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Dimensional Core Fixed Income ETF

478 hedge funds and large institutions have $7.53B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 297 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 100

135% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $6.62B → $7.53B (+$914M)

10% more funds holding in top 10

Funds holding in top 10: 111122 (+11)

4% more funds holding

Funds holding: 459478 (+19)

3.12% more ownership

Funds ownership: 75.12%78.24% (+3.1%)

Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
5.89%
Holding in Top 10
122
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+9.91%
% of All Funds
1.5%
New
54
Increased
297
Reduced
100
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMNH
276
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.89M -$203K -4,750 -10%
MFC
277
Morris Financial Concepts
South Carolina
$1.87M +$196K +4,589 +12%
I
278
INVST
Indiana
$1.86M +$95.7K +2,243 +5%
3FI
279
3 Factor Indexing
California
$1.85M +$1.87M +43,931 New
AWM
280
Arista Wealth Management
Nevada
$1.82M
VFP
281
Verus Financial Partners
Virginia
$1.79M -$18K -423 -1%
FPB
282
First PREMIER Bank
South Dakota
$1.74M +$1.21M +28,332 +220%
UWM
283
USAdvisors Wealth Management
Minnesota
$1.7M -$21K -492 -1%
WP
284
WealthSpring Partners
California
$1.68M +$936K +21,948 +123%
WAM
285
Worth Asset Management
Texas
$1.67M +$1.69M +39,587 New
SAM
286
Smartleaf Asset Management
Massachusetts
$1.66M +$248K +5,816 +17%
Citigroup
287
Citigroup
New York
$1.62M +$141K +3,300 +9%
CCM
288
Cloud Capital Management
Washington
$1.59M +$70K +1,640 +5%
WTA
289
Washington Trust Advisors
Massachusetts
$1.58M +$20.7K +484 +1%
PS
290
Pinney & Scofield
Massachusetts
$1.58M +$304K +7,115 +23%
VPWA
291
Vestia Personal Wealth Advisors
Indiana
$1.55M -$2.84M -66,533 -64%
QFA
292
Quantum Financial Advisors
California
$1.54M +$67.2K +1,576 +5%
WRPWM
293
Werba Rubin Papier Wealth Management
California
$1.54M +$53.8K +1,261 +4%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$1.52M +$138K +3,236 +10%
WN
295
Williams & Novak
California
$1.48M -$412K -9,654 -22%
MSWM
296
Master's Wealth Management
Pennsylvania
$1.47M -$250K -5,867 -14%
HP
297
Holistic Planning
Texas
$1.46M +$712K +16,688 +93%
SC
298
Shearwater Capital
Colorado
$1.44M -$7.98K -187 -0.5%
NLWP
299
Next Level Wealth Planning
Idaho
$1.42M +$480K +11,248 +50%
VHAM
300
Van Hulzen Asset Management
California
$1.41M +$21.6K +507 +2%