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Dimensional Core Fixed Income ETF

265 hedge funds and large institutions have $3.01B invested in Dimensional Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 123 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+57
Holders Change %
+27.4%
% of All Funds
3.89%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
0.88%
New
76
Increased
123
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
226
Concorde Asset Management
Michigan
$276K +$9.29K +219 +3%
2L
227
25 LLC
Missouri
$257K +$21K +495 +9%
DPI
228
Diversified Portfolios Inc
Michigan
$257K +$257K +6,050 New
TIM
229
Tortoise Investment Management
New York
$247K +$34.1K +804 +16%
GAM
230
Gemmer Asset Management
California
$240K +$19.9K +470 +9%
SPC
231
Sigma Planning Corp
Michigan
$227K -$270K -6,365 -54%
MMPW
232
Mitchell McLeod Pugh & Williams
Alabama
$217K +$217K +5,122 New
WTA
233
Washington Trust Advisors
Massachusetts
$216K +$216K +5,094 New
BCG
234
Breakwater Capital Group
New Jersey
$211K -$133K -3,148 -39%
WIP
235
WealthCare Investment Partners
Rhode Island
$208K +$208K +4,927 New
Morgan Stanley
236
Morgan Stanley
New York
$207K +$80.9K +1,908 +64%
CBFP
237
Cedar Brook Financial Partners
Ohio
$205K +$205K +4,842 New
KSWA
238
Kathleen S. Wright Associates
Pennsylvania
$204K -$119K -2,800 -37%
SFS
239
Security Financial Services
Indiana
$201K +$201K +4,749 New
AWM
240
Able Wealth Management
New Jersey
$198K +$198K +4,661 New
CPA
241
Cardiff Park Advisors
California
$172K +$3.31K +78 +2%
EWA
242
EP Wealth Advisors
California
$121K +$121K +2,848 New
CMBA
243
C.M. Bidwell & Associates
Hawaii
$119K +$119K +2,801 New
CFGS
244
Concourse Financial Group Securities
Alabama
$110K
AWM
245
Aspire Wealth Management
Massachusetts
$103K -$297 -7 -0.3%
Comerica Bank
246
Comerica Bank
Texas
$98.2K
MFG
247
Mendota Financial Group
Wisconsin
$93.7K -$297K -6,998 -76%
GWM
248
Grand Wealth Management
Michigan
$87.8K -$69K -1,628 -44%
CAS
249
Coppell Advisory Solutions
Texas
$73.4K +$42 +1 +0.1%
CT
250
Colonial Trust
South Carolina
$57.5K +$57.5K +1,356 New