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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 %
WP
301
WealthShield Partners
North Carolina
$102K -$25K -578 -20%
Comerica Bank
302
Comerica Bank
Texas
$100K
GRP
303
Global Retirement Partners
California
$89.5K +$864 +20 +1%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$87.5K +$76.3K +1,767 +680%
Citigroup
305
Citigroup
New York
$84.6K +$84.6K +1,958 New
WSFS
306
Wilmington Savings Fund Society
Delaware
$64.1K +$64.1K +1,483 New
CT
307
Colonial Trust
South Carolina
$40.9K -$6.35K -147 -13%
OLVIG
308
Oliver Lagore Vanvalin Investment Group
Michigan
$38.1K +$1.99K +46 +6%
AWM
309
Aspire Wealth Management
Massachusetts
$33.6K -$89.9K -2,082 -73%
CA
310
Claris Advisors
Missouri
$32.9K +$32.9K +763 New
MFT
311
Moisand Fitzgerald Tamayo
Florida
$31K -$5.53K -128 -15%
PG
312
Proffitt & Goodson
Tennessee
$8.86K +$8.86K +205 New
CFD
313
Creative Financial Designs
Indiana
$6.48K
HNB
314
Huntington National Bank
Ohio
$4.85K
CIA
315
Cape Investment Advisory
Georgia
$4.32K
HI
316
Harbour Investments
Wisconsin
$4.19K
CMP
317
Coston McIsaac & Partners
Maine
$246 +$12 +268 +5%
Fidelity Investments
318
Fidelity Investments
Massachusetts
$43
VWA
319
Valued Wealth Advisors
Utah
$5 -$5
SWM
320
Spire Wealth Management
Virginia
-$877K -21,100 Closed
BPWM
321
Black Point Wealth Management
Florida
-$772K -18,586 Closed
DWM
322
Dopkins Wealth Management
New York
-$345K -8,312 Closed
MFGP
323
Marshall Financial Group (Pennsylvania)
Pennsylvania
-$290K -6,980 Closed
MWA
324
Midland Wealth Advisors
Illinois
-$269K -6,479 Closed
SFS
325
Security Financial Services
Indiana
-$257K -6,178 Closed