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Dimensional Core Fixed Income ETF

301 hedge funds and large institutions have $3.54B invested in Dimensional Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+19
Holders Change %
+6.74%
% of All Funds
4.38%
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
39
Increased
171
Reduced
73
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWG
226
Beta Wealth Group
California
$534K +$5.53K +133 +1%
AWM
227
Apollon Wealth Management
South Carolina
$519K +$163K +3,935 +46%
SPC
228
Sigma Planning Corp
Michigan
$511K -$2.74K -66 -0.5%
FFWA
229
Forthright Family Wealth Advisory
Texas
$483K
PF
230
Penney Financial
Texas
$466K +$27.4K +660 +6%
GWA
231
Geometric Wealth Advisors
District of Columbia
$458K +$5.4K +130 +1%
FTC
232
Farmers Trust Company
Ohio
$455K +$455K +10,964 New
DWM
233
Drive Wealth Management
Utah
$439K -$46.3K -1,115 -10%
FFG
234
Fiduciary Financial Group
California
$435K +$435K +10,337 New
I
235
INVST
Indiana
$424K +$424K +10,268 New
WN
236
Williams & Novak
California
$417K +$417K +10,037 New
SW
237
Schulz Wealth
Texas
$379K +$18.9K +455 +5%
PFBT
238
Parkside Financial Bank & Trust
Missouri
$375K
2L
239
25 LLC
Missouri
$365K +$91.4K +2,200 +33%
PWA
240
Physician Wealth Advisors
Utah
$362K -$7.36K -175 -2%
CMBA
241
C.M. Bidwell & Associates
Hawaii
$358K +$44.5K +1,072 +14%
KP
242
Keel Point
Alabama
$354K +$354K +8,270 New
DWM
243
Dopkins Wealth Management
New York
$345K +$345K +8,312 New
MMPW
244
Mitchell McLeod Pugh & Williams
Alabama
$338K +$94.3K +2,271 +39%
KSWA
245
Kathleen S. Wright Associates
Pennsylvania
$335K +$136K +3,270 +68%
ALWM
246
Andrews Lucia Wealth Management
California
$326K
AC
247
AWM Capital
Arizona
$320K -$1.91K -46 -0.6%
FPCG
248
Forum Private Client Group
Indiana
$317K +$4.2K +101 +1%
CAM
249
Concorde Asset Management
Michigan
$313K +$313K +7,534 New
FIM
250
Freedom Investment Management
Connecticut
$310K +$5.73K +138 +2%