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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
SIM
451
Synergy Investment Management
Florida
$70.7K +$71.5K +1,675 New
SGFG
452
Silver Grove Financial Group
New York
$67K +$3.37K +79 +5%
PTC
453
Private Trust Company
Ohio
$65.4K
MWA
454
Medallion Wealth Advisors
Connecticut
$60.4K +$427 +10 +0.7%
TCM
455
Tradewinds Capital Management
Washington
$57K +$427 +10 +0.7%
GWM
456
Grand Wealth Management
Michigan
$52.7K -$427 -10 -0.8%
Morgan Stanley
457
Morgan Stanley
New York
$49K -$40.4K -946 -45%
KCM
458
KM Capital Management
Texas
$46K +$46.4K +1,088 New
MAS
459
MPWM Advisory Solutions
Georgia
$45.2K
RWM
460
Rialto Wealth Management
New York
$41K
MFT
461
Moisand Fitzgerald Tamayo
Florida
$35.8K +$256 +6 +0.7%
AT
462
Arlington Trust
Alabama
$33.6K +$33.9K +795 New
GSWM
463
Golden State Wealth Management
California
$33.1K
KG
464
Kilter Group
New York
$25.2K
VAI
465
Vanguard Advisers Inc
Pennsylvania
$18.4K +$18.6K +435 New
CT
466
Colonial Trust
South Carolina
$17.1K -$981 -23 -5%
OA
467
Operose Advisors
Wisconsin
$16K +$16.2K +379 New
OCM
468
Orion Capital Management
California
$10.7K
PNC Financial Services Group
469
PNC Financial Services Group
Pennsylvania
$7.05K +$7.13K +167 New
CFD
470
Creative Financial Designs
Indiana
$6.33K
Wells Fargo
471
Wells Fargo
California
$4.18K -$575K -13,468 -99%
Bank of Montreal
472
Bank of Montreal
Ontario, Canada
$3.71K
CPA
473
Cardiff Park Advisors
California
$3.29K
AUB
474
Atlantic Union Bankshares
Virginia
$2.03K +$2.05K +48 New
Q1WB
475
Quest 10 Wealth Builders
Virginia
$1.6K +$1.62K +38 New