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Dimensional Core Fixed Income ETF

478 hedge funds and large institutions have $7.53B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 297 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 100

135% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $6.62B → $7.53B (+$914M)

10% more funds holding in top 10

Funds holding in top 10: 111122 (+11)

4% more funds holding

Funds holding: 459478 (+19)

3.12% more ownership

Funds ownership: 75.12%78.24% (+3.1%)

Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
5.89%
Holding in Top 10
122
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+9.91%
% of All Funds
1.5%
New
54
Increased
297
Reduced
100
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
251
Wealthcare Advisory Partners
Pennsylvania
$2.9M -$2.63M -61,740 -47%
MGW
252
MB Generational Wealth
Washington
$2.88M +$413K +9,673 +17%
Cerity Partners
253
Cerity Partners
New York
$2.84M +$2.87M +67,334 New
PFS
254
Professional Financial Solutions
Virginia
$2.77M +$654K +15,328 +30%
NA
255
NewEdge Advisors
Louisiana
$2.76M +$517K +12,113 +23%
AA
256
Ancora Advisors
Ohio
$2.69M +$47.6K +1,116 +2%
RF
257
rebel Financial
Ohio
$2.61M +$88.6K +2,076 +3%
EH
258
Equitable Holdings
New York
$2.55M +$70.7K +1,658 +3%
FIA
259
Foundations Investment Advisors
Arizona
$2.54M +$410K +9,610 +19%
IA
260
IFP Advisors
Florida
$2.52M +$59.6K +1,398 +2%
CA
261
Clune & Associates
Illinois
$2.52M -$744K -17,430 -23%
HTWM
262
Hartmann Taylor Wealth Management
Texas
$2.45M +$178K +4,175 +8%
AWA
263
Arkadios Wealth Advisors
Georgia
$2.42M +$2.44M +57,290 New
AWMM
264
Aegis Wealth Management (Maryland)
Maryland
$2.35M +$110K +2,579 +5%
RIAS
265
Rachor Investment Advisory Services
Michigan
$2.34M +$16.4K +384 +0.7%
RLIM
266
Red Lighthouse Investment Management
New York
$2.32M
BJB
267
Broadhurst Jeffrey B
$2.31M +$104K +2,447 +5%
BRPW
268
Ballast Rock Private Wealth
South Carolina
$2.3M -$31.4K -736 -1%
FA
269
Fiduciary Alliance
South Carolina
$2.29M +$589K +13,815 +35%
SA
270
Stewardship Advisors
Pennsylvania
$2.23M +$105K +2,470 +5%
SFP
271
SwitchPoint Financial Planning
Utah
$2.23M +$407K +9,550 +22%
EAM
272
Evanson Asset Management
California
$2.21M +$592K +13,880 +36%
PA
273
ProCore Advisors
California
$2.11M +$627K +14,705 +42%
AHL
274
Abel Hall LLC
Louisiana
$2.06M -$60.8K -1,425 -3%
LA
275
LexAurum Advisors
Kansas
$1.89M +$1.91M +44,836 New