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Dimensional Core Fixed Income ETF

397 hedge funds and large institutions have $5.93B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 241 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
76
RCS Financial Planning
Maryland
$17.2M
DC
77
Davenport & Co
Virginia
$17M
FPAS
78
Focus Partners Advisor Solutions
Missouri
$16.8M
RA
79
Rational Advisors
New York
$16.6M
CPIG
80
Chicago Partners Investment Group
Illinois
$16.5M
VWWMG
81
Vermillion & White Wealth Management Group
Pennsylvania
$16.3M
BWMG
82
Bannerman Wealth Management Group
Texas
$16.1M
BWA
83
Babb Wealth Advisors
Arizona
$15.5M
LWM
84
Liberty Wealth Management
California
$15.2M
RWM
85
Riverchase Wealth Management
Texas
$15M
C1AG
86
Client 1st Advisory Group
Florida
$14.8M
MSWM
87
Master's Wealth Management
Pennsylvania
$14.8M
DWM
88
Diversify Wealth Management
Utah
$14.7M
NA
89
Note Advisors
New York
$14.4M
MWM
90
Mattern Wealth Management
Kansas
$13.9M
Mariner
91
Mariner
Kansas
$13.9M
DP
92
Divergent Planning
Maryland
$13.3M
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$13.2M
LFGO
94
Legacy Financial Group (Oklahoma)
Oklahoma
$13.1M
AWM
95
Austin Wealth Management
Texas
$12.8M
Truist Financial
96
Truist Financial
North Carolina
$12.7M
CSB
97
City State Bank
Iowa
$12.6M
MWP
98
Meredith Wealth Planning
Illinois
$12.4M
DB
99
Dravo Bay
Delaware
$12.3M
DWM
100
Daner Wealth Management
Georgia
$12.2M