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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 %
Cerity Partners
151
Cerity Partners
New York
$7.14M +$218K +5,140 +3%
CIAS
152
Capital Investment Advisory Services
North Carolina
$6.96M +$332K +7,846 +5%
PAS
153
Park Avenue Securities
New York
$6.78M +$242K +5,718 +4%
MPCL
154
My Personal CFO LLC
Washington
$6.77M +$1.09M +25,624 +19%
MCM
155
Morton Capital Management
California
$6.75M +$42.7K +1,008 +0.6%
GJIA
156
Glass Jacobson Investment Advisors
Maryland
$6.62M -$2.43M -57,347 -27%
HWM
157
Heirloom Wealth Management
Colorado
$6.44M +$347K +8,190 +6%
SFS
158
Sowell Financial Services
Arkansas
$6.43M +$508K +12,001 +9%
HSG
159
Helen Stephens Group
Texas
$6.36M +$1.44M +34,057 +29%
CWR
160
Chico Wealth RIA
California
$6.34M -$126K -2,963 -2%
MWM
161
Mattern Wealth Management
Kansas
$6.32M +$140K +3,302 +2%
KAM
162
KEB Asset Management
Illinois
$6.25M +$4.2M +99,241 +205%
AWM
163
Aegis Wealth Management
Maryland
$6.2M
JWM
164
JDH Wealth Management
California
$6.17M +$1.17M +27,725 +24%
SIS
165
Strategic Investment Solutions
Illinois
$6.04M -$4.48M -105,655 -43%
LWM
166
Level Wealth Management
North Carolina
$6.03M +$13.6K +322 +0.2%
HR
167
Hardy Reed
Mississippi
$5.95M -$3.56K -84 -0.1%
RFP
168
Root Financial Partners
California
$5.92M +$3.43M +80,872 +137%
SB
169
Semitam Bonam
New York
$5.91M +$5.91M +139,558 New
GAM
170
GEM Asset Management
Michigan
$5.83M +$47.1K +1,104 +0.8%
PAM
171
Prodigy Asset Management
Nebraska
$5.83M +$273K +6,451 +5%
RA
172
RFG Advisory
Alabama
$5.57M +$5.08M +119,838 +1,031%
AWM
173
Axxcess Wealth Management
California
$5.53M -$874K -20,629 -14%
DW
174
Dodds Wealth
Colorado
$5.5M +$51.9K +1,225 +1%
Two Sigma Investments
175
Two Sigma Investments
New York
$5.42M +$5.42M +127,900 New