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Dimensional Core Fixed Income ETF

397 hedge funds and large institutions have $5.93B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 241 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
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
UWM
126
United Wealth Management
Virginia
$8.95M
Corient Private Wealth
127
Corient Private Wealth
Florida
$8.87M
WDG
128
Wealth Dimensions Group
Ohio
$8.71M
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$8.54M
AIM
130
Acropolis Investment Management
Missouri
$8.45M
CWP
131
Concord Wealth Partners
Virginia
$8.33M
SIC
132
SJS Investment Consulting
Ohio
$8.18M
FFM
133
Forum Financial Management
Illinois
$7.97M
BHWA
134
Beacon Harbor Wealth Advisors
Virginia
$7.8M
PWMG
135
Pioneer Wealth Management Group
Texas
$7.69M
SPI
136
Sutton Place Investors
New York
$7.67M
SWA
137
Sterling Wealth Advisors
Florida
$7.66M
WC
138
Wolfstich Capital
Massachusetts
$7.64M
M1FG
139
Mach-1 Financial Group
Arkansas
$7.57M
IAS
140
Integrity Advisory Solutions
Texas
$7.57M
SAG
141
SageView Advisory Group
California
$7.54M
PA
142
PFG Advisors
Arizona
$7.37M
BH
143
Burk Holdings
Oklahoma
$7.33M
SWM
144
SpringVest Wealth Management
Texas
$7.14M
VFP
145
Vested Financial Planning
California
$6.99M
FVIM
146
Fort Vancouver Investment Management
Washington
$6.95M
AIA
147
AssuredPartners Investment Advisors
Florida
$6.95M
WP
148
Wealthspan Partners
Iowa
$6.94M
IIA
149
Integrity Investment Advisors
Colorado
$6.83M
AWA
150
Acorn Wealth Advisors
Michigan
$6.8M