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Dimensional Core Fixed Income ETF

400 hedge funds and large institutions have $4.58B invested in Dimensional Core Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.43%
Holding in Top 10
103
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.96%
% of All Funds
1.4%
New
37
Increased
221
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
THL
51
Tillman Hartley LLC
Colorado
$23M +$1.18M +27,998 +5%
AWM
52
AE Wealth Management
Kansas
$21.4M +$1.09M +26,027 +5%
IWC
53
Integrated Wealth Concepts
Massachusetts
$21M +$311K +7,391 +2%
PWS
54
Physician Wealth Solutions
Nevada
$20.2M +$9.21K +219 +0%
LEFP
55
Leading Edge Financial Planning
Tennessee
$19.9M +$902K +21,455 +5%
VP
56
Verisail Partners
Georgia
$19.8M +$597K +14,201 +3%
TCM
57
TruNorth Capital Management
Michigan
$19.8M +$1.44M +34,156 +8%
KF
58
Krilogy Financial
Missouri
$19.6M +$1.21M +28,662 +7%
Corient Private Wealth
59
Corient Private Wealth
Florida
$19.4M +$198K +4,718 +1%
CIAS
60
CFS Investment Advisory Services
New Jersey
$18.9M +$93.9K +2,232 +0.5%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$18.3M +$330K +7,835 +2%
BCM
62
Blume Capital Management
California
$18.2M +$5.42M +128,918 +42%
VWM
63
Vermillion Wealth Management
Minnesota
$18.2M +$117K +2,781 +0.6%
BWM
64
BCO Wealth Management
New Mexico
$18.1M +$1.86M +44,258 +11%
RFP
65
RCS Financial Planning
Maryland
$17.5M +$453K +10,764 +3%
Osaic Holdings
66
Osaic Holdings
Arizona
$17.4M +$11.3M +269,397 +187%
DC
67
Davenport & Co
Virginia
$17.3M +$1.85M +44,075 +12%
RA
68
Rational Advisors
New York
$17.3M -$1.68M -39,970 -9%
BWMG
69
Bannerman Wealth Management Group
Texas
$17.2M +$572K +13,597 +3%
AFO
70
Aurelius Family Office
New Hampshire
$16.8M +$36.1K +858 +0.2%
BI
71
Binnacle Investments
Iowa
$16.2M +$16.2M +385,223 New
MWP
72
Moller Wealth Partners
$15.8M +$1.39M +32,999 +10%
MWM
73
Momentous Wealth Management
Washington
$15.5M +$2.67M +63,515 +21%
CPIG
74
Chicago Partners Investment Group
Illinois
$15M +$1.4M +33,496 +10%
Mariner
75
Mariner
Kansas
$14.8M +$10.1M +239,922 +216%