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Dimensional Core Fixed Income ETF

391 hedge funds and large institutions have $4.72B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 216 increasing their positions, 119 reducing their positions, and 31 closing their positions.

Holders
391
Holders Change
-9
Holders Change %
-2.25%
% of All Funds
5.25%
Holding in Top 10
99
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.88%
% of All Funds
1.33%
New
28
Increased
216
Reduced
119
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TI
1
Truepoint Inc
Ohio
$487M 11,512,852 +209,514 +2%
SFA
2
Sequoia Financial Advisors
Ohio
$122M 2,878,822 +765,145 +36%
TLFA
3
True Link Financial Advisors
California
$119M 2,823,753 +2,823,753 New
FMI
4
Factory Mutual Insurance
Massachusetts
$118M 2,793,770
OIA
5
OneDigital Investment Advisors
Kansas
$115M 2,712,518 +25,898 +1%
GWWM
6
Great Waters Wealth Management
Minnesota
$106M 2,502,325 +73,413 +3%
HWM
7
Hemington Wealth Management
Virginia
$104M 2,451,980 +79,515 +3%
SC
8
Savant Capital
Illinois
$100M 2,374,378 +455,204 +24%
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$91.4M 2,163,709 -32,103 -1%
AC
10
Apella Capital
Connecticut
$90.3M 2,148,340 +107,829 +5%
PFM
11
Phillips Financial Management
Indiana
$86.1M 2,037,414 +124,059 +6%
W
12
WPWealth
Texas
$79.8M 1,887,341 -934,113 -33%
CWM
13
Core Wealth Management
Florida
$64.1M 1,516,839 +95,254 +7%
DAS
14
Dynamic Advisor Solutions
Arizona
$63M 1,491,156 +21,293 +1%
SIM
15
Stratos Investment Management
Ohio
$62.3M 1,474,842 +128,745 +10%
HighTower Advisors
16
HighTower Advisors
Illinois
$60.9M 1,440,685 -49,587 -3%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$58.3M 1,380,163 -101,019 -7%
MSWMA
18
Market Street Wealth Management Advisors
Indiana
$57.5M 1,361,482 +28,183 +2%
RFP
19
Root Financial Partners
California
$57.1M 1,352,097 +118,907 +10%
AF
20
Allworth Financial
California
$56M 1,324,041 -11,932 -0.9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$55.4M 1,312,044 -142,164 -10%
RK
22
Rather & Kittrell
Tennessee
$49.1M 1,162,317 +86,007 +8%
LPL Financial
23
LPL Financial
California
$46.2M 1,094,129 +3,686 +0.3%
RIM
24
RW Investment Management
Idaho
$45.4M 1,075,353 -4,060 -0.4%
HSA
25
HBK Sorce Advisory
Pennsylvania
$45.2M 1,068,573 -38,660 -3%