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Dimensional Core Fixed Income ETF

397 hedge funds and large institutions have $4.87B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 219 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
100
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
GAM
301
GEM Asset Management
Michigan
$584K
SOS
302
Silver Oak Securities
Tennessee
$583K
AWA
303
Archvest Wealth Advisors
California
$573K
NLWP
304
Next Level Wealth Planning
Idaho
$568K
SPC
305
Sigma Planning Corp
Michigan
$559K
KSWA
306
Kathleen S. Wright Associates
Pennsylvania
$558K
MEG
307
Millstone Evans Group
Colorado
$545K
2L
308
25 LLC
Missouri
$542K
SEI Investments
309
SEI Investments
Pennsylvania
$526K
FOA
310
Five Oceans Advisors
California
$525K
DADC
311
D.A. Davidson & Co
Montana
$517K
PL
312
Plancorp LLC
Missouri
$504K
OMC
313
Old Mission Capital
Illinois
$501K
FPCG
314
Forum Private Client Group
Indiana
$476K
EWA
315
Elevate Wealth Advisory
Georgia
$476K
APC
316
Aspire Private Capital
North Carolina
$461K
KAM
317
KEB Asset Management
Illinois
$455K
GWA
318
Geometric Wealth Advisors
District of Columbia
$446K
BFA
319
Beacon Financial Advisory
Ohio
$445K
DP
320
DDD Partners
Washington
$443K
FSWA
321
Financial Synergies Wealth Advisors
Texas
$440K
FFWA
322
Forthright Family Wealth Advisory
Texas
$426K
DPI
323
Diversified Portfolios Inc
Michigan
$419K
PFS
324
Prospera Financial Services
Texas
$413K
CSP
325
Cary Street Partners
Virginia
$391K