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Dimensional Core Fixed Income ETF

399 hedge funds and large institutions have $6B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 243 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
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
DWM
101
Daner Wealth Management
Georgia
$12.2M
HWMT
102
Heritage Wealth Management (Texas)
Texas
$12.2M
ODA
103
One Degree Advisors
California
$12.2M
IWC
104
Integrated Wealth Concepts
Massachusetts
$12M
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$11.9M
SF
106
SageOak Financial
Oklahoma
$11.8M
BP
107
BWM Planning
Texas
$11.8M
VAS
108
Vestmark Advisory Solutions
Massachusetts
$11.6M
Citadel Advisors
109
Citadel Advisors
Florida
$11.1M
SWA
110
Sax Wealth Advisors
New Jersey
$10.8M
LWA
111
Ledgewood Wealth Advisors
New Hampshire
$10.5M
FFA
112
Farther Finance Advisors
California
$10.3M
GCM
113
Graver Capital Management
Ohio
$10.3M
CFO
114
Collective Family Office
Pennsylvania
$10.1M
BWA
115
BCU Wealth Advisors
Illinois
$10.1M
EFL
116
ERn Financial LLC
Wisconsin
$10M
HWM
117
HB Wealth Management
Georgia
$9.99M
YWM
118
Yardley Wealth Management
Pennsylvania
$9.96M
AA
119
ArborFi Advisors
Michigan
$9.77M
MWM
120
Modera Wealth Management
New Jersey
$9.65M
EP
121
Essential Planning
New Hampshire
$9.62M
Bank of America
122
Bank of America
North Carolina
$9.61M
XPN
123
XY Planning Network
Montana
$9.6M
PAS
124
Park Avenue Securities
New York
$9.52M
PCA
125
Prosperity Capital Advisors
Ohio
$9.31M