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Dimensional Core Fixed Income ETF

474 hedge funds and large institutions have $7.52B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 295 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
121
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
351
SEI Investments
Pennsylvania
$608K
LCWP
352
Legacy Capital Wealth Partners
Arkansas
$603K
GWL
353
Generations Wealth LLC
Ohio
$598K
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$571K
IA
355
IFG Advisory
Georgia
$529K
MML Investors Services
356
MML Investors Services
Massachusetts
$525K
PL
357
Plancorp LLC
Missouri
$523K
MOS
358
MGO One Seven
Ohio
$513K
RWA
359
Redhawk Wealth Advisors
Minnesota
$507K
GWM
360
Geneos Wealth Management
Colorado
$506K
National Bank of Canada
361
National Bank of Canada
Quebec, Canada
$503K
DADC
362
D.A. Davidson & Co
Montana
$503K
VH
363
Visionary Horizons
Tennessee
$502K
FFWA
364
Forthright Family Wealth Advisory
Texas
$488K
LFS
365
Lutz Financial Services
Nebraska
$471K
AIC
366
Allodium Investment Consultants
Minnesota
$466K
APC
367
Aspire Private Capital
North Carolina
$462K
SIG
368
Spinnaker Investment Group
California
$461K
MA
369
Mutual Advisors
Nebraska
$457K
FSWA
370
Financial Synergies Wealth Advisors
Texas
$452K
OPF
371
Old Peak Finance
North Carolina
$423K
JCM
372
Jacobi Capital Management
Pennsylvania
$414K
SW
373
StrongBox Wealth
Missouri
$401K
BFA
374
Beacon Financial Advisory
Ohio
$392K
GAM
375
Gemmer Asset Management
California
$387K