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Dimensional Core Fixed Income ETF

208 hedge funds and large institutions have $2.3B invested in Dimensional Core Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 134 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
3.32%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.69%
New
24
Increased
134
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
126
Kestra Advisory Services
Texas
$1.29M +$164K +4,066 +15%
SHFA
127
SC&H Financial Advisors
Maryland
$1.29M +$305K +7,558 +31%
CWR
128
Chico Wealth RIA
California
$1.26M
AWA
129
Acorn Wealth Advisors
Michigan
$1.22M +$191K +4,728 +19%
WA
130
Waverly Advisors
Alabama
$1.2M -$158K -3,921 -12%
DADC
131
D.A. Davidson & Co
Montana
$1.2M +$6.54K +162 +0.5%
VFIC
132
Valley Forge Investment Consultants
Pennsylvania
$1.15M +$1.15M +28,529 New
RLIM
133
Red Lighthouse Investment Management
New York
$1.13M
Mariner
134
Mariner
Kansas
$1.08M -$246K -6,103 -19%
GTAM
135
Global Trust Asset Management
Florida
$1.07M -$503K -12,470 -32%
UWM
136
USAdvisors Wealth Management
Minnesota
$1.05M -$1.39M -34,530 -57%
AWM
137
Arista Wealth Management
Nevada
$1.01M -$376K -9,310 -27%
TC
138
TownSquare Capital
Utah
$984K +$661K +16,382 +205%
IA
139
IFG Advisory
Georgia
$984K +$47.3K +1,172 +5%
SC
140
Shearwater Capital
Colorado
$963K +$47.1K +1,166 +5%
GA
141
Greenspring Advisors
Maryland
$912K -$4.84K -120 -0.5%
AFS
142
Annapolis Financial Services
Maryland
$870K +$162K +4,007 +23%
TFP
143
Triune Financial Partners
Kansas
$847K +$8.84K +219 +1%
SDWIA
144
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$790K +$165K +4,079 +26%
GVAG
145
Great Valley Advisor Group
Delaware
$775K +$42.8K +1,061 +6%
OFA
146
Onyx Financial Advisors
Idaho
$757K +$606 +15 +0.1%
FPAS
147
Focus Partners Advisor Solutions
Missouri
$755K -$94.7K -2,346 -11%
WP
148
WealthShield Partners
North Carolina
$746K -$41.9K -1,038 -5%
SWM
149
Spire Wealth Management
Virginia
$704K +$135K +3,333 +24%
LEFP
150
Leading Edge Financial Planning
Tennessee
$694K -$32.9K -816 -5%