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Dimensional Core Fixed Income ETF

404 hedge funds and large institutions have $6.02B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 246 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
Wells Fargo
301
Wells Fargo
California
$599K
NLWP
302
Next Level Wealth Planning
Idaho
$598K
AWM
303
Apollon Wealth Management
South Carolina
$593K
SW
304
StrongBox Wealth
Missouri
$582K
KSWA
305
Kathleen S. Wright Associates
Pennsylvania
$564K
LG
306
LAM Group
Oregon
$558K
MMA
307
Miracle Mile Advisors
California
$547K
MHB
308
Midwest Heritage Bank
Iowa
$518K
PL
309
Plancorp LLC
Missouri
$516K
SPC
310
Sigma Planning Corp
Michigan
$514K
APC
311
Aspire Private Capital
North Carolina
$512K
EWA
312
Elevate Wealth Advisory
Georgia
$503K
DADC
313
D.A. Davidson & Co
Montana
$501K
GWA
314
Geometric Wealth Advisors
District of Columbia
$457K
FSWA
315
Financial Synergies Wealth Advisors
Texas
$449K
BFA
316
Beacon Financial Advisory
Ohio
$445K
PFS
317
Prospera Financial Services
Texas
$439K
FFWA
318
Forthright Family Wealth Advisory
Texas
$431K
DPI
319
Diversified Portfolios Inc
Michigan
$430K
CSP
320
Cary Street Partners
Virginia
$430K
GWM
321
Geneos Wealth Management
Colorado
$415K
AWA
322
Archvest Wealth Advisors
California
$410K
SC
323
Sepio Capital
Utah
$407K
MOS
324
MGO One Seven
Ohio
$404K
PW
325
Potentia Wealth
California
$389K