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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 %
CC
251
Copperleaf Capital
North Carolina
$1.37M +$224K +5,292 +20%
NCM
252
New Capital Management
Texas
$1.35M -$4.73M -111,932 -78%
Citigroup
253
Citigroup
New York
$1.32M +$963K +22,794 +272%
MWM
254
Mission Wealth Management
California
$1.31M +$16.5K +390 +1%
EFP
255
Elser Financial Planning
Indiana
$1.29M
MWA
256
Mills Wealth Advisors
Texas
$1.28M -$278K -6,569 -18%
SIC
257
Samalin Investment Counsel
New York
$1.23M -$251K -5,947 -17%
BOC
258
Blue Oak Capital
California
$1.23M -$7.73K -183 -0.6%
SAM
259
Smartleaf Asset Management
Massachusetts
$1.2M -$21.4K -509 -2%
GWM
260
Geneos Wealth Management
Colorado
$1.19M -$402K -9,520 -25%
OA
261
Oceanside Advisors
South Carolina
$1.16M -$27.2K -644 -2%
FWP
262
Firethorn Wealth Partners
Georgia
$1.16M +$23.8K +562 +2%
VHAM
263
Van Hulzen Asset Management
California
$1.14M +$38.6K +914 +4%
HFA
264
Hippocratic Financial Advisors
California
$1.11M -$7.08M -167,587 -86%
MSFS
265
Main Street Financial Solutions
Pennsylvania
$1.09M +$32.3K +765 +3%
GFM
266
GEN Financial Management
Minnesota
$1.04M
AWP
267
Axis Wealth Partners
Rhode Island
$973K +$680K +16,101 +232%
CTWM
268
Cherry Tree Wealth Management
Minnesota
$958K +$13.6K +322 +1%
LSIA
269
LaSalle St. Investment Advisors
Illinois
$957K +$113K +2,675 +13%
CAG
270
Csenge Advisory Group
Florida
$950K +$34.1K +818 +4%
IAG
271
Investment Advisory Group
Massachusetts
$943K +$7.9K +187 +0.8%
BIG
272
Builder Investment Group
Georgia
$923K +$5.79K +137 +0.6%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$921K +$153K +3,621 +20%
PS
274
Pinney & Scofield
Massachusetts
$905K +$40.7K +962 +5%
JWA
275
JFS Wealth Advisors
Pennsylvania
$869K +$761 +18 +0.1%