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Dimensional Core Fixed Income ETF

394 hedge funds and large institutions have $4.85B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 217 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
5.28%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
29
Increased
217
Reduced
119
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
26
HBK Sorce Advisory
Pennsylvania
$45.2M -$1.63M -38,660 -3%
GM
27
GeoWealth Management
Illinois
$45M -$6.36M -150,429 -12%
Betterment LLC
28
Betterment LLC
New York
$43.6M +$4.77M +112,781 +12%
CCMI
29
Creative Capital Management Investments
California
$42.6M +$1.2M +28,488 +3%
PFA
30
Pure Financial Advisors
California
$38.7M +$146K +3,464 +0.4%
PWM
31
PBMares Wealth Management
Virginia
$38.6M +$1.87M +44,299 +5%
UWPG
32
Ullmann Wealth Partners Group
Florida
$36.2M -$1.3M -30,662 -3%
GFA
33
Grunden Financial Advisory
Texas
$33.2M +$230K +5,431 +0.7%
AC
34
Annandale Capital
Texas
$33.2M -$1.34M -31,755 -4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$30.9M +$423K +10,018 +1%
ACM
36
Aspen Capital Management
Idaho
$28.9M +$2.76M +65,322 +11%
GLLW
37
Graves Light Lenhart Wealth
Virginia
$28.8M +$1.3M +30,715 +5%
OCG
38
Opus Capital Group
Ohio
$28.7M -$216K -5,102 -0.7%
GOCP
39
Great Oak Capital Partners
Massachusetts
$28.2M +$2.22M +52,795 +9%
APC
40
Asset Planning Corporation
Tennessee
$27.3M +$3.54M +83,866 +15%
RA
41
Rise Advisors
New York
$27.1M +$888K +21,022 +3%
SCA
42
Strathmore Capital Advisors
North Carolina
$26.9M +$26.9M +638,947 New
AWM
43
AE Wealth Management
Kansas
$26.2M +$4.78M +113,022 +22%
HIA
44
HFM Investment Advisors
New Jersey
$26.2M -$3.39M -80,169 -11%
IA
45
Integrity Alliance
Iowa
$26M -$2.09M -49,513 -7%
BPA
46
Beacon Pointe Advisors
California
$25.8M +$34.9K +825 +0.1%
BWS
47
BCR Wealth Strategies
Alabama
$25.7M +$1.31M +31,112 +5%
AssetMark Inc
48
AssetMark Inc
California
$25M -$2.08M -49,333 -8%
DF
49
DecisionPoint Financial
Arizona
$24.9M +$310K +7,340 +1%
HHWM
50
Hiley Hunt Wealth Management
Nebraska
$24.4M +$169K +4,026 +0.7%