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Dimensional Core Fixed Income ETF

301 hedge funds and large institutions have $3.54B invested in Dimensional Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+19
Holders Change %
+6.74%
% of All Funds
4.38%
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
39
Increased
171
Reduced
73
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
276
Coppell Advisory Solutions
Texas
$141K +$141K +3,392 New
GWM
277
Grand Wealth Management
Michigan
$131K +$3.28K +79 +3%
WP
278
WealthShield Partners
North Carolina
$122K -$31.9K -769 -21%
AWM
279
Aspire Wealth Management
Massachusetts
$119K +$5.98K +144 +5%
ATPW
280
Ashton Thomas Private Wealth
Arizona
$102K +$102K +2,450 New
Comerica Bank
281
Comerica Bank
Texas
$96.2K
GRP
282
Global Retirement Partners
California
$85.2K +$1.04K +25 +1%
Morgan Stanley
283
Morgan Stanley
New York
$71K +$7.85K +189 +12%
UBS Group
284
UBS Group
Switzerland
$67.4K +$67.4K +1,623 New
BTI
285
Blue Trust Inc
Georgia
$61.1K
GWM
286
Geneos Wealth Management
Colorado
$45.8K +$16K +384 +53%
CT
287
Colonial Trust
South Carolina
$45.4K -$4.4K -106 -9%
MFT
288
Moisand Fitzgerald Tamayo
Florida
$35.2K +$9.56K +230 +37%
OLVIG
289
Oliver Lagore Vanvalin Investment Group
Michigan
$34.7K +$9.85K +237 +40%
VAG
290
VisionPoint Advisory Group
Texas
$31.1K
BlackRock
291
BlackRock
New York
$29.8K +$29.8K +717 New
OCM
292
Orion Capital Management
California
$15.5K
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$13K -$10.2K -256 -44%
National Bank of Canada
294
National Bank of Canada
Quebec, Canada
$12K +$12K +286 New
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$10.8K +$10.8K +260 New
CFD
296
Creative Financial Designs
Indiana
$6.23K
Wells Fargo
297
Wells Fargo
California
$6.15K +$6.11K +147 +14,700%
CIA
298
Cape Investment Advisory
Georgia
$4.15K
HI
299
Harbour Investments
Wisconsin
$4.03K
HFA
300
Hershey Financial Advisers
Pennsylvania
$3.2K +$3.2K +77 New