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Dimensional Core Fixed Income ETF

208 hedge funds and large institutions have $2.3B invested in Dimensional Core Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 134 increasing their positions, 37 reducing their positions, and 15 closing their positions.

Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
3.32%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.69%
New
24
Increased
134
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$8.65M +$2.51M +62,293 +41%
AWM
52
Austin Wealth Management
Texas
$8.56M +$8.56M +209,940 New
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$8.53M +$8.53M +211,299 New
WP
54
WealthSource Partners
California
$7.83M -$2.94M -72,727 -27%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$7.78M +$7.78M +192,732 New
C1AG
56
Client 1st Advisory Group
Florida
$7.47M +$4.42M +109,565 +145%
FW
57
FirstPurpose Wealth
Utah
$7.41M +$380K +9,422 +5%
Toronto Dominion Bank
58
Toronto Dominion Bank
Ontario, Canada
$7.11M -$3.67M -91,000 -34%
SFS
59
Sowell Financial Services
Arkansas
$7.1M +$1.42M +35,296 +25%
CPIG
60
Chicago Partners Investment Group
Illinois
$6.85M -$1.47M -36,769 -18%
Truist Financial
61
Truist Financial
North Carolina
$6.77M +$952K +23,585 +16%
AA
62
Ancora Advisors
Ohio
$6.65M +$162K +4,020 +2%
FWS
63
FinDec Wealth Services
California
$6.63M +$29.1K +722 +0.4%
SAG
64
SageView Advisory Group
California
$6.52M +$125K +3,104 +2%
NA
65
NewEdge Advisors
Louisiana
$6.46M +$1.19M +29,434 +23%
APC
66
Asset Planning Corporation
Tennessee
$6.16M +$2.03M +50,211 +49%
PGF
67
Plan Group Financial
Oklahoma
$6.06M -$4.44M -109,874 -42%
LFGO
68
Legacy Financial Group (Oklahoma)
Oklahoma
$5.95M +$245K +6,075 +4%
EP
69
Essential Planning
New Hampshire
$5.93M +$367K +9,084 +7%
HKIMG
70
Hutchens & Kramer Investment Management Group
Indiana
$5.89M +$306K +7,636 +5%
BSW
71
Buckingham Strategic Wealth
Missouri
$5.51M -$205K -5,088 -4%
ACP
72
Aveo Capital Partners
Colorado
$5.37M -$8.63M -213,844 -62%
OPS
73
Orion Portfolio Solutions
Nebraska
$5.3M +$1.46M +36,143 +38%
BCI
74
Brinker Capital Investments
Pennsylvania
$5.3M +$1.46M +36,143 +38%
PWM
75
PBMares Wealth Management
Virginia
$5.2M +$1.04M +25,848 +25%