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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
AC
201
Apella Capital
Connecticut
$4.34M -$148K -3,364 -3%
ST
202
Sageworth Trust
Pennsylvania
$4.21M -$249K -5,642 -6%
SWP
203
Stratos Wealth Partners
Ohio
$4.14M +$75.2K +1,707 +2%
AWM
204
Axxcess Wealth Management
California
$4.14M -$1.76M -39,945 -31%
CL
205
COWA LLC
Oklahoma
$4.11M -$121K -2,738 -3%
1WA
206
180 Wealth Advisors
Washington
$3.97M +$66.3K +1,504 +2%
AWM
207
Apollon Wealth Management
South Carolina
$3.97M -$92.7K -2,105 -2%
SFG
208
Sterling Financial Group
California
$3.96M -$211K -4,790 -5%
VPF
209
Vantage Point Financial
Illinois
$3.91M -$256K -5,803 -6%
RS
210
Retirement Solution
Washington
$3.89M -$240K -5,445 -6%
EWP
211
Elevation Wealth Partners
California
$3.86M +$666K +15,106 +22%
BEW
212
Burton Enright Welch
California
$3.78M +$220 +5 +0%
QHA
213
Quarry Hill Advisors
Minnesota
$3.77M -$47.4K -1,076 -1%
MSWMA
214
Market Street Wealth Management Advisors
Indiana
$3.75M +$435K +9,869 +14%
TF
215
Tandem Financial
Colorado
$3.68M +$3.54M +80,439 New
SFG
216
Seamount Financial Group
Colorado
$3.67M -$39.8K -904 -1%
RLIM
217
Red Lighthouse Investment Management
New York
$3.57M
HWA
218
HMV Wealth Advisors
Louisiana
$3.48M
CPW
219
Catalyst Private Wealth
California
$3.45M -$423K -9,610 -11%
LCWP
220
Legacy Capital Wealth Partners
Arkansas
$3.35M +$458K +10,406 +17%
SIM
221
Stratos Investment Management
Ohio
$3.32M -$1.88M -42,570 -37%
SFP
222
SwitchPoint Financial Planning
Utah
$3.3M
MWM
223
Melfa Wealth Management
Massachusetts
$3.25M -$29.2K -663 -0.9%
IAG
224
Investmark Advisory Group
Connecticut
$3.24M -$88.3K -2,005 -3%
FA
225
Financial Alternatives
California
$3.23M