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Dimensional Core Fixed Income ETF

478 hedge funds and large institutions have $7.53B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 297 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 100

135% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $6.6B → $7.53B (+$928M)

11% more funds holding in top 10

Funds holding in top 10: 110122 (+12)

4% more funds holding

Funds holding: 458478 (+20)

3.27% more ownership

Funds ownership: 74.96%78.24% (+3.3%)

Holders
478
Holders Change
+20
Holders Change %
+4.37%
% of All Funds
5.89%
Holding in Top 10
122
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.91%
% of All Funds
1.5%
New
54
Increased
297
Reduced
100
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Parkshore Wealth Management
California
$30.9M +$7.08M +165,978 +29%
HHWM
52
Hiley Hunt Wealth Management
Nebraska
$30.3M +$1.29M +30,219 +4%
FJWM
53
Ferguson Johnson Wealth Management
Maryland
$29.5M +$1.61M +37,730 +6%
LWM
54
Liberty Wealth Management
California
$28.8M +$767K +17,978 +3%
TCM
55
Tassel Capital Management
North Carolina
$28.6M +$807K +18,908 +3%
THL
56
Tillman Hartley LLC
Colorado
$28.4M +$477K +11,174 +2%
RW
57
Regimen Wealth
Georgia
$27.5M +$27.8M +650,484 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$27.4M +$16.8M +393,715 +155%
LEFP
59
Leading Edge Financial Planning
Tennessee
$26.9M +$1.42M +33,336 +6%
TCM
60
TruNorth Capital Management
Michigan
$26.8M +$1.1M +25,852 +4%
PWMG
61
Pioneer Wealth Management Group
Texas
$26.7M +$1.58M +37,000 +6%
DF
62
DecisionPoint Financial
Arizona
$26.7M +$467K +10,956 +2%
SFG
63
SNS Financial Group
Minnesota
$26.7M +$3.13M +73,410 +13%
FFA
64
Farther Finance Advisors
California
$26.6M +$15.3M +359,715 +133%
KF
65
Krilogy Financial
Missouri
$26M +$817K +19,138 +3%
SWM
66
Sterling Wealth Management
Illinois
$25.5M +$2.27M +53,214 +10%
JP Morgan Chase
67
JP Morgan Chase
New York
$23.6M +$2.44M +57,161 +11%
AssetMark Inc
68
AssetMark Inc
California
$23.3M -$724K -16,978 -3%
AFA
69
Alpha Financial Advisors
North Carolina
$23.1M +$2.15M +50,494 +10%
CIAS
70
CFS Investment Advisory Services
New Jersey
$22.6M +$1.13M +26,490 +5%
AWM
71
AE Wealth Management
Kansas
$22.5M +$636K +14,909 +3%
DC
72
Davenport & Co
Virginia
$22.4M +$3.02M +70,810 +15%
VP
73
Verisail Partners
Georgia
$22.2M +$777K +18,214 +4%
PWS
74
Physician Wealth Solutions
Nevada
$22.1M +$482K +11,292 +2%
BWM
75
BCO Wealth Management
New Mexico
$21.8M +$579K +13,571 +3%