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Dimensional US Core Equity Market ETF

492 hedge funds and large institutions have $5.71B invested in Dimensional US Core Equity Market ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 232 increasing their positions, 158 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+19
Holders Change %
+4.02%
% of All Funds
6.6%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
44
Increased
232
Reduced
158
Closed
16
Calls
$2.59M
Puts
$26K
Net Calls
+$2.56M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
126
Oak Wealth Advisors
Illinois
$9.5M +$3.07M +72,532 +48%
MHS
127
M Holdings Securities
Oregon
$9.5M +$9.5M +225,193 New
MWG
128
Martin Worley Group
Utah
$9.49M +$82.5K +1,947 +0.9%
AG
129
AlTi Global
New York
$9.3M +$9.3M +219,652 New
FWM
130
FMB Wealth Management
California
$9.25M -$450K -10,613 -5%
FWP
131
Firethorn Wealth Partners
Georgia
$9.21M +$1.14M +26,876 +14%
USCWA
132
U.S. Capital Wealth Advisors
Texas
$9.19M +$108K +2,552 +1%
CP
133
Canopy Partners
Ohio
$8.87M +$849K +20,051 +11%
CPIG
134
Chicago Partners Investment Group
Illinois
$8.74M -$19.3K -444 -0.2%
PAM
135
Pacific Asset Management
Washington
$8.45M +$96.2K +2,271 +1%
FFA
136
Farther Finance Advisors
California
$8.44M -$555K -13,112 -6%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$8.43M +$4.06M +95,798 +93%
ACA
138
American Capital Advisory
Idaho
$8.32M +$822K +19,415 +11%
BPA
139
Beacon Pointe Advisors
California
$7.87M +$681K +16,087 +9%
AHL
140
Abel Hall LLC
Louisiana
$7.78M -$43.6K -1,030 -0.6%
FIA
141
Foundations Investment Advisors
Arizona
$7.74M +$1.08M +25,476 +16%
VWA
142
VSM Wealth Advisory
Maryland
$7.6M -$5.76M -85,905 -43%
ATI
143
ARK & TLK Investments
Oklahoma
$7.56M -$162K -3,828 -2%
PAG
144
Private Advisor Group
New Jersey
$7.56M +$176K +4,159 +2%
DPI
145
Diversified Portfolios Inc
Michigan
$7.49M -$236K -5,580 -3%
HIA
146
HTG Investment Advisors
Connecticut
$7.46M +$1.32M +31,264 +22%
SWGC
147
Summit Wealth Group (Colorado)
Colorado
$7.22M +$7.22M +170,519 New
BCI
148
Brinker Capital Investments
Pennsylvania
$7.17M +$4.85M +114,572 +210%
WAN
149
Wealth Advisors Northwest
Oregon
$7.15M +$473K +11,177 +7%
WIA
150
World Investment Advisors
California
$7.15M +$2.71M +63,873 +61%