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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
Raymond James Financial
126
Raymond James Financial
Florida
$12.1M +$989K +21,345 +9%
JWM
127
Johnson Wealth Management
North Dakota
$12M +$11.9M +257,420 New
CWM
128
Cherrydale Wealth Management
New Jersey
$11.7M +$7.88K +170 +0.1%
CP
129
Canopy Partners
Ohio
$11.7M +$1.04M +22,413 +10%
PAS
130
Park Avenue Securities
New York
$11.7M +$2.63M +56,754 +29%
FFG
131
First Financial Group
North Carolina
$11.6M -$354K -7,645 -3%
FWS
132
FinDec Wealth Services
California
$11.5M -$823K -17,753 -7%
CB
133
Centennial Bank
Arkansas
$11.5M -$1.14M -24,656 -9%
SSC
134
Syverson Strege & Co
Iowa
$11.5M -$681K -14,696 -6%
LW
135
Lauer Wealth
Indiana
$11.2M -$485K -10,466 -4%
PWM
136
Platform Wealth Management
Utah
$10.7M +$10.6M +228,026 New
FWP
137
Firethorn Wealth Partners
Georgia
$10.4M -$862K -18,605 -8%
MHS
138
M Holdings Securities
Oregon
$10.4M -$235K -5,066 -2%
OWA
139
Oak Wealth Advisors
Illinois
$10.4M -$244K -5,259 -2%
FWM
140
FMB Wealth Management
California
$10.2M +$40.4K +872 +0.4%
VWA
141
VSM Wealth Advisory
Maryland
$10M +$129K +2,775 +1%
SFS
142
Sowell Financial Services
Arkansas
$9.97M +$1.36M +29,410 +16%
USCWA
143
U.S. Capital Wealth Advisors
Texas
$9.93M -$128K -2,770 -1%
IA
144
IFP Advisors
Florida
$9.75M +$192K +4,151 +2%
CPIG
145
Chicago Partners Investment Group
Illinois
$9.63M +$25.3K +545 +0.3%
PAM
146
Pacific Asset Management
Washington
$9.52M -$124K -2,686 -1%
HIA
147
HTG Investment Advisors
Connecticut
$9.33M +$1.13M +24,321 +14%
GJIA
148
Glass Jacobson Investment Advisors
Maryland
$9.08M +$1.23M +26,606 +16%
ACA
149
American Capital Advisory
Idaho
$8.96M -$162K -3,506 -2%
SMA
150
Seven Mile Advisory
New Jersey
$8.81M +$681K +14,696 +8%