Stock ownership · SEC 13F · Q4 2025
DIMENSIONAL U S CORE
Who owns DIMENSIONAL U S CORE (CUSIP 25434V708)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $29.3M
- Reported value
- 7
- Institutions
- 99%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, DIMENSIONAL U S CORE ranks #283 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 7 institutions report $29.3M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 7
- institutions hold it
- $29.3M
- reported 13F value
- 99%
- held by top 5
- #283
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, DIMENSIONAL U S CORE ranks #283 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 25434V708 · Q4 2025 $29M reported
VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-MID #283/775
- HOLDERS-FOCUS 7 filers
- CONC-DOM 99% top-5
- PHOTO-FINISH PACER FDS TR
- ACTIVITY-MID 6 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: PACER FDS TR
Read with: Ownership concentration guide - DIMENSIONAL U S CORE's top-five holders account for 99% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · DIMENSIONAL U S CORE
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a DIMENSIONAL U S CORE position has risen from 4 to 7 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 447,143 | $17.7M | 60.4% |
| 2 | BDFS Capital LLC | 236,084 | $9.3M | 31.9% |
| 3 | DGS Capital Management, LLC | 26,450 | $1.0M | 3.6% |
| 4 | Bell Investment Advisors, Inc | 13,196 | $522K | 1.8% |
| 5 | Diesslin Group, Inc. | 8,410 | $333K | 1.1% |
| 6 | DiPaolo Financial Group, Inc. | 7,160 | $283K | 1.0% |
| 7 | Strategic Investment Solutions, Inc. /IL | 1,333 | $53K | 0.2% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among DIMENSIONAL U S CORE's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (6)
Complete exits (8)
Frequently Asked Questions
How many institutions hold DIMENSIONAL U S CORE?▼
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for DIMENSIONAL U S CORE: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($29.3M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (7 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.