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Dimensional Core Fixed Income ETF

317 hedge funds and large institutions have $3.69B invested in Dimensional Core Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 184 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+16
Holders Change %
+5.32%
% of All Funds
4.59%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1%
New
35
Increased
184
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSFS
251
Main Street Financial Solutions
Pennsylvania
$508K +$508K +11,767 New
GWA
252
Geometric Wealth Advisors
District of Columbia
$481K +$4.88K +113 +1%
DWM
253
Drive Wealth Management
Utah
$448K -$8.42K -195 -2%
MMPW
254
Mitchell McLeod Pugh & Williams
Alabama
$435K +$83.4K +1,932 +24%
WN
255
Williams & Novak
California
$433K -$821 -19 -0.2%
2L
256
25 LLC
Missouri
$423K +$43.9K +1,017 +12%
C
257
CEDRUS
Colorado
$422K +$422K +9,774 New
JSW
258
Journey Strategic Wealth
New Jersey
$420K +$420K +9,728 New
FFWA
259
Forthright Family Wealth Advisory
Texas
$419K -$75.3K -1,771 -15%
KSWA
260
Kathleen S. Wright Associates
Pennsylvania
$392K +$43.6K +1,010 +13%
PFBT
261
Parkside Financial Bank & Trust
Missouri
$390K
FTC
262
Farmers Trust Company
Ohio
$389K -$84.8K -1,964 -18%
CMBA
263
C.M. Bidwell & Associates
Hawaii
$382K +$10K +232 +3%
PIA
264
Pinion Investment Advisors
Kansas
$382K -$3.79M -87,822 -91%
PWA
265
Physician Wealth Advisors
Utah
$378K +$9.88K +231 +3%
WA
266
Waverly Advisors
Alabama
$370K -$339K -7,845 -48%
ALWM
267
Andrews Lucia Wealth Management
California
$362K +$38.7K +931 +12%
FFG
268
Fiduciary Financial Group
California
$359K -$82.6K -1,932 -19%
KP
269
Keel Point
Alabama
$357K +$43 +1 +0%
JWCA
270
J.W. Cole Advisors
Florida
$348K +$34.3K +795 +11%
GWM
271
Geneos Wealth Management
Colorado
$347K +$299K +6,933 +629%
FIM
272
Freedom Investment Management
Connecticut
$333K +$11.1K +258 +3%
AC
273
AWM Capital
Arizona
$333K
FPCG
274
Forum Private Client Group
Indiana
$332K +$2.2K +51 +0.7%
AAS
275
Avantax Advisory Services
Texas
$312K +$312K +7,226 New