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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 %
SIC
76
SJS Investment Consulting
Ohio
$7.1M +$7.1M +167,456 New
CPIG
77
Chicago Partners Investment Group
Illinois
$7.09M -$107K -2,557 -1%
CWP
78
Concord Wealth Partners
Virginia
$7M +$7M +165,107 +16,510,700%
FWS
79
FinDec Wealth Services
California
$6.95M -$19.8K -466 -0.3%
SAG
80
SageView Advisory Group
California
$6.87M -$6.52M -161,393 Closed
AA
81
Ancora Advisors
Ohio
$6.79M -$196K -4,630 -3%
LWA
82
Ledgewood Wealth Advisors
New Hampshire
$6.75M +$6.75M +159,300 New
LFGO
83
Legacy Financial Group (Oklahoma)
Oklahoma
$6.51M +$259K +6,106 +4%
MWP
84
Meredith Wealth Planning
Illinois
$6.4M +$1.24M +29,342 +24%
AFS
85
Annapolis Financial Services
Maryland
$6.26M +$5.35M +126,092 +585%
HKIMG
86
Hutchens & Kramer Investment Management Group
Indiana
$5.77M -$455K -10,720 -7%
ACP
87
Aveo Capital Partners
Colorado
$5.45M -$192K -4,534 -3%
CFO
88
Collective Family Office
Pennsylvania
$5.4M +$2.51M +59,242 +87%
NA
89
NewEdge Advisors
Louisiana
$5.39M -$1.33M -31,756 -20%
BCM
90
Blume Capital Management
California
$5.27M +$1.66M +39,150 +46%
CA
91
CGN Advisors
Kansas
$5.25M +$382K +9,015 +8%
Stifel Financial
92
Stifel Financial
Missouri
$5.19M +$187K +4,400 +4%
WP
93
Wealthspan Partners
Iowa
$4.94M +$333K +7,863 +7%
HIGP
94
Hill Investment Group Partners
Missouri
$4.87M -$549K -12,937 -10%
PAG
95
Private Advisor Group
New Jersey
$4.79M +$1.95M +45,988 +69%
BWA
96
BCU Wealth Advisors
Illinois
$4.52M +$4.52M +106,665 New
AFA
97
Alpha Financial Advisors
North Carolina
$4.5M +$568K +13,386 +14%
FAAM
98
First Ascent Asset Management
Colorado
$4.39M -$30.8K -726 -0.7%
PIA
99
Pinion Investment Advisors
Kansas
$4.05M -$119K -2,815 -3%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$4.01M +$1.75M +41,301 +78%