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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
Truist Financial
176
Truist Financial
North Carolina
$4.28M +$15.1K +372 +0.3%
SFC
177
SYM Financial Corp
Indiana
$4.16M +$55.9K +1,378 +1%
CA
178
Claris Advisors
Missouri
$4.1M +$291K +7,179 +7%
ADL
179
Asset Dedication LLC
California
$4.06M +$4.28M +105,523 +115,959%
AC
180
Apella Capital
Connecticut
$4.04M +$819K +20,178 +23%
WIA
181
World Investment Advisors
California
$4.03M +$1.31M +32,413 +45%
SIM
182
Stratos Investment Management
Ohio
$3.98M +$4.2M +103,598 New
Baird Financial Group
183
Baird Financial Group
Wisconsin
$3.96M +$253K +6,240 +6%
I
184
INVST
Indiana
$3.95M +$805K +19,846 +24%
KIG
185
Kennedy Investment Group
New Jersey
$3.86M +$1.92M +47,389 +89%
ST
186
Sageworth Trust
Pennsylvania
$3.8M -$74K -1,823 -2%
Morgan Stanley
187
Morgan Stanley
New York
$3.77M -$2.18M -53,658 -35%
WW
188
Waterfront Wealth
Kansas
$3.72M +$742K +18,285 +23%
CPW
189
Catalyst Private Wealth
California
$3.7M -$949K -23,406 -20%
LOPW
190
Live Oak Private Wealth
North Carolina
$3.7M +$2.31M +57,006 +146%
SWM
191
SpringVest Wealth Management
Texas
$3.64M -$50.8K -1,253 -1%
RSWA
192
Robinson Smith Wealth Advisors
Maine
$3.63M +$337K +8,303 +10%
SFG
193
Sterling Financial Group
California
$3.54M -$229K -5,638 -6%
WC
194
Wolfstich Capital
Massachusetts
$3.53M
FFG
195
Fiduciary Financial Group
California
$3.49M +$2.76M +67,950 +233%
VPF
196
Vantage Point Financial
Illinois
$3.49M +$166K +4,081 +5%
AWM
197
Apollon Wealth Management
South Carolina
$3.47M -$145K -3,584 -4%
RS
198
Retirement Solution
Washington
$3.44M -$259K -6,379 -7%
EF
199
Exeter Financial
Arizona
$3.36M +$483K +11,911 +16%
BSSFA
200
Baron Silver Stevens Financial Advisors
Florida
$3.32M +$847K +20,877 +32%