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Dimensional Core Fixed Income ETF

265 hedge funds and large institutions have $3.01B invested in Dimensional Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 123 increasing their positions, 52 reducing their positions, and 16 closing their positions.

Holders
265
Holders Change
+57
Holders Change %
+27.4%
% of All Funds
3.89%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
0.88%
New
76
Increased
123
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
101
Applied Capital
Arkansas
$3.86M +$41.6K +981 +1%
CWG
102
Crown Wealth Group
North Carolina
$3.83M +$38.1K +898 +1%
LNC
103
Lincoln National Corp
Pennsylvania
$3.83M +$361K +8,514 +10%
PWS
104
Physician Wealth Solutions
Nevada
$3.79M +$3.79M +89,475 New
VWWMG
105
Vermillion & White Wealth Management Group
Pennsylvania
$3.79M +$3.79M +89,291 New
PGF
106
Plan Group Financial
Oklahoma
$3.77M -$2.6M -61,239 -41%
AWA
107
Acorn Wealth Advisors
Michigan
$3.73M +$2.45M +57,883 +192%
RWG
108
Regal Wealth Group
California
$3.69M +$140K +3,329 +4%
EWA
109
EverSource Wealth Advisors
Alabama
$3.59M +$447K +10,531 +14%
MHB
110
Midwest Heritage Bank
Iowa
$3.51M -$43K -1,015 -1%
NWM
111
Northwest Wealth Management
Iowa
$3.48M +$3.48M +82,061 New
HWM
112
HFG Wealth Management
Texas
$3.46M +$3.46M +81,544 New
PAS
113
Park Avenue Securities
New York
$3.44M -$11.5K -271 -0.3%
PA
114
PFG Advisors
Arizona
$3.28M +$567K +13,374 +21%
AHL
115
Abel Hall LLC
Louisiana
$3.25M +$3.25M +76,639 New
LI
116
LVZ Inc
Michigan
$3.21M +$191K +4,500 +6%
SIAG
117
Safeguard Investment Advisory Group
California
$3.08M +$353K +8,315 +13%
SWP
118
Stratos Wealth Partners
Ohio
$3M +$3M +70,702 New
SPI
119
Sutton Place Investors
New York
$3M +$312K +7,363 +12%
USWIA
120
UP Strategic Wealth Investment Advisors
Pennsylvania
$2.99M +$2.99M +70,602 New
PWIA
121
Porter White Investment Advisors
Alabama
$2.86M +$466K +10,991 +19%
BHWM
122
Bay Harbor Wealth Management
Maryland
$2.68M +$820K +19,341 +44%
FWP
123
Firethorn Wealth Partners
Georgia
$2.65M +$208K +4,894 +8%
EFL
124
ERn Financial LLC
Wisconsin
$2.65M +$566K +13,495 +27%
MWA
125
Mills Wealth Advisors
Texas
$2.64M -$2.81M -66,374 -52%