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Dimensional Core Fixed Income ETF

478 hedge funds and large institutions have $7.53B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 297 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 100

135% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $6.62B → $7.53B (+$914M)

10% more funds holding in top 10

Funds holding in top 10: 111122 (+11)

4% more funds holding

Funds holding: 459478 (+19)

3.12% more ownership

Funds ownership: 75.12%78.24% (+3.1%)

Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
5.89%
Holding in Top 10
122
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+9.91%
% of All Funds
1.5%
New
54
Increased
297
Reduced
100
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
301
Cypress Financial Planning
New Jersey
$1.4M +$58.9K +1,381 +4%
AWP
302
Axis Wealth Partners
Rhode Island
$1.39M +$169K +3,960 +14%
CAG
303
Csenge Advisory Group
Florida
$1.38M +$83.7K +1,962 +6%
CBU
304
CIBC Bancorp USA
Illinois
$1.34M +$1.35M +31,710 New
SIC
305
Samalin Investment Counsel
New York
$1.34M +$31.5K +739 +2%
Envestnet Portfolio Solutions
306
Envestnet Portfolio Solutions
Illinois
$1.29M -$90.9K -2,130 -6%
SWM
307
Selective Wealth Management
Virginia
$1.28M +$1.3M +30,359 New
HIGP
308
Hill Investment Group Partners
Missouri
$1.24M -$2.75M -64,423 -69%
LSIA
309
LaSalle St. Investment Advisors
Illinois
$1.17M +$78.6K +1,842 +7%
PFS
310
Prospera Financial Services
Texas
$1.16M +$597K +14,000 +104%
IAG
311
Investment Advisory Group
Massachusetts
$1.14M +$56.7K +1,328 +5%
LC
312
Landaas & Company
Wisconsin
$1.13M +$788K +18,466 +220%
ALWM
313
Andrews Lucia Wealth Management
California
$1.13M +$163K +3,820 +17%
KAM
314
KEB Asset Management
Illinois
$1.13M +$105K +2,463 +10%
AWM
315
Accurate Wealth Management
Florida
$1.12M +$1.13M +26,407 New
WIA
316
World Investment Advisors
California
$1.11M +$1.12M +26,264 New
PGF
317
Plan Group Financial
Oklahoma
$1.08M -$641K -15,022 -37%
HPM
318
Hoxton Planning & Management
West Virginia
$1.07M -$248K -5,805 -19%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$1.05M +$15.4K +362 +1%
TWP
320
Triad Wealth Partners
Kansas
$1.05M +$457K +10,710 +76%
GAM
321
GEM Asset Management
Michigan
$1.04M +$344K +8,054 +49%
IWM
322
IHT Wealth Management
Illinois
$1.03M +$615K +14,420 +145%
GFM
323
GEN Financial Management
Minnesota
$1.01M
AFC
324
Ares Financial Consulting
California
$1M -$4.27K -100 -0.4%
CIA
325
Concurrent Investment Advisors
Florida
$961K +$971K +22,765 New