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Dimensional US Core Equity Market ETF

560 hedge funds and large institutions have $7.52B invested in Dimensional US Core Equity Market ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 239 increasing their positions, 166 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,933% more call options, than puts

Call options by funds: $241K | Put options by funds: $3K

344% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 18

44% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 166

17% more capital invested

Capital invested by funds: $6.44B → $7.52B (+$1.08B)

12% more funds holding in top 10

Funds holding in top 10: 102114 (+12)

11% more funds holding

Funds holding: 506560 (+54)

4.54% more ownership

Funds ownership: 68.47%73.01% (+4.5%)

Holders
560
Holders Change
+54
Holders Change %
+10.67%
% of All Funds
6.81%
Holding in Top 10
114
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.76%
% of All Funds
1.39%
New
80
Increased
239
Reduced
166
Closed
18
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
CWR
176
Chico Wealth RIA
California
$7M
HSG
177
Helen Stephens Group
Texas
$6.99M -$41.2K -889 -0.6%
AQR Capital Management
178
AQR Capital Management
Connecticut
$6.9M +$1.84M +39,724 +37%
GAM
179
GEM Asset Management
Michigan
$6.87M +$317K +6,838 +5%
JWM
180
JDH Wealth Management
California
$6.73M -$12K -259 -0.2%
HR
181
Hardy Reed
Mississippi
$6.57M
AWMM
182
Aegis Wealth Management (Maryland)
Maryland
$6.44M -$1.19M -25,779 -16%
VT
183
Vise Technologies
New York
$6.37M +$5.14M +110,950 +443%
C
184
Croban
Ohio
$6.18M -$673K -14,514 -10%
WA
185
Waverly Advisors
Alabama
$6.17M +$204K +4,394 +3%
DADC
186
D.A. Davidson & Co
Montana
$6.15M +$162K +3,500 +3%
RA
187
RFG Advisory
Alabama
$6.13M +$5.05K +109 +0.1%
LWM
188
Level Wealth Management
North Carolina
$6.13M -$211K -4,561 -3%
HWM
189
HFG Wealth Management
Texas
$6.08M +$251K +5,420 +4%
DW
190
Dodds Wealth
Colorado
$6.08M +$10.7K +230 +0.2%
QCIG
191
Quad-Cities Investment Group
Iowa
$5.99M +$169K +3,657 +3%
AFA
192
Aznar Financial Advisors
New Jersey
$5.9M +$5.84M +125,999 New
CW
193
CreativeOne Wealth
Kansas
$5.74M +$33.1K +715 +0.6%
CPWM
194
Cypress Point Wealth Management
Texas
$5.73M -$14.4K -310 -0.3%
ALWM
195
Andrews Lucia Wealth Management
California
$5.7M +$5.14K +111 +0.1%
RK
196
Rather & Kittrell
Tennessee
$5.62M +$74.3K +1,604 +1%
AMG
197
APS Management Group
California
$5.56M +$467K +10,079 +9%
SFC
198
SYM Financial Corp
Indiana
$5.54M +$250K +5,386 +5%
AA
199
Ancora Advisors
Ohio
$5.46M +$576K +12,434 +12%
WW
200
Waterfront Wealth
Kansas
$5.45M +$15.9K +343 +0.3%