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Dimensional Core Fixed Income ETF

208 hedge funds and large institutions have $2.3B invested in Dimensional Core Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 134 increasing their positions, 37 reducing their positions, and 15 closing their positions.

Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
3.32%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.69%
New
24
Increased
134
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFM
26
Forum Financial Management
Illinois
$19.5M -$788K -19,520 -4%
CIAS
27
CFS Investment Advisory Services
New Jersey
$19.3M -$513K -12,711 -3%
BWS
28
BCR Wealth Strategies
Alabama
$19.3M +$510K +12,636 +3%
RFP
29
RCS Financial Planning
Maryland
$19.1M +$3.73M +92,447 +24%
Jane Street
30
Jane Street
New York
$18.2M -$14.5M -359,976 -44%
RK
31
Rather & Kittrell
Tennessee
$18.2M +$4.01M +99,226 +28%
PFA
32
Pure Financial Advisors
California
$16.5M +$2.15M +53,198 +15%
DF
33
DecisionPoint Financial
Arizona
$15.9M +$645K +15,976 +4%
SWA
34
Sax Wealth Advisors
New Jersey
$15.8M +$2.94M +72,805 +23%
RFP
35
Root Financial Partners
California
$15.8M +$2.4M +59,559 +18%
PFM
36
Phillips Financial Management
Indiana
$15.7M +$3.9M +96,595 +33%
SIG
37
Spinnaker Investment Group
California
$15.3M +$43.6K +1,079 +0.3%
DAS
38
Dynamic Advisor Solutions
Arizona
$15.1M +$8.28M +205,178 +121%
AWM
39
AE Wealth Management
Kansas
$15.1M +$1.84M +45,603 +14%
RWM
40
Ruedi Wealth Management
Illinois
$14.8M +$1.97M +48,715 +15%
BPA
41
Beacon Pointe Advisors
California
$14.5M +$6.13M +151,941 +74%
B
42
BetterWealth
California
$13.9M +$378K +9,369 +3%
LPL Financial
43
LPL Financial
California
$13.7M +$654K +16,200 +5%
MWM
44
Mattern Wealth Management
Kansas
$13.6M +$1.31M +32,431 +11%
Corient Private Wealth
45
Corient Private Wealth
Florida
$13.3M -$344K -8,509 -3%
AssetMark Inc
46
AssetMark Inc
California
$12.8M +$138K +3,415 +1%
DP
47
Divergent Planning
Maryland
$12.3M +$320K +7,929 +3%
THL
48
Tillman Hartley LLC
Colorado
$12.3M +$108K +2,678 +0.9%
KF
49
Krilogy Financial
Missouri
$10.5M +$144K +3,567 +1%
Bank of America
50
Bank of America
North Carolina
$9.62M +$4.28M +106,118 +80%