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Dimensional Core Fixed Income ETF

478 hedge funds and large institutions have $7.53B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 297 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 100

135% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $6.6B → $7.53B (+$928M)

11% more funds holding in top 10

Funds holding in top 10: 110122 (+12)

4% more funds holding

Funds holding: 458478 (+20)

3.27% more ownership

Funds ownership: 74.96%78.24% (+3.3%)

Holders
478
Holders Change
+20
Holders Change %
+4.37%
% of All Funds
5.89%
Holding in Top 10
122
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.91%
% of All Funds
1.5%
New
54
Increased
297
Reduced
100
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPI
76
Financial Plan Inc
Washington
$21.5M +$2.46M +57,595 +13%
DWM
77
Diversify Wealth Management
Utah
$21.4M +$5.02M +117,662 +30%
VWM
78
Vermillion Wealth Management
Minnesota
$20.8M -$1.19M -27,943 -5%
HI
79
Harbour Investments
Wisconsin
$20.5M +$8.88M +208,179 +75%
AFO
80
Aurelius Family Office
New Hampshire
$20.3M +$953K +22,338 +5%
MWP
81
Moller Wealth Partners
$20.2M +$1.88M +44,121 +10%
NA
82
Note Advisors
New York
$20.1M +$1.49M +35,010 +8%
BWA
83
Babb Wealth Advisors
Arizona
$19.5M +$1.33M +31,115 +7%
4WM
84
49 Wealth Management
Texas
$19.4M +$19.6M +459,894 New
BCM
85
Blume Capital Management
California
$19.3M +$1.29M +30,237 +7%
MWM
86
Momentous Wealth Management
Washington
$19.2M +$409K +9,594 +2%
RWP
87
Revolve Wealth Partners
New Jersey
$18.3M +$353K +8,272 +2%
CPIG
88
Chicago Partners Investment Group
Illinois
$18.3M +$863K +20,218 +5%
SFA
89
Sequoia Financial Advisors
Ohio
$18.1M -$2.53M -59,343 -12%
RFP
90
RCS Financial Planning
Maryland
$17.4M +$378K +8,869 +2%
RG
91
RHL Group
Michigan
$17.1M +$17.2M +403,717 +59,023%
GWMT
92
Guardian Wealth Management (Tennessee)
Tennessee
$17M +$1.55M +36,302 +10%
VWWMG
93
Vermillion & White Wealth Management Group
Pennsylvania
$16.9M +$154K +3,620 +0.9%
Osaic Holdings
94
Osaic Holdings
Arizona
$16.8M -$4.71M -110,393 -22%
RWM
95
Riverchase Wealth Management
Texas
$16.7M +$1.51M +35,484 +10%
BWMG
96
Bannerman Wealth Management Group
Texas
$16.5M -$157K -3,690 -0.9%
Bank of America
97
Bank of America
North Carolina
$16.2M +$4.92M +115,366 +43%
IA
98
Integrity Alliance
Iowa
$15.8M -$834K -19,536 -5%
RA
99
Rational Advisors
New York
$15.6M -$86.4K -2,024 -0.5%
Truist Financial
100
Truist Financial
North Carolina
$15.6M +$1.69M +39,665 +12%