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Dimensional US Core Equity Market ETF

546 hedge funds and large institutions have $7.4B invested in Dimensional US Core Equity Market ETF in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 236 increasing their positions, 165 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
112
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$241K
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWML
76
M Wealth Management LLC
California
$27.6M
MCM
77
MAI Capital Management
Ohio
$27.6M
Osaic Holdings
78
Osaic Holdings
Arizona
$27.4M
AFGAS
79
Allegiance Financial Group Advisory Services
Virginia
$27.1M
PWMG
80
Private Wealth Management Group
New Jersey
$26.9M
KA
81
Kure Advisory
Minnesota
$26.5M
HIG
82
Heritage Investment Group
Florida
$26.4M
Bank of America
83
Bank of America
North Carolina
$26.1M
SRWM
84
Shira Ridge Wealth Management
California
$25.9M
Stifel Financial
85
Stifel Financial
Missouri
$25.6M
QFA
86
Quantum Financial Advisors
California
$25.1M
MFA
87
Morling Financial Advisors
California
$24.8M
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$23.6M
EFP
89
Envision Financial Planning
Tennessee
$23.4M
JWA
90
JFS Wealth Advisors
Pennsylvania
$22M
E
91
EntreWealth
Texas
$21.9M
Baird Financial Group
92
Baird Financial Group
Wisconsin
$21.4M
MWM
93
Mission Wealth Management
California
$20.7M
CA
94
Claris Advisors
Missouri
$20.3M
SWA
95
Sax Wealth Advisors
New Jersey
$19.7M
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$19.3M
PWM
97
Perigon Wealth Management
California
$19.2M
JP Morgan Chase
98
JP Morgan Chase
New York
$18.8M
PWA
99
Physician Wealth Advisors
Utah
$17.8M
TCM
100
Tassel Capital Management
North Carolina
$17.6M