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Dimensional Core Fixed Income ETF

202 hedge funds and large institutions have $2.19B invested in Dimensional Core Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 128 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+13
Holders Change %
+6.88%
% of All Funds
3.19%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.62%
New
26
Increased
128
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CC
126
Copperleaf Capital
North Carolina
$1.14M +$868K +20,799 +322%
DWM
127
Drive Wealth Management
Utah
$1.07M -$710K -17,012 -40%
AWA
128
Acorn Wealth Advisors
Michigan
$1.06M +$672K +16,102 +174%
SHFA
129
SC&H Financial Advisors
Maryland
$1.02M +$661K +15,834 +183%
SIC
130
Samalin Investment Counsel
New York
$1.01M -$3.01K -72 -0.3%
IA
131
IFG Advisory
Georgia
$968K +$120K +2,879 +14%
GA
132
Greenspring Advisors
Maryland
$948K
SC
133
Shearwater Capital
Colorado
$946K +$126K +3,019 +15%
FPAS
134
Focus Partners Advisor Solutions
Missouri
$878K -$15.9K -382 -2%
UWM
135
USAdvisors Wealth Management
Minnesota
$872K +$139K +9,652 +19%
TFP
136
Triune Financial Partners
Kansas
$866K +$8.89K +213 +1%
SPI
137
Sutton Place Investors
New York
$857K +$482K +11,561 +129%
BCG
138
Breakwater Capital Group
New Jersey
$829K -$135K -3,242 -14%
SIS
139
Strategic Investment Solutions
Illinois
$825K -$1.21M -28,712 -59%
WP
140
WealthShield Partners
North Carolina
$814K -$183K -4,395 -18%
SS
141
Simplicity Solutions
Minnesota
$799K +$503K +12,056 +170%
OFA
142
Onyx Financial Advisors
Idaho
$782K +$626 +15 +0.1%
GVAG
143
Great Valley Advisor Group
Delaware
$757K +$49.2K +1,180 +7%
LEFP
144
Leading Edge Financial Planning
Tennessee
$752K -$72.9K -1,747 -9%
AFS
145
Annapolis Financial Services
Maryland
$733K +$409K +9,794 +126%
PWMG
146
Pioneer Wealth Management Group
Texas
$696K -$217K -5,201 -24%
FOA
147
Five Oceans Advisors
California
$688K -$180K -4,313 -21%
MWM
148
Modera Wealth Management
New Jersey
$660K -$60.8K -1,456 -8%
BWG
149
Beta Wealth Group
California
$660K -$31.1K -745 -5%
SDWIA
150
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$646K +$431K +10,326 +200%