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Dimensional Core Fixed Income ETF

402 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, 244 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
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
NLWP
301
Next Level Wealth Planning
Idaho
$598K
AWM
302
Apollon Wealth Management
South Carolina
$593K
SW
303
StrongBox Wealth
Missouri
$582K
KSWA
304
Kathleen S. Wright Associates
Pennsylvania
$564K
LG
305
LAM Group
Oregon
$558K
MMA
306
Miracle Mile Advisors
California
$547K
MHB
307
Midwest Heritage Bank
Iowa
$518K
PL
308
Plancorp LLC
Missouri
$516K
SPC
309
Sigma Planning Corp
Michigan
$514K
APC
310
Aspire Private Capital
North Carolina
$512K
EWA
311
Elevate Wealth Advisory
Georgia
$503K
DADC
312
D.A. Davidson & Co
Montana
$501K
GWA
313
Geometric Wealth Advisors
District of Columbia
$457K
FSWA
314
Financial Synergies Wealth Advisors
Texas
$449K
BFA
315
Beacon Financial Advisory
Ohio
$445K
PFS
316
Prospera Financial Services
Texas
$439K
FFWA
317
Forthright Family Wealth Advisory
Texas
$431K
DPI
318
Diversified Portfolios Inc
Michigan
$430K
CSP
319
Cary Street Partners
Virginia
$430K
GWM
320
Geneos Wealth Management
Colorado
$415K
AWA
321
Archvest Wealth Advisors
California
$410K
SC
322
Sepio Capital
Utah
$407K
MOS
323
MGO One Seven
Ohio
$404K
PW
324
Potentia Wealth
California
$389K
TSS
325
Two Sigma Securities
New York
$387K