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Dimensional Core Fixed Income ETF

394 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, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
5.29%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
29
Increased
217
Reduced
119
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
$2.16M +$2.16M +51,122 New
WN
227
Williams & Novak
California
$2.14M +$428K +10,127 +25%
AWM
228
Arista Wealth Management
Nevada
$2.1M
GJIA
229
Glass Jacobson Investment Advisors
Maryland
$1.91M +$231K +5,470 +14%
APW
230
Austin Private Wealth
Texas
$1.86M +$1.56M +36,969 +526%
VFP
231
Verus Financial Partners
Virginia
$1.82M +$10.1K +239 +0.6%
QFA
232
Quantum Financial Advisors
California
$1.8M -$160K -3,786 -8%
FFM
233
Forum Financial Management
Illinois
$1.77M -$20.2K -479 -1%
SFP
234
SwitchPoint Financial Planning
Utah
$1.68M +$63.3K +1,498 +4%
MFC
235
Morris Financial Concepts
South Carolina
$1.64M -$40.3K -954 -2%
FCM
236
Family Capital Management
Michigan
$1.63M +$125K +2,947 +8%
SW
237
Schulz Wealth
Texas
$1.63M +$924K +21,873 +131%
LOPW
238
Live Oak Private Wealth
North Carolina
$1.62M +$990K +23,417 +157%
FA
239
Fiduciary Alliance
South Carolina
$1.57M +$1.57M +37,201 New
EAM
240
Evanson Asset Management
California
$1.57M +$6.55K +155 +0.4%
LA
241
LexAurum Advisors
Kansas
$1.56M +$26.5K +627 +2%
SAI
242
Savvy Advisors Inc
New York
$1.54M +$1.54M +36,536 New
HPM
243
Hoxton Planning & Management
West Virginia
$1.53M -$139K -3,299 -8%
IA
244
IFP Advisors
Florida
$1.51M +$507K +12,006 +51%
CWM
245
CIBC World Markets
New York
$1.48M +$10.9K +259 +0.7%
SC
246
Shearwater Capital
Colorado
$1.45M +$676 +16 +0%
Envestnet Portfolio Solutions
247
Envestnet Portfolio Solutions
Illinois
$1.44M -$176K -4,167 -11%
OFA
248
Onyx Financial Advisors
Idaho
$1.43M -$93.3K -2,207 -6%
UWM
249
USAdvisors Wealth Management
Minnesota
$1.42M +$110K +2,613 +8%
HTWM
250
Hartmann Taylor Wealth Management
Texas
$1.41M -$63.4K -1,500 -4%