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Dimensional Core Fixed Income ETF

397 hedge funds and large institutions have $5.93B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 241 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
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
HWMT
101
Heritage Wealth Management (Texas)
Texas
$12.2M
ODA
102
One Degree Advisors
California
$12.2M
IWC
103
Integrated Wealth Concepts
Massachusetts
$12M
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$11.9M
SF
105
SageOak Financial
Oklahoma
$11.8M
BP
106
BWM Planning
Texas
$11.8M
VAS
107
Vestmark Advisory Solutions
Massachusetts
$11.6M
Citadel Advisors
108
Citadel Advisors
Florida
$11.1M
SWA
109
Sax Wealth Advisors
New Jersey
$10.8M
LWA
110
Ledgewood Wealth Advisors
New Hampshire
$10.5M
FFA
111
Farther Finance Advisors
California
$10.3M
GCM
112
Graver Capital Management
Ohio
$10.3M
CFO
113
Collective Family Office
Pennsylvania
$10.1M
BWA
114
BCU Wealth Advisors
Illinois
$10.1M
EFL
115
ERn Financial LLC
Wisconsin
$10M
HWM
116
HB Wealth Management
Georgia
$9.99M
YWM
117
Yardley Wealth Management
Pennsylvania
$9.96M
AA
118
ArborFi Advisors
Michigan
$9.77M
MWM
119
Modera Wealth Management
New Jersey
$9.65M
EP
120
Essential Planning
New Hampshire
$9.62M
Bank of America
121
Bank of America
North Carolina
$9.61M
XPN
122
XY Planning Network
Montana
$9.6M
PAS
123
Park Avenue Securities
New York
$9.52M
PCA
124
Prosperity Capital Advisors
Ohio
$9.31M
Focus Partners Wealth
125
Focus Partners Wealth
Massachusetts
$8.95M