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Dimensional Core Fixed Income ETF

301 hedge funds and large institutions have $3.54B invested in Dimensional Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+19
Holders Change %
+6.74%
% of All Funds
4.38%
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
39
Increased
171
Reduced
73
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
AE Wealth Management
Kansas
$16.7M +$144K +3,466 +0.9%
IWC
52
Integrated Wealth Concepts
Massachusetts
$16.3M -$12.1M -292,200 -43%
PWM
53
PBMares Wealth Management
Virginia
$16M +$5.46M +131,420 +52%
THL
54
Tillman Hartley LLC
Colorado
$15.8M +$2.37M +57,000 +18%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$15.7M -$3.35M -80,679 -18%
KF
56
Krilogy Financial
Missouri
$15.6M +$2.69M +64,730 +21%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$14.3M -$1.52M -36,497 -10%
C1AG
58
Client 1st Advisory Group
Florida
$14.2M +$1.45M +35,003 +11%
MWP
59
Moller Wealth Partners
$13.6M +$401K +9,646 +3%
DC
60
Davenport & Co
Virginia
$13.3M +$13.3M +319,453 New
CPIG
61
Chicago Partners Investment Group
Illinois
$12.8M +$5.02M +119,346 +65%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$12.7M +$1.41M +33,875 +12%
DWM
63
Diversify Wealth Management
Utah
$12.4M +$12.4M +289,281 New
LWM
64
Liberty Wealth Management
California
$12.4M +$8.31M +600,651 +205%
RWM
65
Ruedi Wealth Management
Illinois
$12M -$3.21M -77,203 -21%
DP
66
Divergent Planning
Maryland
$11.6M +$1.82M +43,522 +19%
APC
67
Asset Planning Corporation
Tennessee
$11.4M +$705K +16,980 +7%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$10.7M +$2.58M +62,198 +32%
NCM
69
New Capital Management
Texas
$10M -$190K -4,585 -2%
PWMG
70
Pioneer Wealth Management Group
Texas
$9.2M +$229K +5,520 +3%
HWMT
71
Heritage Wealth Management (Texas)
Texas
$9.12M +$879K +21,155 +11%
WP
72
WMS Partners
Maryland
$8.8M -$778K -18,736 -8%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$8.79M +$90.9K +2,188 +1%
FWS
74
FinDec Wealth Services
California
$8.68M +$2.05M +49,366 +31%
AWM
75
Austin Wealth Management
Texas
$8.67M +$294K +6,989 +4%