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Dimensional Core Fixed Income ETF

474 hedge funds and large institutions have $7.52B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 295 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
121
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
426
TCFG Wealth Management
California
$220K
TIA
427
TCFG Investment Advisors
California
$220K
CIA
428
Compass Ion Advisors
Pennsylvania
$220K
SFS
429
Security Financial Services
Indiana
$214K
MEG
430
Millstone Evans Group
Colorado
$211K
AQR Capital Management
431
AQR Capital Management
Connecticut
$206K
RF
432
Rossby Financial
Florida
$185K
SL
433
Salomon & Ludwin
Virginia
$171K
CF
434
Centaurus Financial
California
$133K
Fifth Third Bancorp
435
Fifth Third Bancorp
Ohio
$116K
NRG
436
Nemes Rush Group
Michigan
$112K
BTI
437
Blue Trust Inc
Georgia
$109K
Qube Research & Technologies (QRT)
438
Qube Research & Technologies (QRT)
United Kingdom
$108K
CFG
439
Clayton Financial Group
Missouri
$104K
FVIM
440
Fort Vancouver Investment Management
Washington
$104K
WWM
441
Western Wealth Management
Colorado
$97.8K
1IA
442
1620 Investment Advisors
Massachusetts
$85.5K
TWM
443
Topsail Wealth Management
North Carolina
$81.4K
WP
444
WealthShield Partners
North Carolina
$75.5K
UBS Group
445
UBS Group
Switzerland
$72.7K
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.7K
SIM
447
Synergy Investment Management
Florida
$70.7K
SGFG
448
Silver Grove Financial Group
New York
$67K
PTC
449
Private Trust Company
Ohio
$65.4K
MWA
450
Medallion Wealth Advisors
Connecticut
$60.4K