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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 %
WP
376
WealthShield Partners
North Carolina
$71.9K +$547 +13 +0.8%
FDCDDQ
377
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.5K +$71.5K +1,700 New
CPA
378
Cardiff Park Advisors
California
$67.6K -$92.4K -2,196 -58%
WSFS
379
Wilmington Savings Fund Society
Delaware
$62.4K
TIM
380
Tortoise Investment Management
New York
$59.1K -$79.5K -1,889 -57%
RF
381
Rossby Financial
Florida
$43.8K +$43.8K +1,047 New
GSWM
382
Golden State Wealth Management
California
$38.1K +$38.1K +905 New
GTAM
383
Global Trust Asset Management
Florida
$30.3K -$297K -7,061 -91%
MAS
384
MPWM Advisory Solutions
Georgia
$28.2K
MFT
385
Moisand Fitzgerald Tamayo
Florida
$26.7K +$168 +4 +0.6%
Morgan Stanley
386
Morgan Stanley
New York
$24.6K -$94.3K -2,242 -79%
CT
387
Colonial Trust
South Carolina
$24.2K -$11.7K -278 -33%
1L
388
10Elms LLP
Oklahoma
$18.9K
T
389
Transce3nd
Texas
$18.8K -$883 -21 -4%
VBA
390
von Borstel & Associates
Oregon
$18K +$18K +449 New
OCM
391
Orion Capital Management
California
$14.1K
SN
392
Sittner & Nelson
Oregon
$11.8K +$11.8K +280 New
HI
393
Harbour Investments
Wisconsin
$9.21K
CFD
394
Creative Financial Designs
Indiana
$6.31K
CIA
395
Cape Investment Advisory
Georgia
$4.21K
RPA
396
Redwood Park Advisors
California
$3.58K -$225K -5,339 -98%
NWM
397
Nova Wealth Management
Florida
$1.18K
HWA
398
Heritage Wealth Advisors
Virginia
$1.1K +$1.1K +26 New
BGWM
399
Bridge Generations Wealth Management
Florida
$463
UBS Group
400
UBS Group
Switzerland
$168 -$3.74K -89 -96%