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Dimensional Core Fixed Income ETF

401 hedge funds and large institutions have $4.58B invested in Dimensional Core Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
FOA
301
Five Oceans Advisors
California
$544K
SC
302
Schubert & Co
Texas
$538K
AWA
303
Archvest Wealth Advisors
California
$536K
2L
304
25 LLC
Missouri
$519K
MGW
305
MB Generational Wealth
Washington
$496K
PL
306
Plancorp LLC
Missouri
$496K
RA
307
RFG Advisory
Alabama
$488K
APC
308
Aspire Private Capital
North Carolina
$458K
PW
309
Potentia Wealth
California
$456K
FSWA
310
Financial Synergies Wealth Advisors
Texas
$453K
BFA
311
Beacon Financial Advisory
Ohio
$441K
GWA
312
Geometric Wealth Advisors
District of Columbia
$437K
HH
313
Hilltop Holdings
Texas
$436K
AIS
314
American Investment Services
Massachusetts
$428K
AWM
315
Apollon Wealth Management
South Carolina
$428K
FFWA
316
Forthright Family Wealth Advisory
Texas
$425K
FPCG
317
Forum Private Client Group
Indiana
$409K
RWM
318
Riverbend Wealth Management
South Carolina
$402K
TFO
319
Timonier Family Office
North Carolina
$394K
PFBT
320
Parkside Financial Bank & Trust
Missouri
$379K
FTC
321
Farmers Trust Company
Ohio
$379K
WA
322
Waverly Advisors
Alabama
$374K
BAAM
323
Baker Avenue Asset Management
California
$369K
HSG
324
Helen Stephens Group
Texas
$363K
DWM
325
Drive Wealth Management
Utah
$357K