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Dimensional Core Fixed Income ETF

388 hedge funds and large institutions have $4.79B invested in Dimensional Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 201 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+71
Holders Change %
+22.4%
% of All Funds
5.17%
Holding in Top 10
104
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+50.72%
% of All Funds
1.38%
New
92
Increased
201
Reduced
79
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
326
Saxony Capital Management
Missouri
$275K -$1.28M -30,974 -82%
MGW
327
MB Generational Wealth
Washington
$268K +$5.45K +132 +2%
HSG
328
Helen Stephens Group
Texas
$266K -$662K -16,050 -71%
EC
329
Eaton-Cambridge
Arizona
$266K +$28.5K +690 +12%
CAM
330
Concorde Asset Management
Michigan
$262K -$2.68K -65 -1%
ACC
331
Acorn Creek Capital
Colorado
$262K +$1.73K +42 +0.7%
BCA
332
Bay Capital Advisors
Virginia
$262K +$262K +6,342 New
US Bancorp
333
US Bancorp
Minnesota
$254K
CMBA
334
C.M. Bidwell & Associates
Hawaii
$251K -$114K -2,769 -31%
LG
335
LAM Group
Oregon
$251K +$44.2K +1,070 +21%
KFSC
336
Keystone Financial Services (Colorado)
Colorado
$244K +$244K +5,914 New
PCI
337
Planning Center Inc
Illinois
$243K -$12.8K -309 -5%
AWP
338
Axis Wealth Partners
Rhode Island
$243K +$243K +5,880 New
PL
339
Plancorp LLC
Missouri
$237K +$237K +5,732 New
FWM
340
FMB Wealth Management
California
$231K
Thrivent Financial for Lutherans
341
Thrivent Financial for Lutherans
Minnesota
$229K +$229K +5,553 New
RPA
342
Redwood Park Advisors
California
$224K +$224K +5,424 New
JSW
343
Journey Strategic Wealth
New Jersey
$214K -$187K -4,538 -47%
LOPW
344
Live Oak Private Wealth
North Carolina
$214K +$214K +5,186 New
PWA
345
Physician Wealth Advisors
Utah
$211K -$153K -3,714 -42%
AWA
346
Archvest Wealth Advisors
California
$209K +$209K +5,071 New
AWS
347
Atria Wealth Solutions
New York
$209K -$206 -5 -0.1%
CSP
348
Cary Street Partners
Virginia
$209K +$209K +5,056 New
GAM
349
Gemmer Asset Management
California
$208K -$5.49K -133 -3%
CWM
350
Congress Wealth Management
Massachusetts
$205K +$205K +4,963 New