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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
PAS
151
Park Avenue Securities
New York
$5.93M +$1.02M +25,222 +20%
CWR
152
Chico Wealth RIA
California
$5.86M
OWA
153
Oak Wealth Advisors
Illinois
$5.83M +$145K +3,564 +2%
AWM
154
Axxcess Wealth Management
California
$5.81M +$6.13M +151,083 New
HWM
155
HFG Wealth Management
Texas
$5.63M -$82.4K -2,032 -1%
MWM
156
Mattern Wealth Management
Kansas
$5.61M -$82.3K -2,028 -1%
HIA
157
HTG Investment Advisors
Connecticut
$5.57M +$18.7K +461 +0.3%
HWM
158
Heirloom Wealth Management
Colorado
$5.53M +$711K +17,524 +14%
LWM
159
Level Wealth Management
North Carolina
$5.46M -$269K -6,639 -4%
HR
160
Hardy Reed
Mississippi
$5.4M
SFS
161
Sowell Financial Services
Arkansas
$5.37M +$119K +2,945 +2%
CA
162
CGN Advisors
Kansas
$5.32M -$1.42M -35,019 -20%
GAM
163
GEM Asset Management
Michigan
$5.23M +$136K +3,351 +3%
MPCL
164
My Personal CFO LLC
Washington
$5.16M -$100K -2,473 -2%
PAM
165
Prodigy Asset Management
Nebraska
$5.04M +$431K +10,613 +9%
DW
166
Dodds Wealth
Colorado
$4.94M +$1.51M +37,130 +41%
ALWM
167
Andrews Lucia Wealth Management
California
$4.86M +$649 +16 +0%
DADC
168
D.A. Davidson & Co
Montana
$4.68M +$156K +3,850 +3%
CW
169
CreativeOne Wealth
Kansas
$4.59M -$536K -13,207 -10%
JWM
170
JDH Wealth Management
California
$4.54M +$845K +20,823 +21%
T
171
Tableaux
Massachusetts
$4.51M -$43.2K -1,065 -0.9%
HSG
172
Helen Stephens Group
Texas
$4.46M +$840K +20,698 +22%
RK
173
Rather & Kittrell
Tennessee
$4.45M +$112K +2,764 +2%
SRCM
174
Signature Resources Capital Management
California
$4.42M -$46.2K -1,138 -1%
QCIG
175
Quad-Cities Investment Group
Iowa
$4.38M +$264K +6,501 +6%