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Dimensional Core Fixed Income ETF

474 hedge funds and large institutions have $7.52B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 295 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
121
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
CAG
301
Csenge Advisory Group
Florida
$1.38M
CBU
302
CIBC Bancorp USA
Illinois
$1.34M
SIC
303
Samalin Investment Counsel
New York
$1.34M
Envestnet Portfolio Solutions
304
Envestnet Portfolio Solutions
Illinois
$1.29M
SWM
305
Selective Wealth Management
Virginia
$1.28M
HIGP
306
Hill Investment Group Partners
Missouri
$1.24M
LSIA
307
LaSalle St. Investment Advisors
Illinois
$1.17M
PFS
308
Prospera Financial Services
Texas
$1.16M
IAG
309
Investment Advisory Group
Massachusetts
$1.14M
LC
310
Landaas & Company
Wisconsin
$1.13M
ALWM
311
Andrews Lucia Wealth Management
California
$1.13M
KAM
312
KEB Asset Management
Illinois
$1.13M
AWM
313
Accurate Wealth Management
Florida
$1.12M
WIA
314
World Investment Advisors
California
$1.11M
PGF
315
Plan Group Financial
Oklahoma
$1.08M
HPM
316
Hoxton Planning & Management
West Virginia
$1.07M
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$1.05M
TWP
318
Triad Wealth Partners
Kansas
$1.05M
GAM
319
GEM Asset Management
Michigan
$1.04M
IWM
320
IHT Wealth Management
Illinois
$1.03M
GFM
321
GEN Financial Management
Minnesota
$1.01M
AFC
322
Ares Financial Consulting
California
$1M
CIA
323
Concurrent Investment Advisors
Florida
$961K
CFG
324
CSP Financial Group
Arizona
$938K
RWM
325
Riverbend Wealth Management
South Carolina
$937K