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Dimensional Core Fixed Income ETF

189 hedge funds and large institutions have $1.84B invested in Dimensional Core Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
3.03%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.59%
New
40
Increased
108
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFA
126
Onyx Financial Advisors
Idaho
$796K +$425 +10 +0.1%
MWM
127
Modera Wealth Management
New Jersey
$734K +$138K +3,242 +23%
GVAG
128
Great Valley Advisor Group
Delaware
$720K +$61.3K +1,444 +9%
BWG
129
Beta Wealth Group
California
$704K -$2.26M -53,173 -76%
PAG
130
Private Advisor Group
New Jersey
$703K +$703K +16,536 New
PWIA
131
Porter White Investment Advisors
Alabama
$629K +$44.3K +1,042 +8%
SWM
132
Spire Wealth Management
Virginia
$585K +$368K +8,657 +169%
OMC
133
Old Mission Capital
Illinois
$573K +$573K +13,484 New
MFG
134
Mendota Financial Group
Wisconsin
$554K -$406K -8,752 -42%
RJT
135
Raymond James Trust
Florida
$533K
VHAM
136
Van Hulzen Asset Management
California
$529K -$195K -4,592 -27%
BFA
137
Beacon Financial Advisory
Ohio
$513K +$158K +3,718 +45%
US Bancorp
138
US Bancorp
Minnesota
$507K
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$487K +$80.5K +1,894 +20%
BIG
140
Builder Investment Group
Georgia
$448K +$448K +10,548 New
CPA
141
Cardiff Park Advisors
California
$427K +$1.96K +46 +0.5%
AIS
142
American Investment Services
Massachusetts
$419K
TC
143
TownSquare Capital
Utah
$406K +$406K +9,546 New
AWA
144
Acorn Wealth Advisors
Michigan
$394K
Morgan Stanley
145
Morgan Stanley
New York
$386K +$376K +8,846 +3,701%
SPI
146
Sutton Place Investors
New York
$382K +$153K +3,592 +67%
SHFA
147
SC&H Financial Advisors
Maryland
$367K -$267K -6,284 -42%
IWA
148
Intercontinental Wealth Advisors
Texas
$356K +$356K +8,368 New
OCM
149
Orion Capital Management
California
$349K +$37.5K +883 +12%
PWA
150
Physician Wealth Advisors
Utah
$331K +$62.1K +1,473 +23%