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Dimensional Core Fixed Income ETF

400 hedge funds and large institutions have $4.58B invested in Dimensional Core Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.43%
Holding in Top 10
103
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.96%
% of All Funds
1.4%
New
37
Increased
221
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SF
101
SageOak Financial
Oklahoma
$10.5M +$2.89M +68,716 +38%
SXL
102
Summit X LLC
Missouri
$10.5M +$85.4K +2,030 +0.8%
CFO
103
Collective Family Office
Pennsylvania
$10.3M +$1.12M +26,626 +12%
MWP
104
Meredith Wealth Planning
Illinois
$10.1M +$376K +8,941 +4%
MWM
105
Modera Wealth Management
New Jersey
$9.98M +$670K +15,926 +7%
ODA
106
One Degree Advisors
California
$9.94M +$129K +3,074 +1%
EFL
107
ERn Financial LLC
Wisconsin
$9.91M +$548K +13,038 +6%
YWM
108
Yardley Wealth Management
Pennsylvania
$9.73M -$1.14M -27,123 -10%
VAS
109
Vestmark Advisory Solutions
Massachusetts
$9.72M -$178K -4,238 -2%
EP
110
Essential Planning
New Hampshire
$9.18M -$477M -11,339,026 -98%
GCM
111
Graver Capital Management
Ohio
$9.09M +$403K +9,590 +5%
UWM
112
United Wealth Management
Virginia
$8.99M +$111K +2,634 +1%
HWM
113
HB Wealth Management
Georgia
$8.94M +$8.94M +212,447 New
XPN
114
XY Planning Network
Montana
$8.86M +$3.03K +72 +0%
PAS
115
Park Avenue Securities
New York
$8.82M +$90.2K +2,145 +1%
FS
116
Financial Symmetry
North Carolina
$8.79M +$1.03M +24,557 +13%
SIS
117
Strategic Investment Solutions
Illinois
$8.74M +$2.12M +50,495 +32%
AA
118
ArborFi Advisors
Michigan
$8.58M +$376K +8,930 +5%
PCA
119
Prosperity Capital Advisors
Ohio
$8.52M +$309K +7,335 +4%
Raymond James Financial
120
Raymond James Financial
Florida
$8.33M +$726K +17,257 +10%
SIC
121
SJS Investment Consulting
Ohio
$8.28M -$174K -4,137 -2%
PWMG
122
Pioneer Wealth Management Group
Texas
$8.27M +$8.27M +196,690 New
AIM
123
Acropolis Investment Management
Missouri
$8.21M -$197K -4,695 -2%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$8.21M -$237K -5,630 -3%
HFA
125
Hippocratic Financial Advisors
California
$8.15M +$538K +12,780 +7%