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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
BSSFA
201
Baron Silver Stevens Financial Advisors
Florida
$5.08M +$744K +15,828 +16%
WA
202
Waverly Advisors
Alabama
$4.95M -$1.04M -22,087 -17%
CW
203
CreativeOne Wealth
Kansas
$4.94M -$618K -13,152 -11%
CFG
204
CSP Financial Group
Arizona
$4.91M +$5.12M +108,803 New
RSWA
205
Robinson Smith Wealth Advisors
Maine
$4.8M +$441K +9,374 +10%
T
206
Tableaux
Massachusetts
$4.76M +$27.3K +581 +0.6%
TWA
207
TCI Wealth Advisors
Arizona
$4.61M +$65.7K +1,397 +1%
EF
208
Exeter Financial
Arizona
$4.55M -$25.4K -540 -0.5%
SWP
209
Stratos Wealth Partners
Ohio
$4.49M +$217K +4,616 +5%
FFG
210
Fiduciary Financial Group
California
$4.48M -$46.4K -987 -1%
TCRG
211
Twin Cities Retirement Group
Minnesota
$4.46M +$731K +15,551 +19%
EWP
212
Elevation Wealth Partners
California
$4.36M +$138K +2,941 +3%
BI
213
BluePrint Investing
California
$4.22M
RS
214
Retirement Solution
Washington
$4.21M +$261K +5,561 +6%
JHC
215
J. Hagan Capital
Kentucky
$4.16M +$952K +20,250 +28%
MCA
216
Magnolia Capital Advisors
Mississippi
$4.11M -$3.09M -65,701 -42%
1WA
217
180 Wealth Advisors
Washington
$4.07M +$43.5K +926 +1%
QHA
218
Quarry Hill Advisors
Minnesota
$4.06M +$27K +574 +0.7%
ATI
219
ARK & TLK Investments
Oklahoma
$3.99M -$3.36M -71,431 -45%
SIS
220
Strategic Investment Solutions
Illinois
$3.89M -$31K -659 -0.8%
BEW
221
Burton Enright Welch
California
$3.89M +$54.6K +1,161 +1%
CL
222
COWA LLC
Oklahoma
$3.89M -$4.13M -87,828 -50%
SFG
223
Seamount Financial Group
Colorado
$3.87M +$188K +3,999 +5%
SWA
224
Strategic Wealth Advisors
Arizona
$3.85M +$143K +3,032 +4%
TF
225
Tandem Financial
Colorado
$3.83M +$3.99M +84,868 New