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Dimensional Core Fixed Income ETF

397 hedge funds and large institutions have $4.87B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 219 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
100
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
SWA
76
Sax Wealth Advisors
New Jersey
$15.5M
PWM
77
Parkshore Wealth Management
California
$15.4M
Osaic Holdings
78
Osaic Holdings
Arizona
$15.3M
CWA
79
Continuum Wealth Advisors
New York
$15.2M
VWWMG
80
Vermillion & White Wealth Management Group
Pennsylvania
$15.1M
LWM
81
Liberty Wealth Management
California
$14.9M
BWMG
82
Bannerman Wealth Management Group
Texas
$14.8M
DWM
83
Diversify Wealth Management
Utah
$14.8M
SWM
84
Sterling Wealth Management
Illinois
$14.8M
DC
85
Davenport & Co
Virginia
$14.6M
DP
86
Divergent Planning
Maryland
$14.5M
C1AG
87
Client 1st Advisory Group
Florida
$14.3M
MWM
88
Mattern Wealth Management
Kansas
$14.3M
RWM
89
Riverchase Wealth Management
Texas
$14.1M
BWA
90
Babb Wealth Advisors
Arizona
$13.9M
MSWM
91
Master's Wealth Management
Pennsylvania
$13.8M
LFGO
92
Legacy Financial Group (Oklahoma)
Oklahoma
$12.5M
FPAS
93
Focus Partners Advisor Solutions
Missouri
$12.2M
KPP
94
Kings Path Partners
Texas
$12.1M
Truist Financial
95
Truist Financial
North Carolina
$12.1M
DWM
96
Daner Wealth Management
Georgia
$11.9M
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$11.9M
CSB
98
City State Bank
Iowa
$11.7M
NA
99
Note Advisors
New York
$11.6M
AWM
100
Austin Wealth Management
Texas
$11.5M