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Dimensional Core Fixed Income ETF

394 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, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
5.29%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
29
Increased
217
Reduced
119
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
126
Acropolis Investment Management
Missouri
$8.38M +$124K +2,930 +2%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$8.22M -$21.9K -518 -0.3%
SIC
128
SJS Investment Consulting
Ohio
$8.17M -$153K -3,618 -2%
Osaic Holdings
129
Osaic Holdings
Arizona
$8.05M -$9.39M -222,668 -54%
WDG
130
Wealth Dimensions Group
Ohio
$7.98M +$65.2K +1,544 +0.8%
Bank of America
131
Bank of America
North Carolina
$7.73M -$203K -4,810 -3%
CWP
132
Concord Wealth Partners
Virginia
$7.71M +$320K +7,574 +4%
CAMV
133
Concord Asset Management (Virginia)
Virginia
$7.71M +$7.71M +182,459 New
SPI
134
Sutton Place Investors
New York
$7.65M -$372K -8,814 -5%
WC
135
Wolfstich Capital
Massachusetts
$7.55M +$6.59M +155,879 +683%
PWMG
136
Pioneer Wealth Management Group
Texas
$7.53M -$779K -18,434 -9%
SAG
137
SageView Advisory Group
California
$7.4M -$8.6K -205 -0.1%
BHWA
138
Beacon Harbor Wealth Advisors
Virginia
$7.26M +$7.26M +171,775 New
PWM
139
Parkworth Wealth Management
California
$7.25M +$178K +4,215 +3%
WP
140
Wealthspan Partners
Iowa
$6.82M +$4.61K +109 +0.1%
DWM
141
David Wealth Management
Virginia
$6.81M +$254K +6,015 +4%
AWA
142
Acorn Wealth Advisors
Michigan
$6.8M +$575K +13,606 +9%
HIG
143
Heritage Investment Group
Florida
$6.51M +$59.1K +1,399 +0.9%
CA
144
CGN Advisors
Kansas
$6.5M -$123K -2,918 -2%
FVIM
145
Fort Vancouver Investment Management
Washington
$6.5M -$34.9K -826 -0.5%
PF
146
Parker Financial
Washington
$6.45M +$557K +13,171 +9%
AIA
147
AssuredPartners Investment Advisors
Florida
$6.41M +$56.7K +1,342 +0.9%
VFP
148
Vested Financial Planning
California
$6.33M -$501K -11,853 -7%
PA
149
PFG Advisors
Arizona
$6.27M +$44.6K +1,056 +0.7%
BH
150
Burk Holdings
Oklahoma
$6.2M +$2.53M +59,875 +69%