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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
QHA
201
Quarry Hill Advisors
Minnesota
$3.21M -$199K -4,915 -6%
MCA
202
Magnolia Capital Advisors
Mississippi
$3.16M +$446K +10,998 +15%
1WA
203
180 Wealth Advisors
Washington
$3.14M +$21.7K +535 +0.7%
SFG
204
Seamount Financial Group
Colorado
$2.91M +$37.1K +914 +1%
HWA
205
HMV Wealth Advisors
Louisiana
$2.91M +$214K +5,270 +7%
MSWMA
206
Market Street Wealth Management Advisors
Indiana
$2.87M +$330K +8,130 +12%
RLIM
207
Red Lighthouse Investment Management
New York
$2.85M -$4.1K -101 -0.1%
IAG
208
Investmark Advisory Group
Connecticut
$2.8M +$14.4K +355 +0.5%
AA
209
Ancora Advisors
Ohio
$2.8M +$32.7K +807 +1%
SWP
210
Stratos Wealth Partners
Ohio
$2.78M -$221K -5,456 -7%
MWM
211
Melfa Wealth Management
Massachusetts
$2.76M -$58.9K -1,452 -2%
AQR Capital Management
212
AQR Capital Management
Connecticut
$2.69M +$564K +13,895 +25%
EFL
213
ERn Financial LLC
Wisconsin
$2.67M -$98.1K -2,419 -3%
Jane Street
214
Jane Street
New York
$2.58M +$2.72M +67,003 New
VCM
215
Versant Capital Management
Arizona
$2.53M +$1.59M +39,198 +147%
MWM
216
Meritas Wealth Management
California
$2.48M -$129K -3,168 -5%
PFG
217
Pinnacle Financial Group
Illinois
$2.46M -$143K -3,537 -5%
CA
218
Clune & Associates
Illinois
$2.44M +$20.9K +514 +0.8%
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$2.35M +$294K +7,237 +13%
EWP
220
Elevation Wealth Partners
California
$2.29M +$321K +7,915 +15%
RFP
221
Root Financial Partners
California
$2.27M +$1.42M +34,997 +146%
AIA
222
AssuredPartners Investment Advisors
Florida
$2.24M +$390K +9,621 +20%
RCAG
223
Rehmann Capital Advisory Group
Michigan
$2.24M -$2.43K -60 -0.1%
RFP
224
RCS Financial Planning
Maryland
$2.22M -$141K -3,478 -6%
FCBT
225
First Citizens Bank & Trust
North Carolina
$2.17M