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Dimensional Core Fixed Income ETF

397 hedge funds and large institutions have $5.93B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 241 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
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
Betterment LLC
26
Betterment LLC
New York
$48.8M
PWM
27
PBMares Wealth Management
Virginia
$48.2M
CCMI
28
Creative Capital Management Investments
California
$47.9M
LPL Financial
29
LPL Financial
California
$46.8M
HSA
30
HBK Sorce Advisory
Pennsylvania
$44.9M
PFA
31
Pure Financial Advisors
California
$41.8M
GLLW
32
Graves Light Lenhart Wealth
Virginia
$40.3M
UWPG
33
Ullmann Wealth Partners Group
Florida
$37.3M
GFA
34
Grunden Financial Advisory
Texas
$34.9M
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$33.3M
HIA
36
HFM Investment Advisors
New Jersey
$30.4M
OCG
37
Opus Capital Group
Ohio
$29.8M
GOCP
38
Great Oak Capital Partners
Massachusetts
$29.6M
ACM
39
Aspen Capital Management
Idaho
$29.5M
BPA
40
Beacon Pointe Advisors
California
$29.3M
APC
41
Asset Planning Corporation
Tennessee
$28.9M
SCA
42
Strathmore Capital Advisors
North Carolina
$28.5M
BWS
43
BCR Wealth Strategies
Alabama
$28.1M
VT
44
Vise Technologies
New York
$28M
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$26.9M
TCM
46
Tassel Capital Management
North Carolina
$26.8M
THL
47
Tillman Hartley LLC
Colorado
$26.8M
HHWM
48
Hiley Hunt Wealth Management
Nebraska
$26.4M
DF
49
DecisionPoint Financial
Arizona
$25.8M
AssetMark Inc
50
AssetMark Inc
California
$24.9M