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Dimensional Core Fixed Income ETF

202 hedge funds and large institutions have $2.19B invested in Dimensional Core Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 128 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
202
Holders Change
+13
Holders Change %
+6.88%
% of All Funds
3.19%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.62%
New
26
Increased
128
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCMI
26
Creative Capital Management Investments
California
$17.4M +$1.19M +28,603 +7%
AC
27
Apella Capital
Connecticut
$16.1M +$16.1M +385,429 New
RFP
28
RCS Financial Planning
Maryland
$15.9M +$869K +20,825 +6%
DF
29
DecisionPoint Financial
Arizona
$15.8M +$555K +13,298 +4%
SIG
30
Spinnaker Investment Group
California
$15.8M +$38.9K +931 +0.2%
PFA
31
Pure Financial Advisors
California
$14.8M -$34.7K -832 -0.2%
RK
32
Rather & Kittrell
Tennessee
$14.6M +$1.82M +43,615 +14%
ACP
33
Aveo Capital Partners
Colorado
$14.5M -$1.22M -29,333 -8%
Corient Private Wealth
34
Corient Private Wealth
Florida
$14.1M +$728K +17,434 +5%
B
35
BetterWealth
California
$14M -$58.5K -1,402 -0.4%
RFP
36
Root Financial Partners
California
$13.8M +$3.32M +79,619 +32%
AWM
37
AE Wealth Management
Kansas
$13.7M +$4.8M +115,035 +54%
LPL Financial
38
LPL Financial
California
$13.5M +$3.67M +88,034 +37%
SWA
39
Sax Wealth Advisors
New Jersey
$13.3M +$4.38M +104,994 +49%
RWM
40
Ruedi Wealth Management
Illinois
$13.2M +$1.66M +39,826 +14%
AssetMark Inc
41
AssetMark Inc
California
$13.1M +$13.1M +313,211 New
MWM
42
Mattern Wealth Management
Kansas
$12.7M +$657K +15,736 +5%
THL
43
Tillman Hartley LLC
Colorado
$12.6M +$2.24M +53,652 +22%
TFA
44
Triad Financial Advisors
North Carolina
$12.5M +$752K +18,018 +6%
DP
45
Divergent Planning
Maryland
$12.4M +$1.28M +30,559 +11%
PFM
46
Phillips Financial Management
Indiana
$12.2M +$3.76M +90,215 +44%
Toronto Dominion Bank
47
Toronto Dominion Bank
Ontario, Canada
$11.1M +$11.1M +267,000 New
WP
48
WealthSource Partners
California
$11.1M -$307K -7,357 -3%
PGF
49
Plan Group Financial
Oklahoma
$10.8M +$10.8M +259,958 New
KF
50
Krilogy Financial
Missouri
$10.7M +$991K +23,759 +10%