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Dimensional Core Fixed Income ETF

394 hedge funds and large institutions have $4.85B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 217 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
5.29%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
29
Increased
217
Reduced
119
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
301
Archvest Wealth Advisors
California
$573K +$34.2K +809 +6%
NLWP
302
Next Level Wealth Planning
Idaho
$568K +$231K +5,460 +68%
SPC
303
Sigma Planning Corp
Michigan
$559K +$2.54K +60 +0.5%
KSWA
304
Kathleen S. Wright Associates
Pennsylvania
$558K
MEG
305
Millstone Evans Group
Colorado
$545K -$1M -23,683 -65%
2L
306
25 LLC
Missouri
$542K +$19.8K +469 +4%
SEI Investments
307
SEI Investments
Pennsylvania
$526K +$526K +12,438 New
FOA
308
Five Oceans Advisors
California
$525K -$22.1K -523 -4%
DADC
309
D.A. Davidson & Co
Montana
$517K -$168K -3,965 -24%
PL
310
Plancorp LLC
Missouri
$504K +$5.96K +141 +1%
OMC
311
Old Mission Capital
Illinois
$501K -$686K -16,227 -58%
FPCG
312
Forum Private Client Group
Indiana
$476K +$65.4K +1,548 +16%
EWA
313
Elevate Wealth Advisory
Georgia
$476K -$116K -2,748 -20%
APC
314
Aspire Private Capital
North Carolina
$461K +$169 +4 +0%
KAM
315
KEB Asset Management
Illinois
$455K +$455K +10,764 New
GWA
316
Geometric Wealth Advisors
District of Columbia
$446K +$6.8K +161 +2%
BFA
317
Beacon Financial Advisory
Ohio
$445K +$1.31K +31 +0.3%
DP
318
DDD Partners
Washington
$443K +$443K +10,480 New
FSWA
319
Financial Synergies Wealth Advisors
Texas
$440K -$15.8K -374 -3%
FFWA
320
Forthright Family Wealth Advisory
Texas
$426K -$1.52K -36 -0.4%
DPI
321
Diversified Portfolios Inc
Michigan
$419K +$419K +9,914 New
PFS
322
Prospera Financial Services
Texas
$413K +$188K +4,449 +84%
CSP
323
Cary Street Partners
Virginia
$391K +$47.5K +1,125 +14%
PFBT
324
Parkside Financial Bank & Trust
Missouri
$381K
FTC
325
Farmers Trust Company
Ohio
$380K