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Dimensional US Core Equity Market ETF

506 hedge funds and large institutions have $6.44B invested in Dimensional US Core Equity Market ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 219 increasing their positions, 177 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,653% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $19K

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

24% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 177

12% more capital invested

Capital invested by funds: $5.73B → $6.44B (+$706M)

2% more funds holding

Funds holding: 496506 (+10)

2% more funds holding in top 10

Funds holding in top 10: 100102 (+2)

0.5% more ownership

Funds ownership: 67.97%68.47% (+0.5%)

Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
6.64%
Holding in Top 10
102
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2%
% of All Funds
1.34%
New
32
Increased
219
Reduced
177
Closed
14
Calls
$1.28M
Puts
$19K
Net Calls
+$1.26M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$16.2M +$1.16M +26,405 +8%
JCM
102
Jacobi Capital Management
Pennsylvania
$15.8M +$1.01M +23,023 +7%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$15.7M -$3.05M -69,306 -17%
PMIM
104
Prudent Man Investment Management
Colorado
$15.2M
LFGO
105
Legacy Financial Group (Oklahoma)
Oklahoma
$15.2M +$230K +5,214 +2%
LWA
106
Ledgewood Wealth Advisors
New Hampshire
$15.2M -$155K -3,522 -1%
FMWA
107
Forvis Mazars Wealth Advisors
Missouri
$15.1M -$2.1M -47,669 -13%
SFS
108
Security Financial Services
Indiana
$15M +$141K +3,211 +1%
BI
109
Binnacle Investments
Iowa
$14.6M +$336K +7,634 +2%
CCA
110
Clarity Capital Advisors
Florida
$14.4M +$470K +10,671 +4%
GPWA
111
Great Point Wealth Advisors
Massachusetts
$14.3M +$13.8M +312,856 New
LOPW
112
Live Oak Private Wealth
North Carolina
$14.1M +$3.5M +79,341 +35%
JTWM
113
Jackson Thornton Wealth Management
Alabama
$14.1M +$53K +1,203 +0.4%
AssetMark Inc
114
AssetMark Inc
California
$13.5M -$593K -13,458 -4%
NWM
115
Navigoe Wealth Management
California
$12.9M +$1.4M +31,761 +13%
NC
116
North Capital
Utah
$12.7M +$578K +13,121 +5%
SCM
117
Sollinda Capital Management
Florida
$12.7M +$1.81M +41,104 +17%
IWC
118
Integrated Wealth Concepts
Massachusetts
$12.4M +$141K +3,206 +1%
CB
119
Centennial Bank
Arkansas
$12.4M +$433K +9,834 +4%
FWS
120
FinDec Wealth Services
California
$12.1M -$801K -18,178 -6%
MML Investors Services
121
MML Investors Services
Massachusetts
$11.9M +$40.4K +918 +0.4%
SSC
122
Syverson Strege & Co
Iowa
$11.9M -$3.14M -71,184 -21%
HCM
123
Hutchinson Capital Management
California
$11.8M +$622K +14,112 +6%
FFG
124
First Financial Group
North Carolina
$11.7M +$132K +2,989 +1%
CWM
125
Cherrydale Wealth Management
New Jersey
$11.4M -$83.4K -1,894 -0.8%