +$931K +22,959 +6%
JP Morgan Chase
92
JP Morgan Chase
New York
$14.6M +$746K +18,400 +5%
CFO
93
CVA Family Office
Colorado
$14.3M -$315K -7,755 -2%
TCM
94
Tassel Capital Management
North Carolina
$14.1M +$3.01M +74,212 +25%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$13.5M -$3.64M -89,781 -20%
WCWM
96
Willow Creek Wealth Management
California
$13.3M +$779K +19,195 +6%
JWA
97
JFS Wealth Advisors
Pennsylvania
$13.2M +$484K +11,928 +4%
LWA
98
Ledgewood Wealth Advisors
New Hampshire
$13M -$110K -2,722 -0.8%
PWMG
99
Private Wealth Management Group
New Jersey
$12.4M +$5.41M +133,298 +70%
SFS
100
Security Financial Services
Indiana
$12.3M +$1.16M +28,535 +10%