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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
GCM
351
Gunpowder Capital Management
Maryland
$616K -$22.4K -526 -3%
EWA
352
Elevate Wealth Advisory
Georgia
$613K -$13.7K -320 -2%
SEI Investments
353
SEI Investments
Pennsylvania
$608K +$220K +5,160 +56%
LCWP
354
Legacy Capital Wealth Partners
Arkansas
$603K +$286K +6,698 +88%
GWL
355
Generations Wealth LLC
Ohio
$598K -$12.9K -302 -2%
PFGIA
356
Patriot Financial Group Insurance Agency
Massachusetts
$571K +$289K +6,762 +100%
IA
357
IFG Advisory
Georgia
$529K -$5.71M -133,892 -91%
MML Investors Services
358
MML Investors Services
Massachusetts
$525K +$158K +3,704 +42%
PL
359
Plancorp LLC
Missouri
$523K +$3.67K +86 +0.7%
MOS
360
MGO One Seven
Ohio
$513K -$2K -47 -0.4%
RWA
361
Redhawk Wealth Advisors
Minnesota
$507K +$513K +12,013 New
GWM
362
Geneos Wealth Management
Colorado
$506K +$60.7K +1,423 +13%
National Bank of Canada
363
National Bank of Canada
Quebec, Canada
$503K +$16.9K +397 +3%
DADC
364
D.A. Davidson & Co
Montana
$503K -$10.9K -255 -2%
VH
365
Visionary Horizons
Tennessee
$502K +$507K +11,892 New
FFWA
366
Forthright Family Wealth Advisory
Texas
$488K +$112K +2,615 +29%
LFS
367
Lutz Financial Services
Nebraska
$471K -$469 -11 -0.1%
AIC
368
Allodium Investment Consultants
Minnesota
$466K +$86.9K +2,036 +23%
APC
369
Aspire Private Capital
North Carolina
$462K +$40K +938 +9%
SIG
370
Spinnaker Investment Group
California
$461K -$383K -8,982 -45%
MA
371
Mutual Advisors
Nebraska
$457K +$57.2K +1,340 +14%
FSWA
372
Financial Synergies Wealth Advisors
Texas
$452K +$3.16K +74 +0.7%
OPF
373
Old Peak Finance
North Carolina
$423K +$3.46K +81 +0.8%
JCM
374
Jacobi Capital Management
Pennsylvania
$414K +$31.8K +746 +8%
SW
375
StrongBox Wealth
Missouri
$401K -$84.1K -1,970 -17%