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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 %
VWA
401
Valued Wealth Advisors
Utah
$5 -$5
WP
402
WMS Partners
Maryland
-$8.25M -199,812 Closed
Citadel Advisors
403
Citadel Advisors
Florida
-$7.69M -186,241 Closed
WCM
404
Wealthcare Capital Management
Virginia
-$1.91M -46,264 Closed
BWG
405
Beta Wealth Group
California
-$615K -14,904 Closed
JWCA
406
J.W. Cole Advisors
Florida
-$332K -8,048 Closed
FWMP
407
Foundation Wealth Management (Pennsylvania)
Pennsylvania
-$311K -7,532 Closed
KCM
408
KM Capital Management
Texas
-$306K -7,414 Closed
TH
409
Team Hewins
California
-$298K -7,210 Closed
AWM
410
Able Wealth Management
New Jersey
-$284K -6,870 Closed
SCM
411
Saxony Capital Management
Missouri
-$275K -6,665 Closed
KFSC
412
Keystone Financial Services (Colorado)
Colorado
-$244K -5,914 Closed
Thrivent Financial for Lutherans
413
Thrivent Financial for Lutherans
Minnesota
-$229K -5,553 Closed
JSW
414
Journey Strategic Wealth
New Jersey
-$214K -5,190 Closed
CAS
415
Coppell Advisory Solutions
Texas
-$124K -2,993 Closed
TWC
416
TD Waterhouse Canada
Ontario, Canada
-$98.6K -2,391 Closed
BlackRock
417
BlackRock
New York
-$46.9K -1,136 Closed
CA
418
Clearstead Advisors
Ohio
-$23.3K -564 Closed
Jones Financial Companies
419
Jones Financial Companies
Missouri
-$3.8K -92 Closed
MCM
420
MAI Capital Management
Ohio
-$2.45K -59 Closed
Fidelity Investments
421
Fidelity Investments
Massachusetts
-$83 -2 Closed
LOIP
422
Live Oak Investment Partners
Texas
-$79.9K