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Dimensional Core Fixed Income ETF

404 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, 246 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
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
OFA
251
Onyx Financial Advisors
Idaho
$1.47M
HPM
252
Hoxton Planning & Management
West Virginia
$1.46M
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$1.4M
FIA
254
Foundations Investment Advisors
Arizona
$1.39M
MWM
255
Mission Wealth Management
California
$1.35M
VHAM
256
Van Hulzen Asset Management
California
$1.31M
SIC
257
Samalin Investment Counsel
New York
$1.31M
EFP
258
Elser Financial Planning
Indiana
$1.3M
SAM
259
Smartleaf Asset Management
Massachusetts
$1.3M
CAG
260
Csenge Advisory Group
Florida
$1.29M
Citigroup
261
Citigroup
New York
$1.28M
CC
262
Copperleaf Capital
North Carolina
$1.27M
MWA
263
Mills Wealth Advisors
Texas
$1.25M
Renaissance Technologies
264
Renaissance Technologies
New York
$1.19M
FWP
265
Firethorn Wealth Partners
Georgia
$1.18M
AWP
266
Axis Wealth Partners
Rhode Island
$1.17M
PS
267
Pinney & Scofield
Massachusetts
$1.12M
IAG
268
Investment Advisory Group
Massachusetts
$1.1M
LSIA
269
LaSalle St. Investment Advisors
Illinois
$1.08M
HFA
270
Hippocratic Financial Advisors
California
$1.06M
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$1.05M
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$1.05M
GFM
273
GEN Financial Management
Minnesota
$1.02M
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$1M
SIG
275
Spinnaker Investment Group
California
$995K