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Dimensional Core Fixed Income ETF

265 hedge funds and large institutions have $3.01B invested in Dimensional Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 123 increasing their positions, 52 reducing their positions, and 16 closing their positions.

Holders
265
Holders Change
+57
Holders Change %
+27.4%
% of All Funds
3.89%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
0.88%
New
76
Increased
123
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$16M +$2.1M +49,612 +15%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$15.2M +$7M +165,027 +86%
B
53
BetterWealth
California
$14.9M +$294K +6,923 +2%
THL
54
Tillman Hartley LLC
Colorado
$13.7M +$810K +19,093 +6%
AssetMark Inc
55
AssetMark Inc
California
$13.3M -$167K -3,938 -1%
DP
56
Divergent Planning
Maryland
$13.2M +$322K +7,593 +2%
GLLW
57
Graves Light Lenhart Wealth
Virginia
$13.2M +$8.54M +201,402 +183%
LWM
58
Liberty Wealth Management
California
$12.4M +$12.4M +292,006 New
KF
59
Krilogy Financial
Missouri
$12.3M +$1.23M +29,121 +11%
C1AG
60
Client 1st Advisory Group
Florida
$12M +$4.15M +97,905 +53%
Toronto Dominion Bank
61
Toronto Dominion Bank
Ontario, Canada
$11.9M +$4.45M +105,000 +60%
Betterment LLC
62
Betterment LLC
New York
$11.2M +$2.11M +49,730 +23%
BSW
63
Buckingham Strategic Wealth
Missouri
$10.4M +$4.65M +109,610 +80%
FW
64
FirstPurpose Wealth
Utah
$10.1M +$2.27M +53,492 +29%
NCM
65
New Capital Management
Texas
$9.82M +$9.82M +231,572 New
WP
66
WMS Partners
Maryland
$9.68M +$9.68M +228,229 New
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$8.94M -$19.1K -451 -0.2%
VAS
68
Vestmark Advisory Solutions
Massachusetts
$8.59M -$42.2M -996,379 -83%
AWM
69
Austin Wealth Management
Texas
$8.21M -$568K -13,589 -6%
SFS
70
Sowell Financial Services
Arkansas
$8.01M +$547K +12,903 +7%
APC
71
Asset Planning Corporation
Tennessee
$7.95M +$1.49M +35,045 +23%
HWMT
72
Heritage Wealth Management (Texas)
Texas
$7.81M +$7.81M +184,188 New
EP
73
Essential Planning
New Hampshire
$7.7M +$1.48M +35,057 +24%
PWM
74
PBMares Wealth Management
Virginia
$7.27M +$1.81M +42,799 +33%
WP
75
WealthSource Partners
California
$7.19M -$1.03M -24,357 -13%