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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
Truist Financial
201
Truist Financial
North Carolina
$5.41M +$363K +7,842 +7%
SRCM
202
Signature Resources Capital Management
California
$5.26M +$88.1K +1,900 +2%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$5.17M +$72.7K +1,569 +1%
KAS
204
Kestra Advisory Services
Texas
$5.16M +$408K +8,804 +9%
AC
205
Apella Capital
Connecticut
$5.1M +$604K +13,026 +14%
T
206
Tableaux
Massachusetts
$4.91M -$4.83M -104,249 -50%
HighTower Advisors
207
HighTower Advisors
Illinois
$4.76M +$1.57M +33,793 +50%
EF
208
Exeter Financial
Arizona
$4.74M -$26.4K -570 -0.6%
TWA
209
TCI Wealth Advisors
Arizona
$4.72M -$86.5K -1,866 -2%
FFG
210
Fiduciary Financial Group
California
$4.7M +$52.1K +1,125 +1%
RSWA
211
Robinson Smith Wealth Advisors
Maine
$4.54M -$99.4K -2,144 -2%
BSSFA
212
Baron Silver Stevens Financial Advisors
Florida
$4.53M +$67.2K +1,451 +2%
SWP
213
Stratos Wealth Partners
Ohio
$4.44M +$200K +4,307 +5%
EWP
214
Elevation Wealth Partners
California
$4.38M +$429K +9,255 +11%
BI
215
BluePrint Investing
California
$4.37M +$4.33M +93,476 New
LMFP
216
Larry Mathis Financial Planning
Arizona
$4.37M +$4.32M +93,288 New
1WA
217
180 Wealth Advisors
Washington
$4.18M +$115K +2,472 +3%
RS
218
Retirement Solution
Washington
$4.11M +$128K +2,770 +3%
SIS
219
Strategic Investment Solutions
Illinois
$4.06M -$1.08M -23,360 -21%
AWM
220
Apollon Wealth Management
South Carolina
$4.03M -$38.1K -823 -0.9%
AWM
221
Axxcess Wealth Management
California
$4.01M -$225K -4,850 -5%
BEW
222
Burton Enright Welch
California
$3.98M +$109K +2,342 +3%
TCRG
223
Twin Cities Retirement Group
Minnesota
$3.9M +$3.87M +83,396 New
VPF
224
Vantage Point Financial
Illinois
$3.89M -$110K -2,363 -3%
SWA
225
Strategic Wealth Advisors
Arizona
$3.85M +$3.82M +82,320 New