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Dimensional Core Fixed Income ETF

394 hedge funds and large institutions have $4.85B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 217 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
5.28%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
29
Increased
217
Reduced
119
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
76
Sax Wealth Advisors
New Jersey
$15.5M -$13.8M -327,678 -47%
PWM
77
Parkshore Wealth Management
California
$15.4M +$2.21M +52,309 +17%
CWA
78
Continuum Wealth Advisors
New York
$15.2M +$641K +15,167 +4%
VWWMG
79
Vermillion & White Wealth Management Group
Pennsylvania
$15.1M +$2.31M +54,727 +18%
LWM
80
Liberty Wealth Management
California
$14.9M +$1.52M +35,948 +11%
BWMG
81
Bannerman Wealth Management Group
Texas
$14.8M -$2.48M -58,710 -14%
DWM
82
Diversify Wealth Management
Utah
$14.8M +$1.51M +35,638 +11%
SWM
83
Sterling Wealth Management
Illinois
$14.8M +$14.8M +349,249 New
DC
84
Davenport & Co
Virginia
$14.6M -$2.8M -66,358 -16%
DP
85
Divergent Planning
Maryland
$14.5M +$971K +22,978 +7%
C1AG
86
Client 1st Advisory Group
Florida
$14.3M -$93.1K -2,204 -0.6%
MWM
87
Mattern Wealth Management
Kansas
$14.3M -$529K -12,524 -4%
RWM
88
Riverchase Wealth Management
Texas
$14.1M +$758K +17,939 +6%
BWA
89
Babb Wealth Advisors
Arizona
$13.9M +$842K +19,914 +6%
MSWM
90
Master's Wealth Management
Pennsylvania
$13.8M +$722K +17,079 +6%
LFGO
91
Legacy Financial Group (Oklahoma)
Oklahoma
$12.5M +$815K +19,290 +7%
FPAS
92
Focus Partners Advisor Solutions
Missouri
$12.2M +$208K +4,929 +2%
KPP
93
Kings Path Partners
Texas
$12.1M +$656K +15,532 +6%
Truist Financial
94
Truist Financial
North Carolina
$12.1M +$600K +14,187 +5%
DWM
95
Daner Wealth Management
Georgia
$11.9M +$11.9M +280,674 New
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$11.9M +$634K +15,043 +6%
CSB
97
City State Bank
Iowa
$11.7M +$340K +8,035 +3%
NA
98
Note Advisors
New York
$11.6M +$3.57M +84,384 +44%
AWM
99
Austin Wealth Management
Texas
$11.5M +$69.3K +1,647 +0.6%
HWMT
100
Heritage Wealth Management (Texas)
Texas
$11.3M -$210K -4,954 -2%