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Dimensional Core Fixed Income ETF

478 hedge funds and large institutions have $7.53B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 297 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 100

135% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $6.6B → $7.53B (+$928M)

11% more funds holding in top 10

Funds holding in top 10: 110122 (+12)

4% more funds holding

Funds holding: 458478 (+20)

3.27% more ownership

Funds ownership: 74.96%78.24% (+3.3%)

Holders
478
Holders Change
+20
Holders Change %
+4.37%
% of All Funds
5.89%
Holding in Top 10
122
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.91%
% of All Funds
1.5%
New
54
Increased
297
Reduced
100
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
476
Global Trust Asset Management
Florida
$1.31K -$5.12K -120 -79%
BNA
477
BankChampaign National Association
Illinois
$844 -$41.8K -980 -98%
OSAM
478
O'Shaughnessy Asset Management
Connecticut
$42 -$87.8K -2,058 -100%
VWA
479
Valued Wealth Advisors
Utah
$6
CWA
480
Continuum Wealth Advisors
New York
-$22.4M -526,635 Closed
TL
481
Tradewinds LLC
North Carolina
-$9.21M -216,388 Closed
Thrivent Financial for Lutherans
482
Thrivent Financial for Lutherans
Minnesota
-$6.66M -156,356 Closed
DAS
483
Diversify Advisory Services
Utah
-$3.01M -70,641 Closed
BW
484
Balance Wealth
Ohio
-$2.5M -58,851 Closed
OMC
485
Old Mission Capital
Illinois
-$1.88M -44,185 Closed
JWCA
486
J.W. Cole Advisors
Florida
-$1.59M -39,838 Closed
Goldman Sachs
487
Goldman Sachs
New York
-$1.57M -36,798 Closed
SP
488
Sherman Porfolios
Idaho
-$848K -19,924 Closed
SPC
489
Sigma Planning Corp
Michigan
-$518K -12,180 Closed
FA
490
FSA Advisors
Michigan
-$21.5K -12,137 Closed
MHB
491
Midwest Heritage Bank
Iowa
-$468K -10,989 Closed
SC
492
Sepio Capital
Utah
-$325K -7,647 Closed
TSS
493
Two Sigma Securities
New York
-$297K -6,989 Closed
Financial Engines Advisors
494
Financial Engines Advisors
California
-$268K -6,307 Closed
LFA
495
Legacy Financial Advisors
Kentucky
-$209K -4,905 Closed
MPW
496
MASECO Private Wealth
-$110K -2,575 Closed
HWA
497
HHM Wealth Advisors
Tennessee
-$15.3K -359 Closed
HBW
498
Hazlett, Burt & Watson
West Virginia
-$10K -238 Closed
WW
499
Winnow Wealth
Texas
-$4.47K -104 Closed
CIA
500
Cape Investment Advisory
Georgia
-$4.26K -100 Closed