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Dimensional US Core Equity Market ETF

499 hedge funds and large institutions have $6.43B invested in Dimensional US Core Equity Market ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 215 increasing their positions, 176 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
102
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
HIG
76
Heritage Investment Group
Florida
$24.7M
PWMG
77
Private Wealth Management Group
New Jersey
$23.9M
QFA
78
Quantum Financial Advisors
California
$23.9M
MFA
79
Morling Financial Advisors
California
$23.9M
SRWM
80
Shira Ridge Wealth Management
California
$23.8M
BPA
81
Beacon Pointe Advisors
California
$23.5M
EFP
82
Envision Financial Planning
Tennessee
$23.4M
Bank of America
83
Bank of America
North Carolina
$23.4M
CFO
84
CVA Family Office
Colorado
$22.1M
MWM
85
Mission Wealth Management
California
$21.9M
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$21.2M
ACM
87
AlphaStar Capital Management
North Carolina
$21M
JWA
88
JFS Wealth Advisors
Pennsylvania
$20.9M
SWA
89
Sax Wealth Advisors
New Jersey
$20.1M
CA
90
Claris Advisors
Missouri
$19.4M
E
91
EntreWealth
Texas
$18.9M
PWM
92
Perigon Wealth Management
California
$18.3M
JP Morgan Chase
93
JP Morgan Chase
New York
$17.8M
Baird Financial Group
94
Baird Financial Group
Wisconsin
$17.7M
PWA
95
Physician Wealth Advisors
Utah
$17.5M
TIM
96
Tortoise Investment Management
New York
$16.8M
WCWM
97
Willow Creek Wealth Management
California
$16.7M
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$16.7M
TCM
99
Tassel Capital Management
North Carolina
$16.6M
MCA
100
Maryland Capital Advisors
Maryland
$16.4M