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Dimensional Core Fixed Income ETF

301 hedge funds and large institutions have $3.54B invested in Dimensional Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+19
Holders Change %
+6.74%
% of All Funds
4.38%
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
39
Increased
171
Reduced
73
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
101
CGN Advisors
Kansas
$5.43M +$135K +3,253 +3%
AFA
102
Alpha Financial Advisors
North Carolina
$5.34M +$467K +11,247 +10%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$5.23M +$1.69M +40,786 +48%
Stifel Financial
104
Stifel Financial
Missouri
$5.08M
Bank of America
105
Bank of America
North Carolina
$5.07M +$1.44M +34,685 +40%
PA
106
PFG Advisors
Arizona
$4.92M +$1.7M +40,811 +53%
Osaic Holdings
107
Osaic Holdings
Arizona
$4.89M +$2.81M +67,687 +135%
AA
108
Ancora Advisors
Ohio
$4.75M -$1.12M -26,850 -19%
HA
109
Herold Advisors
New York
$4.69M +$1.48M +35,639 +46%
SIAG
110
Safeguard Investment Advisory Group
California
$4.6M +$1.01M +24,313 +28%
PGF
111
Plan Group Financial
Oklahoma
$4.59M +$342K +8,244 +8%
SWP
112
Stratos Wealth Partners
Ohio
$4.51M +$778K +18,726 +21%
MHB
113
Midwest Heritage Bank
Iowa
$4.5M +$383K +9,211 +9%
SIS
114
Strategic Investment Solutions
Illinois
$4.33M +$4.33M +102,434 New
AC
115
Applied Capital
Arkansas
$4.28M +$53.5K +1,288 +1%
EFL
116
ERn Financial LLC
Wisconsin
$4.28M +$986K +23,729 +30%
HIGP
117
Hill Investment Group Partners
Missouri
$4.12M -$10.1K -241 -0.2%
RJA
118
Raymond James & Associates
Florida
$4.11M +$229K +5,513 +6%
AIM
119
Acropolis Investment Management
Missouri
$4.11M +$2.4M +57,885 +141%
HWM
120
HFG Wealth Management
Texas
$4.09M +$537K +12,922 +15%
PIA
121
Pinion Investment Advisors
Kansas
$4.02M +$21.4K +514 +0.5%
NWM
122
Northwest Wealth Management
Iowa
$3.89M +$131K +3,143 +3%
BHWM
123
Bay Harbor Wealth Management
Maryland
$3.83M +$801K +19,286 +26%
VWWMG
124
Vermillion & White Wealth Management Group
Pennsylvania
$3.83M -$117K -2,811 -3%
LI
125
LVZ Inc
Michigan
$3.47M +$126K +3,029 +4%