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Dimensional Core Fixed Income ETF

394 hedge funds and large institutions have $4.85B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 217 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
5.29%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
29
Increased
217
Reduced
119
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ATPW
276
Ashton Thomas Private Wealth
Arizona
$849K +$619K +14,647 +270%
AC
277
AWM Capital
Arizona
$842K +$4.56K +108 +0.5%
CCM
278
Cloud Capital Management
Washington
$826K +$77.9K +1,836 +10%
AWM
279
Ariadne Wealth Management
California
$786K -$564K -13,263 -42%
MCA
280
MSH Capital Advisors
Arizona
$779K -$38.9K -921 -5%
ALWM
281
Andrews Lucia Wealth Management
California
$779K +$122K +2,884 +19%
TC
282
TAGStone Capital
North Carolina
$775K +$6.26K +148 +0.8%
Susquehanna International Group
283
Susquehanna International Group
Pennsylvania
$755K +$755K +17,859 New
SIG
284
Spinnaker Investment Group
California
$733K -$3.27M -77,428 -82%
BOSSRA
285
B.O.S.S. Retirement Advisors
Utah
$728K -$16.7K -395 -2%
WTA
286
Washington Trust Advisors
Massachusetts
$719K +$27.9K +660 +4%
Mercer Global Advisors
287
Mercer Global Advisors
Colorado
$717K -$129K -3,047 -15%
UBS Group
288
UBS Group
Switzerland
$687K +$687K +16,248 +406,200%
TFP
289
Triune Financial Partners
Kansas
$656K -$139K -3,290 -17%
EWA
290
Exencial Wealth Advisors
Oklahoma
$639K +$13.5K +320 +2%
PFGIA
291
Patriot Financial Group Insurance Agency
Massachusetts
$629K +$2.96K +70 +0.5%
WRPWM
292
Werba Rubin Papier Wealth Management
California
$629K +$315K +7,461 +101%
AWM
293
Apollon Wealth Management
South Carolina
$610K +$180K +4,259 +42%
TWCA
294
Two West Capital Advisors
Kansas
$609K -$74.2K -1,768 -11%
MHB
295
Midwest Heritage Bank
Iowa
$609K -$278K -6,570 -31%
SW
296
StrongBox Wealth
Missouri
$596K +$41.6K +985 +8%
SW
297
Simplicity Wealth
New Jersey
$595K -$4.62M -109,306 -89%
RWM
298
Riverbend Wealth Management
South Carolina
$590K +$186K +4,395 +46%
GAM
299
GEM Asset Management
Michigan
$584K +$6.47K +154 +1%
SOS
300
Silver Oak Securities
Tennessee
$583K +$3.97K +94 +0.7%