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Dimensional US Core Equity Market ETF

568 hedge funds and large institutions have $7.5B invested in Dimensional US Core Equity Market ETF in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 264 increasing their positions, 175 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 114114 (0)

0.14% less ownership

Funds ownership: 73%72.87% (-0.14%)

0% less capital invested

Capital invested by funds: $7.52B → $7.5B (-$21.3M)

Holders
568
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
114
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$224K
Puts
$73K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
101
Live Oak Private Wealth
North Carolina
$18.2M
TIM
102
Tortoise Investment Management
New York
$18.1M
TCM
103
Tassel Capital Management
North Carolina
$17.7M
JCM
104
Jacobi Capital Management
Pennsylvania
$17.3M
PWA
105
Physician Wealth Advisors
Utah
$17.2M
PMIM
106
Prudent Man Investment Management
Colorado
$17.1M
Lido Advisors
107
Lido Advisors
California
$16.2M
CCA
108
Clarity Capital Advisors
Florida
$15.5M
SCM
109
Sollinda Capital Management
Florida
$15.1M
SFS
110
Security Financial Services
Indiana
$15.1M
LFGO
111
Legacy Financial Group (Oklahoma)
Oklahoma
$14.9M
LWA
112
Ledgewood Wealth Advisors
New Hampshire
$14.7M
AAP
113
Arax Advisory Partners
Colorado
$14.3M
FFA
114
Farther Finance Advisors
California
$14.2M
JTWM
115
Jackson Thornton Wealth Management
Alabama
$14.1M
GPWA
116
Great Point Wealth Advisors
Massachusetts
$13.9M
PAS
117
Park Avenue Securities
New York
$13.9M
NC
118
North Capital
Utah
$13.7M
NWM
119
Navigoe Wealth Management
California
$13.6M
HCM
120
Hutchinson Capital Management
California
$13.4M
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$13.4M
AssetMark Inc
122
AssetMark Inc
California
$12.9M
WAM
123
Weinberger Asset Management
California
$12.8M
Raymond James Financial
124
Raymond James Financial
Florida
$12.8M
IWC
125
Integrated Wealth Concepts
Massachusetts
$12.2M