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Dimensional US Core Equity Market ETF

571 hedge funds and large institutions have $7.5B invested in Dimensional US Core Equity Market ETF in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 265 increasing their positions, 176 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $224K | Put options by funds: $73K

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

51% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 176

2% more funds holding

Funds holding: 560571 (+11)

0% more funds holding in top 10

Funds holding in top 10: 114114 (0)

0.12% less ownership

Funds ownership: 73.01%72.89% (-0.12%)

0% less capital invested

Capital invested by funds: $7.52B → $7.5B (-$16.8M)

Holders
571
Holders Change
+11
Holders Change %
+1.96%
% of All Funds
7.03%
Holding in Top 10
114
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.4%
New
53
Increased
265
Reduced
176
Closed
31
Calls
$224K
Puts
$73K
Net Calls
+$151K
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$333M +$12M +254,218 +4%
RW
2
RVW Wealth
California
$209M +$5.56M +118,160 +3%
ST
3
Sageworth Trust
Pennsylvania
$202M -$1.18M -25,051 -0.6%
OIA
4
OneDigital Investment Advisors
Kansas
$200M +$3.93M +83,664 +2%
AF
5
Allworth Financial
California
$179M +$5.75M +122,381 +3%
AAS
6
Annex Advisory Services
Wisconsin
$167M +$39.4M +838,701 +29%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$159M +$6.12M +130,255 +4%
AWA
8
Aquire Wealth Advisors
Utah
$154M +$4.82M +102,457 +3%
MWM
9
Modera Wealth Management
New Jersey
$145M -$3.82M -81,290 -2%
MJFG
10
Mars Jewett Financial Group
Washington
$141M +$908K +19,309 +0.6%
KA
11
Kooman & Associates
Pennsylvania
$130M +$1.95M +41,452 +1%
BPA
12
Beacon Pointe Advisors
California
$126M +$6.25M +132,899 +5%
BF
13
Blankinship & Foster
California
$118M -$1.51M -32,072 -1%
EW
14
Evoke Wealth
California
$114M +$6.32M +134,302 +6%
AC
15
Apella Capital
Connecticut
$106M +$96.1M +2,044,648 +1,878%
AWM
16
AE Wealth Management
Kansas
$105M +$3.69M +78,560 +3%
SIG
17
Spinnaker Investment Group
California
$104M -$5.95M -126,588 -5%
AWM
18
Arista Wealth Management
Nevada
$93.3M -$3.54M -75,334 -4%
EFP
19
Elser Financial Planning
Indiana
$89.4M +$93.2M +1,981,512 New
KF
20
Krilogy Financial
Missouri
$86.7M +$2.49M +52,946 +3%
SC
21
Savant Capital
Illinois
$86.1M +$25.1M +533,988 +39%
W
22
WPWealth
Texas
$84M +$4.56M +97,042 +5%
MPW
23
MASECO Private Wealth
$82.9M +$18.6M +395,171 +27%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$82.4M +$9.96M +211,846 +13%
5NPW
25
55 North Private Wealth
Florida
$75.8M +$3.35M +71,173 +4%