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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
LF
401
LifeSteps Financial
California
$290K +$293K +6,877 New
WA
402
Waverly Advisors
Alabama
$289K -$87.3K -2,046 -23%
DWM
403
Dopkins Wealth Management
New York
$286K -$981 -23 -0.3%
VFG
404
Victory Financial Group
Texas
$284K +$21.2K +497 +8%
AFC
405
Avise Financial Cooperative
California
$276K +$279K +6,545 New
SI
406
Stirlingshire Investments
New York
$274K +$11.1K +260 +4%
PCM
407
Passive Capital Management
Maryland
$273K +$276K +6,475 New
RA
408
Rise Advisors
New York
$273K +$1.92K +45 +0.7%
CSPIA
409
Cary Street Partners Investment Advisory
Virginia
$270K +$14.6K +342 +6%
XT
410
XTX Topco
Cayman Islands
$262K +$264K +6,198 New
BEW
411
Burton Enright Welch
California
$259K +$262K +6,140 New
CMBA
412
C.M. Bidwell & Associates
Hawaii
$258K +$6.4K +150 +3%
CFO
413
CVA Family Office
Colorado
$255K +$1.32K +31 +0.5%
IAA
414
Independent Advisor Alliance
North Carolina
$253K +$256K +5,994 New
SPIA
415
Steward Partners Investment Advisory
New York
$252K
PCI
416
Planning Center Inc
Illinois
$247K
LBC
417
Lane Brothers & Co
Arizona
$245K
NCM
418
New Capital Management
Texas
$243K
MMA
419
Miracle Mile Advisors
California
$239K -$221K -5,170 -48%
PFA
420
Plotkin Financial Advisors
Maryland
$236K +$238K +5,579 New
AFA
421
Amicus Financial Advisors
Texas
$234K -$22.1K -517 -9%
KFSC
422
Keystone Financial Services (Colorado)
Colorado
$226K +$2.86K +67 +1%
BCA
423
Bay Capital Advisors
Virginia
$225K -$57.9K -1,358 -20%
Jones Financial Companies
424
Jones Financial Companies
Missouri
$225K +$128K +2,993 +126%
IFG
425
Independent Financial Group
California
$224K +$4.44K +104 +2%