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Dimensional Core Fixed Income ETF

400 hedge funds and large institutions have $4.58B invested in Dimensional Core Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.43%
Holding in Top 10
103
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.96%
% of All Funds
1.4%
New
37
Increased
221
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LG
326
LAM Group
Oregon
$353K +$97.6K +2,320 +38%
Citigroup
327
Citigroup
New York
$353K +$230K +5,470 +188%
FFG
328
Fiduciary Financial Group
California
$342K -$13K -315 -4%
CSP
329
Cary Street Partners
Virginia
$342K +$129K +3,067 +61%
KP
330
Keel Point
Alabama
$339K -$10.1K -239 -3%
FIM
331
Freedom Investment Management
Connecticut
$338K +$13K +309 +4%
NLWP
332
Next Level Wealth Planning
Idaho
$336K +$32.3K +769 +11%
WRPWM
333
Werba Rubin Papier Wealth Management
California
$312K +$312K +7,423 New
CA
334
Calton & Associates
Florida
$307K +$307K +7,296 New
Bank of Montreal
335
Bank of Montreal
Ontario, Canada
$303K +$303K +7,204 New
MC
336
Matisse Capital
Oregon
$303K
APW
337
Austin Private Wealth
Texas
$296K +$296K +7,031 New
EFG
338
Ethos Financial Group
Pennsylvania
$293K
AWP
339
Axis Wealth Partners
Rhode Island
$292K +$44.3K +1,053 +18%
EC
340
Eaton-Cambridge
Arizona
$286K +$15.4K +367 +6%
DWM
341
Dopkins Wealth Management
New York
$282K
BIG
342
Brookwood Investment Group
Arizona
$275K +$275K +6,550 New
BCA
343
Bay Capital Advisors
Virginia
$272K +$5.43K +129 +2%
CIA
344
Compass Ion Advisors
Pennsylvania
$272K +$272K +6,467 New
AAS
345
Avantax Advisory Services
Texas
$270K -$25.1K -597 -8%
CAM
346
Concorde Asset Management
Michigan
$270K +$5.83K +140 +2%
ACC
347
Acorn Creek Capital
Colorado
$267K -$210 -5 -0.1%
CWG
348
Crown Wealth Group
North Carolina
$265K -$2.92M -69,312 -92%
TWM
349
TCFG Wealth Management
California
$255K -$30.7K -730 -11%
CMBA
350
C.M. Bidwell & Associates
Hawaii
$251K -$5.09K -121 -2%