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Dimensional Core Fixed Income ETF

317 hedge funds and large institutions have $3.69B invested in Dimensional Core Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 184 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+16
Holders Change %
+5.32%
% of All Funds
4.59%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1%
New
35
Increased
184
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSB
101
City State Bank
Iowa
$7.57M +$4.74M +109,740 +168%
SWM
102
Sterling Wealth Management
Illinois
$7.45M +$5.98M +138,473 +406%
SAG
103
SageView Advisory Group
California
$7.42M +$7.42M +171,914 New
FFA
104
Farther Finance Advisors
California
$7.28M +$4.57M +105,777 +168%
NA
105
NewEdge Advisors
Louisiana
$7.18M +$580K +13,427 +9%
SXL
106
Summit X LLC
Missouri
$7.07M -$250K -6,021 -3%
AFA
107
Alpha Financial Advisors
North Carolina
$7.03M +$1.49M +34,406 +27%
FPAS
108
Focus Partners Advisor Solutions
Missouri
$7.02M +$6.71M +155,322 +2,169%
WP
109
Wealthspan Partners
Iowa
$6.96M +$845K +19,561 +14%
Bank of America
110
Bank of America
North Carolina
$6.68M +$1.41M +32,739 +27%
HKIMG
111
Hutchens & Kramer Investment Management Group
Indiana
$6.62M +$89.5K +2,067 +1%
BP
112
BWM Planning
Texas
$6.49M +$6.49M +150,172 New
Osaic Holdings
113
Osaic Holdings
Arizona
$5.98M +$890K +20,615 +17%
FVIM
114
Fort Vancouver Investment Management
Washington
$5.88M +$3.64M +84,285 +163%
CA
115
CGN Advisors
Kansas
$5.81M +$169K +3,923 +3%
Focus Partners Wealth
116
Focus Partners Wealth
Massachusetts
$5.7M +$5.7M +131,984 New
CWG
117
Crown Wealth Group
North Carolina
$5.62M +$3.05M +70,553 +118%
RJA
118
Raymond James & Associates
Florida
$5.58M +$1.31M +30,238 +31%
Citadel Advisors
119
Citadel Advisors
Florida
$5.55M +$3.24M +74,912 +140%
PA
120
PFG Advisors
Arizona
$5.53M +$417K +9,650 +8%
AIS
121
American Investment Services
Massachusetts
$5.46M +$4.68M +108,253 +595%
SWP
122
Stratos Wealth Partners
Ohio
$5.42M +$730K +16,895 +16%
SFS
123
Sowell Financial Services
Arkansas
$5.31M -$2.44M -56,558 -31%
HA
124
Herold Advisors
New York
$5.27M +$395K +9,157 +8%
PGF
125
Plan Group Financial
Oklahoma
$5.17M +$396K +9,166 +8%