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Dimensional US Core Equity Market ETF

492 hedge funds and large institutions have $5.71B invested in Dimensional US Core Equity Market ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 232 increasing their positions, 158 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+19
Holders Change %
+4.02%
% of All Funds
6.6%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
44
Increased
232
Reduced
158
Closed
16
Calls
$2.59M
Puts
$26K
Net Calls
+$2.56M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
201
Sterling Financial Group
California
$3.87M -$38.8K -915 -1%
VPF
202
Vantage Point Financial
Illinois
$3.87M +$21.6K +510 +0.6%
RS
203
Retirement Solution
Washington
$3.83M +$1.69K +40 +0%
AWM
204
Apollon Wealth Management
South Carolina
$3.77M -$51.4K -1,214 -1%
SWP
205
Stratos Wealth Partners
Ohio
$3.76M +$703K +16,587 +23%
BSSFA
206
Baron Silver Stevens Financial Advisors
Florida
$3.76M +$108K +2,538 +3%
1WA
207
180 Wealth Advisors
Washington
$3.62M +$160K +3,769 +5%
CPW
208
Catalyst Private Wealth
California
$3.6M -$482K -11,377 -12%
QHA
209
Quarry Hill Advisors
Minnesota
$3.54M -$1.14K -27 -0%
SFG
210
Seamount Financial Group
Colorado
$3.44M +$228K +5,379 +7%
RLIM
211
Red Lighthouse Investment Management
New York
$3.31M +$4.28K +101 +0.1%
HWA
212
HMV Wealth Advisors
Louisiana
$3.22M +$18K +425 +0.6%
CA
213
Clune & Associates
Illinois
$3.14M +$451K +10,656 +17%
SWM
214
SpringVest Wealth Management
Texas
$3.08M -$934K -22,051 -23%
IAG
215
Investmark Advisory Group
Connecticut
$3.08M -$4.15K -98 -0.1%
MSWMA
216
Market Street Wealth Management Advisors
Indiana
$3.06M -$112K -2,649 -4%
SFP
217
SwitchPoint Financial Planning
Utah
$3.05M +$856K +20,198 +39%
MWM
218
Melfa Wealth Management
Massachusetts
$3.04M +$3.01K +71 +0.1%
FA
219
Financial Alternatives
California
$2.99M +$884K +20,865 +42%
AQR Capital Management
220
AQR Capital Management
Connecticut
$2.97M +$11.8K +279 +0.4%
EWP
221
Elevation Wealth Partners
California
$2.94M +$411K +9,692 +16%
Citadel Advisors
222
Citadel Advisors
Florida
$2.86M +$2.86M +67,503 New
AA
223
Ancora Advisors
Ohio
$2.86M -$228K -5,373 -7%
EFL
224
ERn Financial LLC
Wisconsin
$2.82M -$122K -2,881 -4%
VCM
225
Versant Capital Management
Arizona
$2.73M -$56.8K -1,342 -2%