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Dimensional Core Fixed Income ETF

397 hedge funds and large institutions have $4.87B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 219 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
100
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
HTWM
251
Hartmann Taylor Wealth Management
Texas
$1.41M
CC
252
Copperleaf Capital
North Carolina
$1.37M
NCM
253
New Capital Management
Texas
$1.35M
Citigroup
254
Citigroup
New York
$1.32M
MWM
255
Mission Wealth Management
California
$1.31M
I
256
INVST
Indiana
$1.29M
EFP
257
Elser Financial Planning
Indiana
$1.29M
MWA
258
Mills Wealth Advisors
Texas
$1.28M
SIC
259
Samalin Investment Counsel
New York
$1.23M
BOC
260
Blue Oak Capital
California
$1.23M
SAM
261
Smartleaf Asset Management
Massachusetts
$1.2M
GWM
262
Geneos Wealth Management
Colorado
$1.19M
OA
263
Oceanside Advisors
South Carolina
$1.16M
FWP
264
Firethorn Wealth Partners
Georgia
$1.16M
VHAM
265
Van Hulzen Asset Management
California
$1.14M
HFA
266
Hippocratic Financial Advisors
California
$1.11M
MSFS
267
Main Street Financial Solutions
Pennsylvania
$1.09M
GFM
268
GEN Financial Management
Minnesota
$1.04M
AWP
269
Axis Wealth Partners
Rhode Island
$973K
CTWM
270
Cherry Tree Wealth Management
Minnesota
$958K
LSIA
271
LaSalle St. Investment Advisors
Illinois
$957K
CAG
272
Csenge Advisory Group
Florida
$950K
IAG
273
Investment Advisory Group
Massachusetts
$943K
BIG
274
Builder Investment Group
Georgia
$923K
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$921K