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Dimensional Core Fixed Income ETF

282 hedge funds and large institutions have $3.19B invested in Dimensional Core Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 165 increasing their positions, 66 reducing their positions, and 12 closing their positions.

Holders
282
Holders Change
+17
Holders Change %
+6.42%
% of All Funds
4.09%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
0.9%
New
36
Increased
165
Reduced
66
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
76
Austin Wealth Management
Texas
$8.25M +$116K +2,795 +1%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$8.24M +$4.27M +101,731 +108%
LFGO
78
Legacy Financial Group (Oklahoma)
Oklahoma
$7.89M +$1.45M +34,548 +23%
SPI
79
Sutton Place Investors
New York
$7.84M +$4.88M +116,260 +165%
EP
80
Essential Planning
New Hampshire
$7.78M +$65.4K +1,542 +0.8%
CPIG
81
Chicago Partners Investment Group
Illinois
$7.56M +$612K +14,918 +9%
SIC
82
SJS Investment Consulting
Ohio
$7.53M +$508K +12,117 +7%
MWP
83
Meredith Wealth Planning
Illinois
$7.35M +$1.02M +24,277 +16%
LWA
84
Ledgewood Wealth Advisors
New Hampshire
$7.07M +$386K +9,206 +6%
CWP
85
Concord Wealth Partners
Virginia
$7.04M +$114K +2,729 +2%
GM
86
GeoWealth Management
Illinois
$7.04M +$7.04M +167,700 New
SAG
87
SageView Advisory Group
California
$6.94M +$6.94M +165,399 New
BSW
88
Buckingham Strategic Wealth
Missouri
$6.93M -$3.4M -80,955 -33%
CFO
89
Collective Family Office
Pennsylvania
$6.87M +$1.53M +36,420 +29%
FWS
90
FinDec Wealth Services
California
$6.7M -$174K -4,152 -3%
Toronto Dominion Bank
91
Toronto Dominion Bank
Ontario, Canada
$6.29M -$5.5M -131,000 -47%
HKIMG
92
Hutchens & Kramer Investment Management Group
Indiana
$6.15M +$475K +11,383 +8%
AA
93
Ancora Advisors
Ohio
$5.93M -$794K -18,929 -12%
PWS
94
Physician Wealth Solutions
Nevada
$5.76M +$2M +47,741 +53%
BWA
95
BCU Wealth Advisors
Illinois
$5.5M +$1.02M +24,404 +23%
WP
96
Wealthspan Partners
Iowa
$5.44M +$548K +13,072 +11%
CA
97
CGN Advisors
Kansas
$5.35M +$150K +3,572 +3%
BCM
98
Blume Capital Management
California
$5.28M +$74.3K +1,770 +1%
AWA
99
Acorn Wealth Advisors
Michigan
$5.17M +$1.48M +35,268 +40%
Stifel Financial
100
Stifel Financial
Missouri
$5.13M