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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 %
JWCA
251
J.W. Cole Advisors
Florida
$302K +$6.23K +150 +2%
MC
252
Matisse Capital
Oregon
$299K
FPAS
253
Focus Partners Advisor Solutions
Missouri
$297K +$6.4K +154 +2%
MFGP
254
Marshall Financial Group (Pennsylvania)
Pennsylvania
$290K +$290K +6,980 New
ACC
255
Acorn Creek Capital
Colorado
$290K +$2.53K +61 +0.9%
MWA
256
Midland Wealth Advisors
Illinois
$269K +$269K +6,479 New
CW
257
CreativeOne Wealth
Kansas
$260K -$144K -3,469 -36%
MGW
258
MB Generational Wealth
Washington
$260K +$260K +6,252 New
PCI
259
Planning Center Inc
Illinois
$257K +$257K +6,195 New
SFS
260
Security Financial Services
Indiana
$257K +$27.7K +668 +12%
US Bancorp
261
US Bancorp
Minnesota
$256K
EFG
262
Ethos Financial Group
Pennsylvania
$255K +$255K +6,131 New
SAI
263
Savvy Advisors Inc
New York
$236K +$9.47K +228 +4%
AWM
264
Able Wealth Management
New Jersey
$228K
CMP
265
Coston McIsaac & Partners
Maine
$226K -$166 -4 -0.1%
PHWM
266
Pine Harbor Wealth Management
Maryland
$225K -$499K -12,010 -69%
EC
267
Eaton-Cambridge
Arizona
$220K -$79.3K -1,909 -27%
SEIA
268
Signature Estate & Investment Advisors
California
$217K +$217K +5,233 New
AWS
269
Atria Wealth Solutions
New York
$212K +$212K +5,101 New
SOS
270
Silver Oak Securities
Tennessee
$206K +$31K +746 +18%
FFS
271
Founders Financial Securities
Maryland
$204K -$7.64K -184 -4%
TIM
272
Tortoise Investment Management
New York
$191K -$44.7K -1,077 -19%
LG
273
LAM Group
Oregon
$189K -$309K -7,445 -62%
CPA
274
Cardiff Park Advisors
California
$163K -$5.69K -137 -3%
APC
275
Aspire Private Capital
North Carolina
$162K -$623 -15 -0.4%