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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
SFA
1
Sequoia Financial Advisors
Ohio
$216M +$27.7M +683,205 +14%
AWA
2
Aquire Wealth Advisors
Utah
$144M +$5.71M +140,869 +4%
OIA
3
OneDigital Investment Advisors
Kansas
$136M +$15.9M +391,676 +12%
MWM
4
Modera Wealth Management
New Jersey
$135M -$4.69M -115,537 -3%
AF
5
Allworth Financial
California
$120M +$10.2M +251,731 +9%
RW
6
RVW Wealth
California
$107M +$53.8M +1,325,860 +92%
BF
7
Blankinship & Foster
California
$106M -$5.17M -127,435 -4%
KA
8
Kooman & Associates
Pennsylvania
$104M +$144K +3,539 +0.1%
HWM
9
Hemington Wealth Management
Virginia
$85.9M +$67.4M +1,661,682 +290%
SIG
10
Spinnaker Investment Group
California
$85.3M +$7.37M +181,608 +9%
AWM
11
AE Wealth Management
Kansas
$84.9M +$7.86M +193,719 +10%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$77.4M +$14.4M +353,767 +21%
AWM
13
Arista Wealth Management
Nevada
$75.9M +$2.13M +52,429 +3%
EW
14
Evoke Wealth
California
$71.6M +$4.94M +121,840 +7%
MWP
15
Meridian Wealth Partners
Pennsylvania
$69.7M -$1.41M -34,803 -2%
HWM
16
HB Wealth Management
Georgia
$65.4M +$8.72M +214,903 +14%
KF
17
Krilogy Financial
Missouri
$60M +$4.22M +104,063 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$58.7M +$5.46M +134,546 +10%
BA
19
BCM Advisors
Louisiana
$49.8M -$1.85M -45,588 -3%
Betterment LLC
20
Betterment LLC
New York
$49.8M +$2.16M +53,142 +4%
W
21
WPWealth
Texas
$49.5M +$2.48M +61,249 +5%
HIF
22
Hill Island Financial
Michigan
$49.4M +$4.79M +118,185 +10%
EP
23
Essential Planning
New Hampshire
$48.2M -$3.11B -76,559,683 -98%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$47.1M +$8.57M +211,374 +21%
PWMG
25
Pioneer Wealth Management Group
Texas
$46.3M +$48.9M +1,204,564 New