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Dimensional Core Fixed Income ETF

397 hedge funds and large institutions have $4.87B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 219 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
100
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
$11.3M
MWP
102
Meredith Wealth Planning
Illinois
$11.2M
TCM
103
Tassel Capital Management
North Carolina
$11.2M
LWA
104
Ledgewood Wealth Advisors
New Hampshire
$11.1M
DB
105
Dravo Bay
Delaware
$11M
SF
106
SageOak Financial
Oklahoma
$10.6M
ODA
107
One Degree Advisors
California
$10.6M
SXL
108
Summit X LLC
Missouri
$10.4M
YWM
109
Yardley Wealth Management
Pennsylvania
$10.2M
Corient Private Wealth
110
Corient Private Wealth
Florida
$10.1M
GCM
111
Graver Capital Management
Ohio
$10M
MWM
112
Modera Wealth Management
New Jersey
$10M
FFA
113
Farther Finance Advisors
California
$9.71M
EP
114
Essential Planning
New Hampshire
$9.63M
XPN
115
XY Planning Network
Montana
$9.6M
CFO
116
Collective Family Office
Pennsylvania
$9.57M
BP
117
BWM Planning
Texas
$9.41M
BWA
118
BCU Wealth Advisors
Illinois
$9.25M
Jane Street
119
Jane Street
New York
$9.24M
FS
120
Financial Symmetry
North Carolina
$9.19M
HWM
121
HB Wealth Management
Georgia
$9.15M
PAS
122
Park Avenue Securities
New York
$8.96M
AA
123
ArborFi Advisors
Michigan
$8.94M
UWM
124
United Wealth Management
Virginia
$8.87M
PCA
125
Prosperity Capital Advisors
Ohio
$8.8M