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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 %
Comerica Bank
351
Comerica Bank
Texas
$165K +$69.5K +1,685 +73%
CPA
352
Cardiff Park Advisors
California
$157K
TIM
353
Tortoise Investment Management
New York
$136K +$5.53K +134 +4%
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$132K +$132K +3,203 New
GWM
355
Grand Wealth Management
Michigan
$130K -$2.11K -51 -2%
CAS
356
Coppell Advisory Solutions
Texas
$124K -$5.58K -135 -4%
Citigroup
357
Citigroup
New York
$120K +$39.3K +953 +49%
Morgan Stanley
358
Morgan Stanley
New York
$117K -$24.8K -601 -18%
TWC
359
TD Waterhouse Canada
Ontario, Canada
$98.6K +$98.6K +2,391 New
OLVIG
360
Oliver Lagore Vanvalin Investment Group
Michigan
$91.8K +$55.4K +1,342 +152%
GRP
361
Global Retirement Partners
California
$91.4K +$5.94K +144 +7%
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$83.7K
LOIP
363
Live Oak Investment Partners
Texas
$79.9K
RWM
364
Rialto Wealth Management
New York
$71.9K +$71.9K +1,743 New
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$71.4K -$216K -5,225 -75%
National Bank of Canada
366
National Bank of Canada
Quebec, Canada
$70.5K +$70.5K +1,709 New
WP
367
WealthShield Partners
North Carolina
$70K -$27.4K -664 -28%
CFO
368
CVA Family Office
Colorado
$66.9K +$66.9K +1,620 New
WSFS
369
Wilmington Savings Fund Society
Delaware
$61.2K
BlackRock
370
BlackRock
New York
$46.9K +$46.9K +1,136 New
CT
371
Colonial Trust
South Carolina
$35.2K -$3.88K -94 -10%
NRG
372
Nemes Rush Group
Michigan
$31K +$31K +752 New
Wells Fargo
373
Wells Fargo
California
$29.6K -$215K -5,217 -88%
MAS
374
MPWM Advisory Solutions
Georgia
$27.7K +$27.7K +670 New
MFT
375
Moisand Fitzgerald Tamayo
Florida
$26K -$3.59K -87 -12%