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Dimensional US Core Equity Market ETF

571 hedge funds and large institutions have $7.5B invested in Dimensional US Core Equity Market ETF in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 265 increasing their positions, 176 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $224K | Put options by funds: $73K

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

51% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 176

2% more funds holding

Funds holding: 560571 (+11)

0% more funds holding in top 10

Funds holding in top 10: 114114 (0)

0.12% less ownership

Funds ownership: 73.01%72.89% (-0.12%)

0% less capital invested

Capital invested by funds: $7.52B → $7.5B (-$16.8M)

Holders
571
Holders Change
+11
Holders Change %
+1.96%
% of All Funds
7.03%
Holding in Top 10
114
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.4%
New
53
Increased
265
Reduced
176
Closed
31
Calls
$224K
Puts
$73K
Net Calls
+$151K
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
151
U.S. Capital Wealth Advisors
Texas
$9.51M -$62.4K -1,328 -0.6%
PAM
152
Pacific Asset Management
Washington
$9.2M +$14.8K +314 +0.2%
ACA
153
American Capital Advisory
Idaho
$8.5M -$148K -3,152 -2%
Cerity Partners
154
Cerity Partners
New York
$8.49M +$1.31M +27,826 +17%
SB
155
Semitam Bonam
New York
$8.44M +$454K +9,658 +5%
IPWA
156
International Private Wealth Advisors
California
$8.39M +$1.63M +34,648 +23%
PAG
157
Private Advisor Group
New Jersey
$8.32M +$157K +3,329 +2%
LMFP
158
Larry Mathis Financial Planning
Arizona
$8.32M +$4.28M +91,071 +98%
VWM
159
Vigil Wealth Management
Florida
$8.3M +$145K +3,077 +2%
I
160
INVST
Indiana
$8.18M +$503K +10,705 +6%
AHL
161
Abel Hall LLC
Louisiana
$8.16M -$2.21K -47 -0%
KIG
162
Kennedy Investment Group
New Jersey
$7.69M +$568K +12,080 +8%
WIA
163
World Investment Advisors
California
$7.68M +$198K +4,214 +3%
3FI
164
3 Factor Indexing
California
$7.6M +$7.92M +168,374 New
MPCL
165
My Personal CFO LLC
Washington
$7.54M +$258K +5,488 +3%
FWM
166
Forteris Wealth Management
New York
$7.36M +$108K +2,289 +1%
HSG
167
Helen Stephens Group
Texas
$7.36M +$641K +13,640 +9%
DPI
168
Diversified Portfolios Inc
Michigan
$7.35M -$180K -3,820 -2%
SWGC
169
Summit Wealth Group (Colorado)
Colorado
$7.24M -$444K -9,442 -6%
CIAS
170
Capital Investment Advisory Services
North Carolina
$7.04M +$20.9K +445 +0.3%
MWM
171
Mattern Wealth Management
Kansas
$6.83M +$37.1K +789 +0.5%
KAS
172
Kestra Advisory Services
Texas
$6.75M +$1.85M +39,431 +36%
CWR
173
Chico Wealth RIA
California
$6.75M
MCM
174
Morton Capital Management
California
$6.73M -$302K -6,425 -4%
WAN
175
Wealth Advisors Northwest
Oregon
$6.71M -$576K -12,256 -8%