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Dimensional Core Fixed Income ETF

317 hedge funds and large institutions have $3.69B invested in Dimensional Core Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 184 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+16
Holders Change %
+5.32%
% of All Funds
4.59%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1%
New
35
Increased
184
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APC
276
Aspire Private Capital
North Carolina
$312K +$144K +3,332 +86%
MC
277
Matisse Capital
Oregon
$311K
EFG
278
Ethos Financial Group
Pennsylvania
$304K +$39K +903 +15%
Qube Research & Technologies (QRT)
279
Qube Research & Technologies (QRT)
United Kingdom
$300K +$300K +6,955 New
OMC
280
Old Mission Capital
Illinois
$289K +$289K +6,699 New
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$281K +$267K +6,177 +1,901%
CAM
282
Concorde Asset Management
Michigan
$277K -$48.3K -1,119 -15%
MGW
283
MB Generational Wealth
Washington
$275K +$5.1K +118 +2%
ACC
284
Acorn Creek Capital
Colorado
$272K -$29K -672 -10%
PCI
285
Planning Center Inc
Illinois
$268K
US Bancorp
286
US Bancorp
Minnesota
$266K
TWM
287
TCFG Wealth Management
California
$266K +$266K +6,155 New
USWIA
288
UP Strategic Wealth Investment Advisors
Pennsylvania
$263K -$3.13M -72,446 -92%
Wells Fargo
289
Wells Fargo
California
$256K +$250K +5,787 +3,910%
EC
290
Eaton-Cambridge
Arizona
$248K +$19.6K +453 +9%
FWM
291
FMB Wealth Management
California
$242K +$242K +5,601 New
AWM
292
Able Wealth Management
New Jersey
$237K
GAM
293
Gemmer Asset Management
California
$223K +$223K +5,162 New
AWS
294
Atria Wealth Solutions
New York
$219K -$1.56K -36 -0.7%
LG
295
LAM Group
Oregon
$216K +$20.1K +465 +10%
CPA
296
Cardiff Park Advisors
California
$164K -$5.53K -128 -3%
Morgan Stanley
297
Morgan Stanley
New York
$148K +$74.3K +1,719 +101%
GWM
298
Grand Wealth Management
Michigan
$138K +$2.2K +51 +2%
TIM
299
Tortoise Investment Management
New York
$136K -$62.2K -1,440 -31%
CAS
300
Coppell Advisory Solutions
Texas
$135K -$11.4K -264 -8%