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Dimensional Core Fixed Income ETF

397 hedge funds and large institutions have $5.93B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 241 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
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
AWM
276
Ariadne Wealth Management
California
$855K
ALWM
277
Andrews Lucia Wealth Management
California
$851K
CCM
278
Cloud Capital Management
Washington
$838K
MCA
279
MSH Capital Advisors
Arizona
$794K
KAM
280
KEB Asset Management
Illinois
$787K
TC
281
TAGStone Capital
North Carolina
$780K
TWCA
282
Two West Capital Advisors
Kansas
$738K
ATPW
283
Ashton Thomas Private Wealth
Arizona
$722K
EWA
284
Exencial Wealth Advisors
Oklahoma
$703K
FOA
285
Five Oceans Advisors
California
$700K
WRPWM
286
Werba Rubin Papier Wealth Management
California
$696K
CTWM
287
Cherry Tree Wealth Management
Minnesota
$695K
GAM
288
GEM Asset Management
Michigan
$694K
D
289
Dentgroup
Louisiana
$675K
BOSSRA
290
B.O.S.S. Retirement Advisors
Utah
$671K
2L
291
25 LLC
Missouri
$663K
MGW
292
MB Generational Wealth
Washington
$650K
RWM
293
Riverbend Wealth Management
South Carolina
$641K
SOS
294
Silver Oak Securities
Tennessee
$615K
FPCG
295
Forum Private Client Group
Indiana
$602K
Wells Fargo
296
Wells Fargo
California
$599K
NLWP
297
Next Level Wealth Planning
Idaho
$598K
AWM
298
Apollon Wealth Management
South Carolina
$593K
SW
299
StrongBox Wealth
Missouri
$582K
KSWA
300
Kathleen S. Wright Associates
Pennsylvania
$564K