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Dimensional Core Fixed Income ETF

395 hedge funds and large institutions have $4.85B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 217 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
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
MWP
101
Meredith Wealth Planning
Illinois
$11.2M
TCM
102
Tassel Capital Management
North Carolina
$11.2M
LWA
103
Ledgewood Wealth Advisors
New Hampshire
$11.1M
DB
104
Dravo Bay
Delaware
$11M
SF
105
SageOak Financial
Oklahoma
$10.6M
ODA
106
One Degree Advisors
California
$10.6M
SXL
107
Summit X LLC
Missouri
$10.4M
YWM
108
Yardley Wealth Management
Pennsylvania
$10.2M
Corient Private Wealth
109
Corient Private Wealth
Florida
$10.1M
GCM
110
Graver Capital Management
Ohio
$10M
MWM
111
Modera Wealth Management
New Jersey
$10M
FFA
112
Farther Finance Advisors
California
$9.71M
EP
113
Essential Planning
New Hampshire
$9.63M
XPN
114
XY Planning Network
Montana
$9.6M
CFO
115
Collective Family Office
Pennsylvania
$9.57M
BP
116
BWM Planning
Texas
$9.41M
BWA
117
BCU Wealth Advisors
Illinois
$9.25M
Jane Street
118
Jane Street
New York
$9.24M
FS
119
Financial Symmetry
North Carolina
$9.19M
HWM
120
HB Wealth Management
Georgia
$9.15M
PAS
121
Park Avenue Securities
New York
$8.96M
AA
122
ArborFi Advisors
Michigan
$8.94M
UWM
123
United Wealth Management
Virginia
$8.87M
Raymond James Financial
124
Raymond James Financial
Florida
$8.62M
EFL
125
ERn Financial LLC
Wisconsin
$8.42M