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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: $6.6B → $7.53B (+$928M)

11% more funds holding in top 10

Funds holding in top 10: 110122 (+12)

4% more funds holding

Funds holding: 458478 (+20)

3.27% more ownership

Funds ownership: 74.96%78.24% (+3.3%)

Holders
478
Holders Change
+20
Holders Change %
+4.37%
% of All Funds
5.89%
Holding in Top 10
122
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.91%
% 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
BFA
376
Beacon Financial Advisory
Ohio
$392K -$1.07K -25 -0.3%
GAM
377
Gemmer Asset Management
California
$387K +$110K +2,583 +39%
BIG
378
Brookwood Investment Group
Arizona
$384K +$78.8K +1,847 +25%
FWM
379
Forteris Wealth Management
New York
$384K +$122K +2,860 +46%
FTC
380
Farmers Trust Company
Ohio
$380K
PW
381
Potentia Wealth
California
$374K -$4.1K -96 -1%
DFS
382
Demming Financial Services
Ohio
$359K -$896 -21 -0.2%
KP
383
Keel Point
Alabama
$357K +$26.7K +625 +8%
NWM
384
Navigate Wealth Management
Alabama
$353K +$355K +8,329 New
BFS
385
Beacon Financial Strategies
North Carolina
$351K +$78.3K +1,835 +28%
FFG
386
Fiduciary Financial Group
California
$349K -$18.6K -437 -5%
FWI
387
Facet Wealth Inc
Maryland
$344K +$348K +8,149 New
LG
388
LAM Group
Oregon
$327K -$34.8K -815 -10%
AIM
389
Advyzon Investment Management
Illinois
$326K +$81.2K +1,902 +33%
AIS
390
American Investment Services
Massachusetts
$321K -$720K -16,867 -69%
PWP
391
Parkwoods Wealth Partners
New York
$314K +$62.3K +1,460 +24%
VWM
392
Vigil Wealth Management
Florida
$311K
HSG
393
Helen Stephens Group
Texas
$309K +$35.1K +822 +13%
AWM
394
Apollon Wealth Management
South Carolina
$306K -$341 -8 -0.1%
5NPW
395
55 North Private Wealth
Florida
$305K -$414K -9,695 -57%
MC
396
Matisse Capital
Oregon
$304K
RFA
397
Reyes Financial Architecture
California
$302K +$305K +7,156 New
PWW
398
Pettyjohn Wood & White
Virginia
$300K +$303K +7,108 New
2WWM
399
21 West Wealth Management
California
$294K +$45.8K +1,073 +18%
PWP
400
Ponta Wealth Partners
Florida
$292K -$65.7K -1,539 -18%