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Dimensional US Core Equity Market ETF

494 hedge funds and large institutions have $5.72B invested in Dimensional US Core Equity Market ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 233 increasing their positions, 159 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
100
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.59M
Puts
$26K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRWM
76
Shira Ridge Wealth Management
California
$21.7M
EFP
77
Envision Financial Planning
Tennessee
$20.9M
Bank of America
78
Bank of America
North Carolina
$20.9M
MWM
79
Mission Wealth Management
California
$20.7M
AFGAS
80
Allegiance Financial Group Advisory Services
Virginia
$20.4M
Osaic Holdings
81
Osaic Holdings
Arizona
$20.1M
SWA
82
Sax Wealth Advisors
New Jersey
$19.5M
CA
83
Claris Advisors
Missouri
$19.4M
UBS Group
84
UBS Group
Switzerland
$18.3M
CFO
85
CVA Family Office
Colorado
$17.9M
PWMG
86
Private Wealth Management Group
New Jersey
$17.8M
JWA
87
JFS Wealth Advisors
Pennsylvania
$17.5M
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$17.4M
PWM
89
Perigon Wealth Management
California
$17.4M
PWA
90
Physician Wealth Advisors
Utah
$17.2M
TIM
91
Tortoise Investment Management
New York
$16.2M
FMWA
92
Forvis Mazars Wealth Advisors
Missouri
$16M
WCWM
93
Willow Creek Wealth Management
California
$15.6M
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$15.5M
PMIM
95
Prudent Man Investment Management
Colorado
$15.2M
E
96
EntreWealth
Texas
$15.2M
TCM
97
Tassel Capital Management
North Carolina
$14.9M
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$14.7M
KAS
99
Kestra Advisory Services
Texas
$14.5M
LWA
100
Ledgewood Wealth Advisors
New Hampshire
$14.2M