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Dimensional Core Fixed Income ETF

202 hedge funds and large institutions have $2.19B invested in Dimensional Core Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 128 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
202
Holders Change
+13
Holders Change %
+6.88%
% of All Funds
3.19%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.62%
New
26
Increased
128
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
51
Savant Capital
Illinois
$9.54M +$1.59M +38,221 +20%
CPIG
52
Chicago Partners Investment Group
Illinois
$8.62M +$660K +15,960 +8%
BPA
53
Beacon Pointe Advisors
California
$8.6M +$4.11M +98,427 +91%
FW
54
FirstPurpose Wealth
Utah
$7.27M +$2.95M +70,598 +68%
DAS
55
Dynamic Advisor Solutions
Arizona
$7.07M +$1.93M +46,282 +38%
FWS
56
FinDec Wealth Services
California
$6.83M +$622K +14,900 +10%
AA
57
Ancora Advisors
Ohio
$6.71M +$495K +11,869 +8%
SAG
58
SageView Advisory Group
California
$6.61M +$154K +3,684 +2%
Betterment LLC
59
Betterment LLC
New York
$6.34M +$1.65M +39,513 +35%
Truist Financial
60
Truist Financial
North Carolina
$6.01M +$2.14M +51,360 +55%
BSW
61
Buckingham Strategic Wealth
Missouri
$5.91M +$5.91M +141,684 New
LFGO
62
Legacy Financial Group (Oklahoma)
Oklahoma
$5.9M +$338K +8,101 +6%
SFS
63
Sowell Financial Services
Arkansas
$5.87M +$1.02M +24,343 +21%
HKIMG
64
Hutchens & Kramer Investment Management Group
Indiana
$5.81M +$2.27M +54,376 +64%
EP
65
Essential Planning
New Hampshire
$5.76M +$206K +4,927 +4%
API
66
Advisor Partners II
California
$5.64M -$368K -8,828 -6%
Bank of America
67
Bank of America
North Carolina
$5.51M +$3.32M +79,577 +151%
NA
68
NewEdge Advisors
Louisiana
$5.45M +$3.56M +85,218 +188%
Stifel Financial
69
Stifel Financial
Missouri
$4.92M -$1.91M -45,800 -28%
CA
70
CGN Advisors
Kansas
$4.75M +$2.1M +50,208 +79%
MWP
71
Meredith Wealth Planning
Illinois
$4.64M +$783K +18,760 +20%
PWM
72
PBMares Wealth Management
Virginia
$4.29M +$638K +15,279 +17%
APC
73
Asset Planning Corporation
Tennessee
$4.27M +$4.27M +102,310 New
OPS
74
Orion Portfolio Solutions
Nebraska
$3.97M +$1.56M +37,481 +65%
BCI
75
Brinker Capital Investments
Pennsylvania
$3.97M +$1.56M +37,481 +65%