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Dimensional Core Fixed Income ETF

402 hedge funds and large institutions have $6.02B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 244 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
251
Hoxton Planning & Management
West Virginia
$1.46M
Envestnet Portfolio Solutions
252
Envestnet Portfolio Solutions
Illinois
$1.4M
FIA
253
Foundations Investment Advisors
Arizona
$1.39M
MWM
254
Mission Wealth Management
California
$1.35M
VHAM
255
Van Hulzen Asset Management
California
$1.31M
SIC
256
Samalin Investment Counsel
New York
$1.31M
EFP
257
Elser Financial Planning
Indiana
$1.3M
SAM
258
Smartleaf Asset Management
Massachusetts
$1.3M
CAG
259
Csenge Advisory Group
Florida
$1.29M
Citigroup
260
Citigroup
New York
$1.28M
CC
261
Copperleaf Capital
North Carolina
$1.27M
MWA
262
Mills Wealth Advisors
Texas
$1.25M
Renaissance Technologies
263
Renaissance Technologies
New York
$1.19M
FWP
264
Firethorn Wealth Partners
Georgia
$1.18M
AWP
265
Axis Wealth Partners
Rhode Island
$1.17M
PS
266
Pinney & Scofield
Massachusetts
$1.12M
IAG
267
Investment Advisory Group
Massachusetts
$1.1M
LSIA
268
LaSalle St. Investment Advisors
Illinois
$1.08M
HFA
269
Hippocratic Financial Advisors
California
$1.06M
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$1.05M
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$1.05M
GFM
272
GEN Financial Management
Minnesota
$1.02M
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$1M
SIG
274
Spinnaker Investment Group
California
$995K
AA
275
Alpha Advisors
Virginia
$920K