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Dimensional US Core Equity Market ETF

559 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)

10% more funds holding

Funds holding: 506559 (+53)

4.54% more ownership

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

Holders
559
Holders Change
+53
Holders Change %
+10.47%
% of All Funds
6.8%
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
TCM
101
Tassel Capital Management
North Carolina
$17.6M +$582K +12,566 +3%
MCA
102
Maryland Capital Advisors
Maryland
$17.6M +$740K +15,966 +4%
TIM
103
Tortoise Investment Management
New York
$17.2M +$31.3K +676 +0.2%
PMIM
104
Prudent Man Investment Management
Colorado
$17.1M -$508K -10,969 -3%
JCM
105
Jacobi Capital Management
Pennsylvania
$16.1M -$31.1K -672 -0.2%
CCA
106
Clarity Capital Advisors
Florida
$15.6M +$821K +17,710 +6%
LOPW
107
Live Oak Private Wealth
North Carolina
$15.5M +$1.04M +22,392 +7%
SFS
108
Security Financial Services
Indiana
$15.5M +$157K +3,378 +1%
LFGO
109
Legacy Financial Group (Oklahoma)
Oklahoma
$15.3M -$235K -5,067 -2%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$15.2M -$806K -17,399 -5%
LWA
111
Ledgewood Wealth Advisors
New Hampshire
$15.2M -$392K -8,463 -3%
HCM
112
Hutchinson Capital Management
California
$15.1M +$3.02M +65,157 +25%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$14.6M -$2.01M -43,375 -12%
GPWA
114
Great Point Wealth Advisors
Massachusetts
$14.5M -$157K -3,386 -1%
JTWM
115
Jackson Thornton Wealth Management
Alabama
$14.4M -$202K -4,359 -1%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$14.3M +$12.5M +270,231 +752%
FMWA
117
Forvis Mazars Wealth Advisors
Missouri
$14.1M -$1.25M -26,963 -8%
AAP
118
Arax Advisory Partners
Colorado
$14.1M +$14M +301,155 New
SCM
119
Sollinda Capital Management
Florida
$13.8M +$871K +18,799 +7%
NC
120
North Capital
Utah
$13.7M +$658K +14,205 +5%
NWM
121
Navigoe Wealth Management
California
$13.6M +$360K +7,760 +3%
AssetMark Inc
122
AssetMark Inc
California
$13.4M -$386K -8,329 -3%
FFA
123
Farther Finance Advisors
California
$12.3M +$1.9M +40,977 +18%
MML Investors Services
124
MML Investors Services
Massachusetts
$12.1M -$76.4K -1,649 -0.6%
WAM
125
Weinberger Asset Management
California
$12.1M +$1.17M +25,187 +11%