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Dimensional Core Fixed Income ETF

395 hedge funds and large institutions have $4.85B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 217 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
100
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Truepoint Inc
Ohio
$487M
BHWM
2
Beaird Harris Wealth Management
Texas
$128M
SFA
3
Sequoia Financial Advisors
Ohio
$122M
TLFA
4
True Link Financial Advisors
California
$119M
FMI
5
Factory Mutual Insurance
Massachusetts
$118M
OIA
6
OneDigital Investment Advisors
Kansas
$115M
GWWM
7
Great Waters Wealth Management
Minnesota
$106M
HWM
8
Hemington Wealth Management
Virginia
$104M
SC
9
Savant Capital
Illinois
$100M
DPW
10
DiNuzzo Private Wealth
Pennsylvania
$91.4M
AC
11
Apella Capital
Connecticut
$90.3M
PFM
12
Phillips Financial Management
Indiana
$86.1M
W
13
WPWealth
Texas
$79.8M
CWM
14
Core Wealth Management
Florida
$64.1M
DAS
15
Dynamic Advisor Solutions
Arizona
$63M
SIM
16
Stratos Investment Management
Ohio
$62.3M
HighTower Advisors
17
HighTower Advisors
Illinois
$60.9M
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$58.3M
MSWMA
19
Market Street Wealth Management Advisors
Indiana
$57.5M
RFP
20
Root Financial Partners
California
$57.1M
AF
21
Allworth Financial
California
$56M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$55.4M
RK
23
Rather & Kittrell
Tennessee
$49.1M
LPL Financial
24
LPL Financial
California
$46.2M
RIM
25
RW Investment Management
Idaho
$45.4M