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Dimensional US Core Equity Market ETF

570 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: 560570 (+10)

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 (-$16.9M)

Holders
570
Holders Change
+10
Holders Change %
+1.79%
% of All Funds
7.02%
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
GAM
176
GEM Asset Management
Michigan
$6.7M +$178K +3,783 +3%
JWM
177
JDH Wealth Management
California
$6.57M +$80.7K +1,717 +1%
AWMM
178
Aegis Wealth Management (Maryland)
Maryland
$6.45M +$245K +5,205 +4%
VT
179
Vise Technologies
New York
$6.37M
HR
180
Hardy Reed
Mississippi
$6.35M +$15.6K +332 +0.2%
QCIG
181
Quad-Cities Investment Group
Iowa
$6.22M +$465K +9,887 +8%
C
182
Croban
Ohio
$6.19M +$244K +5,189 +4%
KAM
183
KEB Asset Management
Illinois
$6.13M -$935K -19,894 -13%
DADC
184
D.A. Davidson & Co
Montana
$5.91M -$21.2K -450 -0.3%
LWM
185
Level Wealth Management
North Carolina
$5.85M -$62.1K -1,321 -1%
DW
186
Dodds Wealth
Colorado
$5.84M -$17.8K -379 -0.3%
HWM
187
HFG Wealth Management
Texas
$5.74M -$133K -2,830 -2%
RK
188
Rather & Kittrell
Tennessee
$5.61M +$204K +4,336 +4%
SFC
189
SYM Financial Corp
Indiana
$5.57M +$240K +5,109 +4%
SRCM
190
Signature Resources Capital Management
California
$5.56M +$509K +10,823 +10%
AMG
191
APS Management Group
California
$5.55M +$194K +4,125 +3%
CPWM
192
Cypress Point Wealth Management
Texas
$5.52M -$3.71K -79 -0.1%
WW
193
Waterfront Wealth
Kansas
$5.46M +$332K +7,059 +6%
RA
194
RFG Advisory
Alabama
$5.45M -$481K -10,220 -8%
ALWM
195
Andrews Lucia Wealth Management
California
$5.41M -$81K -1,722 -1%
AA
196
Ancora Advisors
Ohio
$5.35M +$87.8K +1,867 +2%
CIA
197
Concurrent Investment Advisors
Florida
$5.35M +$1.83M +39,004 +49%
Truist Financial
198
Truist Financial
North Carolina
$5.24M +$25.9K +551 +0.5%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$5.24M +$268K +5,704 +5%
SLG
200
Sanchez Levi Garrett
$5.23M +$5.45M +115,971 New