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Dimensional Core Fixed Income ETF

400 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 37 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.43%
Holding in Top 10
103
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.96%
% of All Funds
1.4%
New
37
Increased
221
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FOA
301
Five Oceans Advisors
California
$544K +$10.6K +253 +2%
SC
302
Schubert & Co
Texas
$538K -$59.2K -1,408 -10%
AWA
303
Archvest Wealth Advisors
California
$536K +$323K +7,674 +151%
2L
304
25 LLC
Missouri
$519K +$16.1K +382 +3%
MGW
305
MB Generational Wealth
Washington
$496K +$223K +5,292 +81%
PL
306
Plancorp LLC
Missouri
$496K +$255K +6,059 +106%
RA
307
RFG Advisory
Alabama
$488K -$776K -18,460 -61%
APC
308
Aspire Private Capital
North Carolina
$458K +$131K +3,106 +40%
PW
309
Potentia Wealth
California
$456K
FSWA
310
Financial Synergies Wealth Advisors
Texas
$453K -$11.6K -275 -2%
BFA
311
Beacon Financial Advisory
Ohio
$441K -$122K -2,906 -22%
GWA
312
Geometric Wealth Advisors
District of Columbia
$437K -$159K -3,783 -27%
HH
313
Hilltop Holdings
Texas
$436K -$296K -7,042 -40%
AIS
314
American Investment Services
Massachusetts
$428K -$24.9K -593 -6%
AWM
315
Apollon Wealth Management
South Carolina
$428K -$75.1K -1,786 -15%
FFWA
316
Forthright Family Wealth Advisory
Texas
$425K
FPCG
317
Forum Private Client Group
Indiana
$409K +$70.2K +1,669 +21%
RWM
318
Riverbend Wealth Management
South Carolina
$402K +$38K +903 +10%
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 +$13.8K +329 +4%
BAAM
323
Baker Avenue Asset Management
California
$369K -$81.4M -1,934,616 -100%
HSG
324
Helen Stephens Group
Texas
$363K +$91.8K +2,182 +34%
DWM
325
Drive Wealth Management
Utah
$357K -$5.26K -125 -1%