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Dimensional US Core Equity Market ETF

506 hedge funds and large institutions have $6.44B invested in Dimensional US Core Equity Market ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 219 increasing their positions, 177 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,653% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $19K

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

24% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 177

12% more capital invested

Capital invested by funds: $5.73B → $6.44B (+$706M)

2% more funds holding

Funds holding: 496506 (+10)

2% more funds holding in top 10

Funds holding in top 10: 100102 (+2)

0.5% more ownership

Funds ownership: 67.97%68.47% (+0.5%)

Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
6.64%
Holding in Top 10
102
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2%
% of All Funds
1.34%
New
32
Increased
219
Reduced
177
Closed
14
Calls
$1.28M
Puts
$19K
Net Calls
+$1.26M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
176
HFG Wealth Management
Texas
$5.7M -$608K -13,806 -10%
QCIG
177
Quad-Cities Investment Group
Iowa
$5.69M +$219K +4,981 +4%
MCA
178
Magnolia Capital Advisors
Mississippi
$5.67M +$470K +10,664 +9%
CPWM
179
Cypress Point Wealth Management
Texas
$5.62M -$104K -2,353 -2%
CW
180
CreativeOne Wealth
Kansas
$5.58M +$90.7K +2,059 +2%
ALWM
181
Andrews Lucia Wealth Management
California
$5.56M -$23.8K -541 -0.4%
AC
182
Annandale Capital
Texas
$5.46M
RK
183
Rather & Kittrell
Tennessee
$5.42M +$7.75K +176 +0.1%
IPWA
184
International Private Wealth Advisors
California
$5.31M +$5.12M +116,112 New
WW
185
Waterfront Wealth
Kansas
$5.2M +$614K +13,947 +14%
SFC
186
SYM Financial Corp
Indiana
$5.17M +$101K +2,296 +2%
KIG
187
Kennedy Investment Group
New Jersey
$5.16M +$761K +17,283 +18%
SRCM
188
Signature Resources Capital Management
California
$5.06M -$147K -3,333 -3%
SIS
189
Strategic Investment Solutions
Illinois
$5.04M -$1.43M -32,475 -23%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$4.98M +$45.8K +1,039 +1%
AMG
191
APS Management Group
California
$4.98M +$4.79M +108,763 New
Truist Financial
192
Truist Financial
North Carolina
$4.93M -$252K -5,721 -5%
AQR Capital Management
193
AQR Capital Management
Connecticut
$4.92M +$1.65M +37,470 +53%
AA
194
Ancora Advisors
Ohio
$4.77M +$1.62M +36,865 +55%
TWA
195
TCI Wealth Advisors
Arizona
$4.7M +$229K +5,187 +5%
EF
196
Exeter Financial
Arizona
$4.66M +$246K +5,593 +6%
KAS
197
Kestra Advisory Services
Texas
$4.64M -$10.6M -241,389 -70%
FFG
198
Fiduciary Financial Group
California
$4.54M -$64.1K -1,455 -1%
RSWA
199
Robinson Smith Wealth Advisors
Maine
$4.54M +$118K +2,671 +3%
BSSFA
200
Baron Silver Stevens Financial Advisors
Florida
$4.37M +$291K +6,601 +7%