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Dimensional Core Fixed Income ETF

265 hedge funds and large institutions have $3.01B invested in Dimensional Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 123 increasing their positions, 52 reducing their positions, and 16 closing their positions.

Holders
265
Holders Change
+57
Holders Change %
+27.4%
% of All Funds
3.89%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
0.88%
New
76
Increased
123
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$27M -$399K -9,411 -1%
CCMI
27
Creative Capital Management Investments
California
$26.9M +$4.19M +98,806 +18%
MWM
28
Mattern Wealth Management
Kansas
$26.5M +$12.3M +289,375 +86%
AAP
29
Arax Advisory Partners
Colorado
$25.6M +$819K +19,323 +3%
AWM
30
AE Wealth Management
Kansas
$23.9M +$8.21M +195,324 +52%
RFP
31
RCS Financial Planning
Maryland
$23M +$2.92M +68,770 +15%
PFM
32
Phillips Financial Management
Indiana
$22.8M +$6.27M +147,895 +38%
RFP
33
Root Financial Partners
California
$22.6M +$6.03M +142,232 +36%
RK
34
Rather & Kittrell
Tennessee
$22.4M +$3.34M +78,669 +17%
SWA
35
Sax Wealth Advisors
New Jersey
$22M +$5.44M +128,227 +33%
HighTower Advisors
36
HighTower Advisors
Illinois
$21.5M +$21.5M +506,059 New
BWS
37
BCR Wealth Strategies
Alabama
$20.7M +$452K +10,658 +2%
DAS
38
Dynamic Advisor Solutions
Arizona
$20M +$4.25M +101,316 +27%
GOCP
39
Great Oak Capital Partners
Massachusetts
$19.5M +$19.5M +458,753 New
CIAS
40
CFS Investment Advisory Services
New Jersey
$19M -$1.32M -31,218 -7%
DF
41
DecisionPoint Financial
Arizona
$18.3M +$1.56M +36,885 +9%
FFM
42
Forum Financial Management
Illinois
$17.7M -$2.77M -65,335 -14%
RA
43
Rise Advisors
New York
$17.6M -$7.91M -186,621 -31%
HHWM
44
Hiley Hunt Wealth Management
Nebraska
$17.6M +$17.6M +415,629 New
SIG
45
Spinnaker Investment Group
California
$17.5M +$1.42M +33,608 +9%
RWM
46
Ruedi Wealth Management
Illinois
$17.5M +$1.94M +45,668 +12%
BPA
47
Beacon Pointe Advisors
California
$17.1M +$1.97M +46,351 +13%
LPL Financial
48
LPL Financial
California
$16.8M +$2.41M +56,841 +17%
Bank of America
49
Bank of America
North Carolina
$16.8M +$6.68M +157,598 +66%
HWM
50
Hemington Wealth Management
Virginia
$16.7M +$16.7M +394,203 New