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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 %
PCI
351
Planning Center Inc
Illinois
$246K -$1.35K -32 -0.5%
CFO
352
CVA Family Office
Colorado
$246K +$178K +4,228 +261%
XT
353
XTX Topco
Cayman Islands
$244K +$244K +5,813 New
FWM
354
FMB Wealth Management
California
$236K
ATPW
355
Ashton Thomas Private Wealth
Arizona
$229K +$229K +5,433 New
PFS
356
Prospera Financial Services
Texas
$223K +$223K +5,310 New
CWM
357
Congress Wealth Management
Massachusetts
$220K +$11.6K +276 +6%
MML Investors Services
358
MML Investors Services
Massachusetts
$214K +$214K +5,076 New
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$213K -$87.7K -2,081 -29%
GAM
360
Gemmer Asset Management
California
$209K -$2.52K -60 -1%
AWS
361
Atria Wealth Solutions
New York
$208K -$5.22K -124 -2%
MFG
362
Merit Financial Group
Georgia
$207K +$207K +4,926 New
WG
363
Wealth Group
North Carolina
$200K +$200K +4,756 New
Qube Research & Technologies (QRT)
364
Qube Research & Technologies (QRT)
United Kingdom
$187K +$114K +2,714 +157%
Comerica Bank
365
Comerica Bank
Texas
$168K
PWA
366
Physician Wealth Advisors
Utah
$152K -$63.6K -1,512 -30%
EWA
367
EP Wealth Advisors
California
$151K +$151K +3,596 New
GWM
368
Grand Wealth Management
Michigan
$132K
US Bancorp
369
US Bancorp
Minnesota
$122K -$137K -3,267 -53%
OSAM
370
O'Shaughnessy Asset Management
Connecticut
$102K +$102K +2,420 New
Wells Fargo
371
Wells Fargo
California
$102K +$71.4K +1,698 +236%
Fifth Third Bancorp
372
Fifth Third Bancorp
Ohio
$85.3K
National Bank of Canada
373
National Bank of Canada
Quebec, Canada
$78.4K +$7.06K +169 +10%
RWM
374
Rialto Wealth Management
New York
$74.3K +$967 +23 +1%
NRG
375
Nemes Rush Group
Michigan
$74.1K +$42.4K +1,009 +134%