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Dimensional Core Fixed Income ETF

478 hedge funds and large institutions have $7.53B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 297 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 100

135% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $6.62B → $7.53B (+$914M)

10% more funds holding in top 10

Funds holding in top 10: 111122 (+11)

4% more funds holding

Funds holding: 459478 (+19)

3.12% more ownership

Funds ownership: 75.12%78.24% (+3.1%)

Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
5.89%
Holding in Top 10
122
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+9.91%
% of All Funds
1.5%
New
54
Increased
297
Reduced
100
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
226
Family Capital Management
Michigan
$4M +$1.72M +40,325 +74%
MFG
227
Merit Financial Group
Georgia
$3.98M +$3.79M +88,783 +1,593%
DFP
228
Donalies Financial Planning
District of Columbia
$3.9M +$165K +3,861 +4%
UBS AM
229
UBS AM
Illinois
$3.67M +$3.71M +87,040 New
Mercer Global Advisors
230
Mercer Global Advisors
Colorado
$3.63M +$2.94M +68,797 +398%
CTWM
231
Cherry Tree Wealth Management
Minnesota
$3.58M +$1.11M +26,069 +44%
SW
232
Simplicity Wealth
New Jersey
$3.54M -$23.2K -544 -0.6%
WANY
233
Wealthspire Advisors (New York)
New York
$3.53M +$801K +18,767 +29%
MWM
234
Mission Wealth Management
California
$3.51M +$720K +16,865 +25%
TAM
235
TCP Asset Management
Ohio
$3.48M +$399K +9,361 +13%
IFA
236
Index Fund Advisors
California
$3.48M +$1.97M +46,073 +126%
CW
237
Curio Wealth
Maryland
$3.44M +$9.3K +218 +0.3%
CP
238
Canopy Partners
Ohio
$3.33M +$411K +9,636 +14%
GJIA
239
Glass Jacobson Investment Advisors
Maryland
$3.27M +$688K +16,125 +26%
OFA
240
Onyx Financial Advisors
Idaho
$3.2M +$1.29M +30,193 +66%
APFP
241
Action Point Financial Planning
Michigan
$3.17M +$3.2M +75,065 New
DPI
242
Diversified Portfolios Inc
Michigan
$3.14M +$2.76M +64,754 +667%
MMPW
243
Mitchell McLeod Pugh & Williams
Alabama
$3.14M -$323K -7,577 -9%
AA
244
Alpha Advisors
Virginia
$3.12M +$2.23M +52,331 +243%
FG
245
Foster Group
Iowa
$3.12M -$1.36K -32 -0%
FTUS
246
Flow Traders U.S.
New York
$3.11M +$3.14M +73,607 New
PAG
247
Private Advisor Group
New Jersey
$3.09M +$18K +422 +0.6%
HKIMG
248
Hutchens & Kramer Investment Management Group
Indiana
$2.94M -$303K -7,113 -9%
DWM
249
DWR Wealth Management
California
$2.94M +$1.53M +35,905 +106%
GWM
250
GK Wealth Management
Nevada
$2.94M +$2.98M +69,787 New