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Dimensional Core Fixed Income ETF

265 hedge funds and large institutions have $3.01B invested in Dimensional Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 123 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+57
Holders Change %
+27.4%
% of All Funds
3.89%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
0.88%
New
76
Increased
123
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$2.54M +$573K +13,511 +29%
QFA
127
Quantum Financial Advisors
California
$2.5M +$252K +5,943 +11%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$2.5M -$1.83M -43,268 -42%
RVPG
129
Relative Value Partners Group
$2.44M +$22.4K +528 +0.9%
FFA
130
Farther Finance Advisors
California
$2.38M +$1.84M +43,364 +339%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$2.38M +$2.38M +56,048 New
HIG
132
Heritage Investment Group
Florida
$2.37M +$91.1K +2,148 +4%
SCM
133
Saxony Capital Management
Missouri
$2.27M +$2.27M +53,492 New
BCI
134
Brinker Capital Investments
Pennsylvania
$2.17M -$3.37M -79,846 -61%
OPS
135
Orion Portfolio Solutions
Nebraska
$2.17M -$3.37M -79,846 -61%
AWMNH
136
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.94M +$1.94M +45,747 New
SHFA
137
SC&H Financial Advisors
Maryland
$1.93M +$569K +13,417 +42%
BOSSRA
138
B.O.S.S. Retirement Advisors
Utah
$1.85M +$127K +2,993 +7%
FWM
139
Forza Wealth Management
Florida
$1.82M +$1.82M +42,950 New
Osaic Holdings
140
Osaic Holdings
Arizona
$1.82M +$64.7K +1,525 +4%
RA
141
RFG Advisory
Alabama
$1.79M +$1.51M +35,730 +543%
SIC
142
Samalin Investment Counsel
New York
$1.79M -$47.8K -1,128 -3%
MFC
143
Morris Financial Concepts
South Carolina
$1.76M -$663K -15,644 -27%
VFP
144
Verus Financial Partners
Virginia
$1.7M +$1.18M +28,162 +230%
Truist Financial
145
Truist Financial
North Carolina
$1.69M -$5.42M -127,758 -76%
AIM
146
Acropolis Investment Management
Missouri
$1.62M -$137K -3,230 -8%
BDWCC
147
B&D White Capital Company
Texas
$1.61M +$14.5K +342 +0.9%
TAM
148
TCP Asset Management
Ohio
$1.58M +$56.6K +1,336 +4%
SAM
149
Smartleaf Asset Management
Massachusetts
$1.57M +$1.57M +36,837 New
LA
150
LexAurum Advisors
Kansas
$1.54M +$174K +4,098 +13%