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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
CFG
326
CSP Financial Group
Arizona
$938K +$948K +22,221 New
RWM
327
Riverbend Wealth Management
South Carolina
$937K +$59.4K +1,392 +7%
OA
328
Oceanside Advisors
South Carolina
$914K +$13.4K +315 +1%
WCM
329
Wealthcare Capital Management
Virginia
$883K +$892K +20,903 New
JWA
330
JFS Wealth Advisors
Pennsylvania
$869K +$555 +13 +0.1%
TWCA
331
Two West Capital Advisors
Kansas
$868K +$146K +3,420 +20%
PRS
332
Pinkerton Retirement Specialists
Idaho
$848K
MWA
333
Mills Wealth Advisors
Texas
$837K -$217K -5,080 -20%
AWM
334
Ariadne Wealth Management
California
$824K -$14.2K -332 -2%
HFA
335
Hippocratic Financial Advisors
California
$821K -$204K -4,785 -20%
2L
336
25 LLC
Missouri
$819K -$29.9K -701 -3%
TC
337
TAGStone Capital
North Carolina
$792K -$3.07K -72 -0.4%
ATPW
338
Ashton Thomas Private Wealth
Arizona
$790K +$22.9K +537 +3%
FWP
339
Firethorn Wealth Partners
Georgia
$786K -$43.4K -1,017 -5%
BIG
340
Builder Investment Group
Georgia
$781K -$108K -2,525 -12%
AC
341
AWM Capital
Arizona
$773K -$66.2K -1,552 -8%
FPCG
342
Forum Private Client Group
Indiana
$755K +$158K +3,706 +26%
CSP
343
Cary Street Partners
Virginia
$754K +$203K +4,753 +36%
Jane Street
344
Jane Street
New York
$737K +$745K +17,457 New
EWA
345
Exencial Wealth Advisors
Oklahoma
$734K +$1.83K +43 +0.2%
GWA
346
Geometric Wealth Advisors
District of Columbia
$700K +$22.7K +533 +3%
MCA
347
MSH Capital Advisors
Arizona
$698K -$76.1K -1,783 -10%
FOA
348
Five Oceans Advisors
California
$690K +$17.5K +411 +3%
PFBT
349
Parkside Financial Bank & Trust
Missouri
$682K +$11.5K +270 +2%
SOS
350
Silver Oak Securities
Tennessee
$676K -$8.79K -206 -1%