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Dimensional Core Fixed Income ETF

397 hedge funds and large institutions have $5.93B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 241 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
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
$514M
Prudential Financial
2
Prudential Financial
New Jersey
$446M
AC
3
Annandale Capital
Texas
$342M
FMI
4
Factory Mutual Insurance
Massachusetts
$194M
TLFA
5
True Link Financial Advisors
California
$146M
BHWM
6
Beaird Harris Wealth Management
Texas
$135M
OIA
7
OneDigital Investment Advisors
Kansas
$124M
SC
8
Savant Capital
Illinois
$122M
GWWM
9
Great Waters Wealth Management
Minnesota
$118M
HWM
10
Hemington Wealth Management
Virginia
$114M
PFM
11
Phillips Financial Management
Indiana
$101M
AC
12
Apella Capital
Connecticut
$99.7M
DPW
13
DiNuzzo Private Wealth
Pennsylvania
$95.2M
RFP
14
Root Financial Partners
California
$87.9M
W
15
WPWealth
Texas
$83.9M
SIM
16
Stratos Investment Management
Ohio
$78.6M
CWM
17
Core Wealth Management
Florida
$69.8M
HighTower Advisors
18
HighTower Advisors
Illinois
$66.9M
DAS
19
Dynamic Advisor Solutions
Arizona
$65.5M
MSWMA
20
Market Street Wealth Management Advisors
Indiana
$60.2M
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$59M
RK
22
Rather & Kittrell
Tennessee
$55.8M
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$53M
GM
24
GeoWealth Management
Illinois
$51.1M
RIM
25
RW Investment Management
Idaho
$49.7M