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Dimensional Core Fixed Income ETF

474 hedge funds and large institutions have $7.52B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 295 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
121
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
CSB
101
City State Bank
Iowa
$15.5M
WUW
102
Wheels Up Wealth
California
$15.2M
DB
103
Dravo Bay
Delaware
$15.1M
MWP
104
Meredith Wealth Planning
Illinois
$14.8M
C1AG
105
Client 1st Advisory Group
Florida
$14.8M
MWM
106
Mattern Wealth Management
Kansas
$14.5M
BP
107
BWM Planning
Texas
$14.4M
EWA
108
EP Wealth Advisors
California
$14.4M
KIM
109
Kestra Investment Management
Texas
$14.2M
FS
110
Financial Symmetry
North Carolina
$14.2M
VAS
111
Vestmark Advisory Solutions
Massachusetts
$14.2M
LFGO
112
Legacy Financial Group (Oklahoma)
Oklahoma
$14.1M
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$13.9M
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$13.8M
ODA
115
One Degree Advisors
California
$13.4M
JWM
116
Johnson Wealth Management
North Dakota
$13.4M
IWC
117
Integrated Wealth Concepts
Massachusetts
$13.2M
HWMT
118
Heritage Wealth Management (Texas)
Texas
$13.1M
XPN
119
XY Planning Network
Montana
$13.1M
DWM
120
Daner Wealth Management
Georgia
$13.1M
GCM
121
Graver Capital Management
Ohio
$12.8M
SF
122
SageOak Financial
Oklahoma
$12.4M
Citadel Advisors
123
Citadel Advisors
Florida
$12.3M
KCWM
124
Kane Co Wealth Management
Iowa
$12.1M
CWP
125
Concord Wealth Partners
Virginia
$12M