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Dimensional US Core Equity Market ETF

476 hedge funds and large institutions have $4.87B invested in Dimensional US Core Equity Market ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 236 increasing their positions, 135 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,068% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $38K

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

75% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 135

8% more funds holding in top 10

Funds holding in top 10: 96104 (+8)

3% more funds holding

Funds holding: 463476 (+13)

38% less capital invested

Capital invested by funds: $7.88B → $4.87B (-$3.02B)

1,187.85% less ownership

Funds ownership: 1,255.5%67.65% (-1,188%)

Holders
476
Holders Change
+13
Holders Change %
+2.81%
% of All Funds
6.38%
Holding in Top 10
104
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.33%
% of All Funds
1.39%
New
39
Increased
236
Reduced
135
Closed
20
Calls
$1.2M
Puts
$38K
Net Calls
+$1.17M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
126
MML Investors Services
Massachusetts
$8.54M +$690K +17,020 +8%
MWG
127
Martin Worley Group
Utah
$8.53M +$929K +22,906 +12%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$8.45M +$402K +9,918 +5%
USCWA
129
U.S. Capital Wealth Advisors
Texas
$8.24M +$20.3K +500 +0.2%
FFA
130
Farther Finance Advisors
California
$8.19M +$389K +9,598 +5%
SCM
131
Sollinda Capital Management
Florida
$8.05M +$440K +10,857 +5%
CPIG
132
Chicago Partners Investment Group
Illinois
$7.73M +$104K +2,565 +1%
HCM
133
Hutchinson Capital Management
California
$7.71M +$40.4K +995 +0.5%
VWA
134
VSM Wealth Advisory
Maryland
$7.66M +$538K +13,270 +7%
PAM
135
Pacific Asset Management
Washington
$7.58M -$242K -5,969 -3%
FWP
136
Firethorn Wealth Partners
Georgia
$7.32M +$1.21M +29,717 +18%
CP
137
Canopy Partners
Ohio
$7.28M +$825K +20,344 +12%
AHL
138
Abel Hall LLC
Louisiana
$7.1M -$406 -10 -0%
ATI
139
ARK & TLK Investments
Oklahoma
$7.01M -$210K -5,176 -3%
DPI
140
Diversified Portfolios Inc
Michigan
$7.01M +$302K +7,442 +4%
ACA
141
American Capital Advisory
Idaho
$6.81M +$120K +2,957 +2%
PAG
142
Private Advisor Group
New Jersey
$6.7M -$42.4K -1,045 -0.6%
BPA
143
Beacon Pointe Advisors
California
$6.52M -$174K -4,286 -2%
CPWM
144
Cypress Point Wealth Management
Texas
$6.35M -$150K -3,703 -2%
Cerity Partners
145
Cerity Partners
New York
$6.28M -$2.16M -53,271 -25%
AWMM
146
Aegis Wealth Management (Maryland)
Maryland
$6.2M +$512K +12,617 +8%
MCM
147
Morton Capital Management
California
$6.09M +$157K +3,860 +2%
WAN
148
Wealth Advisors Northwest
Oregon
$6.06M +$66.6K +1,641 +1%
FIA
149
Foundations Investment Advisors
Arizona
$6.05M +$1.45M +35,848 +30%
CIAS
150
Capital Investment Advisory Services
North Carolina
$6.01M +$847K +20,875 +15%