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Dimensional Core Fixed Income ETF

396 hedge funds and large institutions have $4.85B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 218 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
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
SOS
301
Silver Oak Securities
Tennessee
$583K
AWA
302
Archvest Wealth Advisors
California
$573K
NLWP
303
Next Level Wealth Planning
Idaho
$568K
SPC
304
Sigma Planning Corp
Michigan
$559K
KSWA
305
Kathleen S. Wright Associates
Pennsylvania
$558K
MEG
306
Millstone Evans Group
Colorado
$545K
2L
307
25 LLC
Missouri
$542K
SEI Investments
308
SEI Investments
Pennsylvania
$526K
FOA
309
Five Oceans Advisors
California
$525K
DADC
310
D.A. Davidson & Co
Montana
$517K
PL
311
Plancorp LLC
Missouri
$504K
OMC
312
Old Mission Capital
Illinois
$501K
FPCG
313
Forum Private Client Group
Indiana
$476K
EWA
314
Elevate Wealth Advisory
Georgia
$476K
APC
315
Aspire Private Capital
North Carolina
$461K
KAM
316
KEB Asset Management
Illinois
$455K
GWA
317
Geometric Wealth Advisors
District of Columbia
$446K
BFA
318
Beacon Financial Advisory
Ohio
$445K
DP
319
DDD Partners
Washington
$443K
FSWA
320
Financial Synergies Wealth Advisors
Texas
$440K
FFWA
321
Forthright Family Wealth Advisory
Texas
$426K
DPI
322
Diversified Portfolios Inc
Michigan
$419K
PFS
323
Prospera Financial Services
Texas
$413K
CSP
324
Cary Street Partners
Virginia
$391K
PFBT
325
Parkside Financial Bank & Trust
Missouri
$381K