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Dimensional Core Fixed Income ETF

399 hedge funds and large institutions have $6B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 243 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
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
MWM
76
Momentous Wealth Management
Washington
$17.2M
RFP
77
RCS Financial Planning
Maryland
$17.2M
DC
78
Davenport & Co
Virginia
$17M
FPAS
79
Focus Partners Advisor Solutions
Missouri
$16.8M
RA
80
Rational Advisors
New York
$16.6M
CPIG
81
Chicago Partners Investment Group
Illinois
$16.5M
VWWMG
82
Vermillion & White Wealth Management Group
Pennsylvania
$16.3M
BWMG
83
Bannerman Wealth Management Group
Texas
$16.1M
BWA
84
Babb Wealth Advisors
Arizona
$15.5M
LWM
85
Liberty Wealth Management
California
$15.2M
RWM
86
Riverchase Wealth Management
Texas
$15M
C1AG
87
Client 1st Advisory Group
Florida
$14.8M
MSWM
88
Master's Wealth Management
Pennsylvania
$14.8M
DWM
89
Diversify Wealth Management
Utah
$14.7M
NA
90
Note Advisors
New York
$14.4M
MWM
91
Mattern Wealth Management
Kansas
$13.9M
Mariner
92
Mariner
Kansas
$13.9M
DP
93
Divergent Planning
Maryland
$13.3M
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$13.2M
LFGO
95
Legacy Financial Group (Oklahoma)
Oklahoma
$13.1M
AWM
96
Austin Wealth Management
Texas
$12.8M
Truist Financial
97
Truist Financial
North Carolina
$12.7M
CSB
98
City State Bank
Iowa
$12.6M
MWP
99
Meredith Wealth Planning
Illinois
$12.4M
DB
100
Dravo Bay
Delaware
$12.3M