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Dimensional Core Fixed Income ETF

388 hedge funds and large institutions have $4.79B invested in Dimensional Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 201 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+71
Holders Change %
+22.4%
% of All Funds
5.17%
Holding in Top 10
104
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+50.72%
% of All Funds
1.38%
New
92
Increased
201
Reduced
79
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
276
Schulz Wealth
Texas
$617K -$245K -5,929 -28%
BWG
277
Beta Wealth Group
California
$615K +$76.1K +1,845 +14%
PFGIA
278
Patriot Financial Group Insurance Agency
Massachusetts
$610K +$3.26K +79 +0.5%
PF
279
Penney Financial
Texas
$599K +$69.1K +1,675 +13%
WTA
280
Washington Trust Advisors
Massachusetts
$591K
EWA
281
Elevate Wealth Advisory
Georgia
$586K +$1.86K +45 +0.3%
SC
282
Schubert & Co
Texas
$586K +$586K +14,198 New
GWA
283
Geometric Wealth Advisors
District of Columbia
$585K +$126K +3,045 +27%
SOS
284
Silver Oak Securities
Tennessee
$565K +$32.9K +796 +6%
GAM
285
GEM Asset Management
Michigan
$559K +$23.6K +573 +4%
BFA
286
Beacon Financial Advisory
Ohio
$553K +$8.58K +208 +2%
SPC
287
Sigma Planning Corp
Michigan
$552K +$27.6K +669 +5%
KSWA
288
Kathleen S. Wright Associates
Pennsylvania
$545K +$170K +4,119 +45%
FOA
289
Five Oceans Advisors
California
$523K +$7.26K +176 +1%
ALWM
290
Andrews Lucia Wealth Management
California
$516K +$140K +3,239 +37%
2L
291
25 LLC
Missouri
$494K +$89.7K +2,173 +22%
AWM
292
Apollon Wealth Management
South Carolina
$493K -$41 -1 -0%
SW
293
StrongBox Wealth
Missouri
$463K +$463K +11,220 New
FSWA
294
Financial Synergies Wealth Advisors
Texas
$456K -$564K -13,673 -55%
PW
295
Potentia Wealth
California
$447K +$447K +10,843 New
AIS
296
American Investment Services
Massachusetts
$444K -$4.77M -115,679 -91%
FFWA
297
Forthright Family Wealth Advisory
Texas
$417K +$9.99K +242 +2%
BOC
298
Blue Oak Capital
California
$396K +$396K +9,605 New
TFO
299
Timonier Family Office
North Carolina
$387K +$387K +9,369 New
PFBT
300
Parkside Financial Bank & Trust
Missouri
$372K