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Dimensional Core Fixed Income ETF

317 hedge funds and large institutions have $3.69B invested in Dimensional Core Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 184 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+16
Holders Change %
+5.32%
% of All Funds
4.59%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1%
New
35
Increased
184
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFGO
76
Legacy Financial Group (Oklahoma)
Oklahoma
$10.4M +$1.66M +39,574 +19%
VAS
77
Vestmark Advisory Solutions
Massachusetts
$9.91M +$772K +17,871 +8%
ODA
78
One Degree Advisors
California
$9.88M +$9.88M +228,395 New
TIAM2
79
Tru Independence Asset Management 2
Oregon
$9.86M +$9.86M +228,409 New
BCM
80
Blume Capital Management
California
$9.66M +$959K +22,195 +11%
YWM
81
Yardley Wealth Management
Pennsylvania
$9.63M +$9.63M +222,913 New
KPP
82
Kings Path Partners
Texas
$9.53M +$1.25M +28,900 +15%
FWS
83
FinDec Wealth Services
California
$9.49M +$458K +10,604 +5%
Truist Financial
84
Truist Financial
North Carolina
$9.43M +$3.57M +82,694 +61%
EFL
85
ERn Financial LLC
Wisconsin
$9.37M +$4.92M +113,944 +111%
CFO
86
Collective Family Office
Pennsylvania
$9.34M +$1.6M +37,137 +21%
AWM
87
Austin Wealth Management
Texas
$9.2M +$321K +7,455 +4%
PWMG
88
Pioneer Wealth Management Group
Texas
$9.2M -$365K -8,445 -4%
MWP
89
Meredith Wealth Planning
Illinois
$9M +$798K +18,466 +10%
WP
90
WMS Partners
Maryland
$8.97M -$186K -4,308 -2%
SIC
91
SJS Investment Consulting
Ohio
$8.93M +$904K +20,935 +11%
PAS
92
Park Avenue Securities
New York
$8.68M -$35.2K -816 -0.4%
EP
93
Essential Planning
New Hampshire
$8.32M -$208K -4,827 -2%
SPI
94
Sutton Place Investors
New York
$8.18M +$56.5K +1,309 +0.7%
AWA
95
Acorn Wealth Advisors
Michigan
$8.16M +$1.44M +33,381 +21%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$7.98M +$2.55M +59,065 +47%
PCA
97
Prosperity Capital Advisors
Ohio
$7.8M +$4.68M +108,281 +150%
CWP
98
Concord Wealth Partners
Virginia
$7.76M +$771K +17,846 +11%
AFS
99
Annapolis Financial Services
Maryland
$7.76M +$972K +22,498 +14%
BWA
100
BCU Wealth Advisors
Illinois
$7.74M +$1.04M +24,056 +15%