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Dimensional Core Fixed Income ETF

391 hedge funds and large institutions have $4.72B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 216 increasing their positions, 119 reducing their positions, and 31 closing their positions.

Holders
391
Holders Change
-9
Holders Change %
-2.25%
% of All Funds
5.25%
Holding in Top 10
99
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.88%
% of All Funds
1.33%
New
28
Increased
216
Reduced
119
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TCM
51
TruNorth Capital Management
Michigan
$21.4M 506,461 +35,218 +7%
LEFP
52
Leading Edge Financial Planning
Tennessee
$21M 498,018 +25,882 +5%
IWC
53
Integrated Wealth Concepts
Massachusetts
$20.7M 490,378 -9,180 -2%
THL
54
Tillman Hartley LLC
Colorado
$20.5M 485,361 -60,798 -11%
VAS
55
Vestmark Advisory Solutions
Massachusetts
$20.2M 477,748 +246,639 +107%
VP
56
Verisail Partners
Georgia
$20.1M 475,528 +3,750 +0.8%
KF
57
Krilogy Financial
Missouri
$19.8M 468,741 +3,588 +0.8%
PWS
58
Physician Wealth Solutions
Nevada
$19.5M 460,494 -19,614 -4%
CIAS
59
CFS Investment Advisory Services
New Jersey
$19.4M 458,811 +8,789 +2%
BWM
60
BCO Wealth Management
New Mexico
$19.3M 455,667 +24,280 +6%
VWM
61
Vermillion Wealth Management
Minnesota
$19.1M 451,495 +18,629 +4%
Mariner
62
Mariner
Kansas
$18.6M 440,157 +88,934 +25%
BCM
63
Blume Capital Management
California
$18.2M 429,738 -3,510 -0.8%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$17.7M 418,364 -16,350 -4%
MWP
65
Moller Wealth Partners
$17.5M 413,606 +37,499 +10%
AFO
66
Aurelius Family Office
New Hampshire
$17.3M 408,746 +9,275 +2%
SFG
67
SNS Financial Group
Minnesota
$17.2M 406,889 +154,743 +61%
RWP
68
Revolve Wealth Partners
New Jersey
$17.2M 406,639 +373,894 +1,142%
BI
69
Binnacle Investments
Iowa
$17.1M 405,103 +19,880 +5%
MWM
70
Momentous Wealth Management
Washington
$16.9M 400,555 +31,282 +8%
RFP
71
RCS Financial Planning
Maryland
$16.9M 399,256 -17,990 -4%
RA
72
Rational Advisors
New York
$16.7M 395,903 -15,151 -4%
AFA
73
Alpha Financial Advisors
North Carolina
$16M 379,727 +45,870 +14%
CPIG
74
Chicago Partners Investment Group
Illinois
$15.8M 377,883 +19,042 +5%
SWA
75
Sax Wealth Advisors
New Jersey
$15.5M 367,532 -327,678 -47%