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Dimensional Core Fixed Income ETF

394 hedge funds and large institutions have $4.85B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 217 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
5.28%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
29
Increased
217
Reduced
119
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
326
Waverly Advisors
Alabama
$376K
TFO
327
Timonier Family Office
North Carolina
$373K -$23K -544 -6%
FFG
328
Fiduciary Financial Group
California
$357K +$5.96K +141 +2%
KP
329
Keel Point
Alabama
$341K +$465 +11 +0.1%
FIM
330
Freedom Investment Management
Connecticut
$340K +$380 +9 +0.1%
CWG
331
Crown Wealth Group
North Carolina
$337K +$71.4K +1,689 +27%
GAM
332
Gemmer Asset Management
California
$337K +$127K +2,999 +60%
Wells Fargo
333
Wells Fargo
California
$320K +$218K +5,152 +213%
AAS
334
Avantax Advisory Services
Texas
$320K +$47.9K +1,134 +18%
LG
335
LAM Group
Oregon
$316K -$38.7K -915 -11%
BIG
336
Brookwood Investment Group
Arizona
$306K +$29.6K +700 +11%
MC
337
Matisse Capital
Oregon
$304K
DWM
338
Destination Wealth Management
California
$304K +$304K +7,189 New
DWM
339
Dopkins Wealth Management
New York
$287K +$3.55K +84 +1%
HSG
340
Helen Stephens Group
Texas
$284K -$80.4K -1,903 -22%
BCA
341
Bay Capital Advisors
Virginia
$281K +$7.73K +183 +3%
CIA
342
Compass Ion Advisors
Pennsylvania
$277K +$3.25K +77 +1%
EC
343
Eaton-Cambridge
Arizona
$271K -$16.4K -387 -6%
DWM
344
Drive Wealth Management
Utah
$270K -$88.5K -2,095 -25%
SPIA
345
Steward Partners Investment Advisory
New York
$267K -$845K -19,993 -76%
TWM
346
TCFG Wealth Management
California
$256K
CMBA
347
C.M. Bidwell & Associates
Hawaii
$252K
CFO
348
CVA Family Office
Colorado
$249K +$2.16K +51 +0.9%
PCI
349
Planning Center Inc
Illinois
$247K
JCM
350
Jacobi Capital Management
Pennsylvania
$243K +$243K +5,758 New