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Dimensional Core Fixed Income ETF

394 hedge funds and large institutions have $4.85B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 217 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
5.28%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
29
Increased
217
Reduced
119
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAS
376
MPWM Advisory Solutions
Georgia
$45.2K +$16.9K +400 +60%
RF
377
Rossby Financial
Florida
$44.2K
GSWM
378
Golden State Wealth Management
California
$33.2K -$5.07K -120 -13%
GTAM
379
Global Trust Asset Management
Florida
$28.4K -$2.11K -50 -7%
MFT
380
Moisand Fitzgerald Tamayo
Florida
$27.2K +$338 +8 +1%
CT
381
Colonial Trust
South Carolina
$20K -$4.27K -101 -18%
PNC Financial Services Group
382
PNC Financial Services Group
Pennsylvania
$18.3K +$18.3K +434 New
TIM
383
Tortoise Investment Management
New York
$17.5K -$41.8K -990 -70%
T
384
Transce3nd
Texas
$13.3K -$5.62K -133 -30%
OCM
385
Orion Capital Management
California
$10.7K -$3.47K -82 -24%
HI
386
Harbour Investments
Wisconsin
$9.26K
CFD
387
Creative Financial Designs
Indiana
$6.34K
CA
388
CoreCap Advisors
Michigan
$4.65K +$4.65K +110 New
CIA
389
Cape Investment Advisory
Georgia
$4.23K
KG
390
Kilter Group
New York
$3.72K +$3.72K +88 New
SIC
391
Salem Investment Counselors
North Carolina
$3.04K +$3.04K +72 New
FPB
392
First PREMIER Bank
South Dakota
$2K +$2K +56 New
NWM
393
Nova Wealth Management
Florida
$1.18K
BGWM
394
Bridge Generations Wealth Management
Florida
$465
VWA
395
Valued Wealth Advisors
Utah
$6 -$5
PCA
396
Prosperity Capital Advisors
Ohio
-$8.52M -202,118 Closed
FCG
397
Financial Connections Group
California
-$6.44M -129,774 Closed
FWM
398
Forza Wealth Management
Florida
-$1.91M -45,450 Closed
CP
399
Capital Planning
Washington
-$1.72M -40,917 Closed
FTUS
400
Flow Traders U.S.
New York
-$1.32M -31,351 Closed