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Dimensional Core Fixed Income ETF

397 hedge funds and large institutions have $5.93B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 241 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LG
301
LAM Group
Oregon
$558K
MMA
302
Miracle Mile Advisors
California
$547K
MHB
303
Midwest Heritage Bank
Iowa
$518K
PL
304
Plancorp LLC
Missouri
$516K
SPC
305
Sigma Planning Corp
Michigan
$514K
APC
306
Aspire Private Capital
North Carolina
$512K
EWA
307
Elevate Wealth Advisory
Georgia
$503K
DADC
308
D.A. Davidson & Co
Montana
$501K
GWA
309
Geometric Wealth Advisors
District of Columbia
$457K
FSWA
310
Financial Synergies Wealth Advisors
Texas
$449K
BFA
311
Beacon Financial Advisory
Ohio
$445K
PFS
312
Prospera Financial Services
Texas
$439K
FFWA
313
Forthright Family Wealth Advisory
Texas
$431K
DPI
314
Diversified Portfolios Inc
Michigan
$430K
CSP
315
Cary Street Partners
Virginia
$430K
GWM
316
Geneos Wealth Management
Colorado
$415K
AWA
317
Archvest Wealth Advisors
California
$410K
SC
318
Sepio Capital
Utah
$407K
MOS
319
MGO One Seven
Ohio
$404K
PW
320
Potentia Wealth
California
$389K
TSS
321
Two Sigma Securities
New York
$387K
PFBT
322
Parkside Financial Bank & Trust
Missouri
$386K
FTC
323
Farmers Trust Company
Ohio
$385K
JCM
324
Jacobi Capital Management
Pennsylvania
$383K
WA
325
Waverly Advisors
Alabama
$380K