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Dimensional Core Fixed Income ETF

397 hedge funds and large institutions have $5.93B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 241 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KF
51
Krilogy Financial
Missouri
$23.9M
IA
52
Integrity Alliance
Iowa
$23.8M
SFA
53
Sequoia Financial Advisors
Ohio
$23.4M
TCM
54
TruNorth Capital Management
Michigan
$23.3M
LEFP
55
Leading Edge Financial Planning
Tennessee
$23.3M
AWM
56
AE Wealth Management
Kansas
$22.5M
SFG
57
SNS Financial Group
Minnesota
$22.5M
CWA
58
Continuum Wealth Advisors
New York
$21M
VWM
59
Vermillion Wealth Management
Minnesota
$20.7M
VP
60
Verisail Partners
Georgia
$20.7M
PWS
61
Physician Wealth Solutions
Nevada
$20.2M
CIAS
62
CFS Investment Advisory Services
New Jersey
$20M
BWM
63
BCO Wealth Management
New Mexico
$20M
PWM
64
Parkshore Wealth Management
California
$19.9M
JP Morgan Chase
65
JP Morgan Chase
New York
$19.2M
Raymond James Financial
66
Raymond James Financial
Florida
$19.1M
BCM
67
Blume Capital Management
California
$19M
SWM
68
Sterling Wealth Management
Illinois
$19M
MWP
69
Moller Wealth Partners
$18.7M
BI
70
Binnacle Investments
Iowa
$18.6M
AFO
71
Aurelius Family Office
New Hampshire
$18.5M
AFA
72
Alpha Financial Advisors
North Carolina
$18.2M
Osaic Holdings
73
Osaic Holdings
Arizona
$17.8M
RWP
74
Revolve Wealth Partners
New Jersey
$17.6M
MWM
75
Momentous Wealth Management
Washington
$17.2M