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Dimensional US Core Equity Market ETF

560 hedge funds and large institutions have $7.52B invested in Dimensional US Core Equity Market ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 239 increasing their positions, 166 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,933% more call options, than puts

Call options by funds: $241K | Put options by funds: $3K

344% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 18

44% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 166

17% more capital invested

Capital invested by funds: $6.44B → $7.52B (+$1.08B)

12% more funds holding in top 10

Funds holding in top 10: 102114 (+12)

11% more funds holding

Funds holding: 506560 (+54)

4.54% more ownership

Funds ownership: 68.47%73.01% (+4.5%)

Holders
560
Holders Change
+54
Holders Change %
+10.67%
% of All Funds
6.81%
Holding in Top 10
114
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.76%
% of All Funds
1.39%
New
80
Increased
239
Reduced
166
Closed
18
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
76
AWM Capital
Arizona
$27.6M -$1.45M -31,288 -5%
MWML
77
M Wealth Management LLC
California
$27.6M +$21.4K +461 +0.1%
MCM
78
MAI Capital Management
Ohio
$27.6M +$1.88M +40,509 +7%
Osaic Holdings
79
Osaic Holdings
Arizona
$27.4M +$606K +13,073 +2%
AFGAS
80
Allegiance Financial Group Advisory Services
Virginia
$27.1M +$1.88M +40,625 +8%
PWMG
81
Private Wealth Management Group
New Jersey
$26.9M +$2.42M +52,153 +10%
KA
82
Kure Advisory
Minnesota
$26.5M +$325K +7,014 +1%
HIG
83
Heritage Investment Group
Florida
$26.4M +$1.15M +24,734 +5%
Bank of America
84
Bank of America
North Carolina
$26.1M +$2.15M +46,425 +9%
SRWM
85
Shira Ridge Wealth Management
California
$25.9M +$1.56M +33,653 +6%
Stifel Financial
86
Stifel Financial
Missouri
$25.6M -$1.64M -35,281 -6%
QFA
87
Quantum Financial Advisors
California
$25.1M +$691K +14,918 +3%
MFA
88
Morling Financial Advisors
California
$24.8M +$438K +9,440 +2%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$23.6M +$1.92M +41,447 +9%
EFP
90
Envision Financial Planning
Tennessee
$23.4M -$505K -10,889 -2%
JWA
91
JFS Wealth Advisors
Pennsylvania
$22M +$606K +13,084 +3%
E
92
EntreWealth
Texas
$21.9M +$2.06M +44,548 +11%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$21.4M +$3.21M +69,318 +18%
MWM
94
Mission Wealth Management
California
$20.7M -$1.7M -36,714 -8%
CA
95
Claris Advisors
Missouri
$20.3M -$1.05M -22,624 -5%
SWA
96
Sax Wealth Advisors
New Jersey
$19.7M -$798K -17,218 -4%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$19.3M +$2.24M +48,335 +13%
PWM
98
Perigon Wealth Management
California
$19.2M +$488K +10,522 +3%
JP Morgan Chase
99
JP Morgan Chase
New York
$18.8M +$614K +13,250 +3%
PWA
100
Physician Wealth Advisors
Utah
$17.8M -$152K -3,273 -0.9%