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Dimensional Core Fixed Income ETF

301 hedge funds and large institutions have $3.54B invested in Dimensional Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+19
Holders Change %
+6.74%
% of All Funds
4.38%
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
39
Increased
171
Reduced
73
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWIA
126
Porter White Investment Advisors
Alabama
$3.45M +$43.3K +1,042 +1%
SPIA
127
Steward Partners Investment Advisory
New York
$3.36M +$775K +18,650 +30%
USWIA
128
UP Strategic Wealth Investment Advisors
Pennsylvania
$3.26M +$262K +6,301 +9%
GVAG
129
Great Valley Advisor Group
Delaware
$3.22M +$2.35M +56,649 +271%
PCA
130
Prosperity Capital Advisors
Ohio
$3.01M +$3.01M +72,413 New
LAM
131
LifePro Asset Management
California
$2.97M +$454K +10,937 +18%
KAS
132
Kestra Advisory Services
Texas
$2.83M +$790K +19,014 +39%
AWA
133
Arkadios Wealth Advisors
Georgia
$2.76M +$2.76M +66,473 New
PF
134
Parker Financial
Washington
$2.72M +$848K +20,449 +45%
CSB
135
City State Bank
Iowa
$2.72M +$2.43M +58,420 +835%
FFA
136
Farther Finance Advisors
California
$2.6M -$320K -7,748 -11%
PAG
137
Private Advisor Group
New Jersey
$2.57M -$1.61M -38,701 -38%
MWA
138
Mills Wealth Advisors
Texas
$2.51M -$14.8K -357 -0.6%
HIG
139
Heritage Investment Group
Florida
$2.51M +$76.3K +1,837 +3%
OPS
140
Orion Portfolio Solutions
Nebraska
$2.49M +$491K +11,829 +25%
BCI
141
Brinker Capital Investments
Pennsylvania
$2.49M +$491K +11,829 +25%
CWG
142
Crown Wealth Group
North Carolina
$2.47M -$1.56M -37,600 -39%
RLIM
143
Red Lighthouse Investment Management
New York
$2.28M +$1.12M +27,000 +96%
Citadel Advisors
144
Citadel Advisors
Florida
$2.22M -$9.25M -222,569 -81%
SHFA
145
SC&H Financial Advisors
Maryland
$2.2M +$72.7K +1,749 +3%
FVIM
146
Fort Vancouver Investment Management
Washington
$2.15M +$2.15M +51,844 New
AWM
147
Arista Wealth Management
Nevada
$2.13M +$2.13M +51,333 New
UWM
148
USAdvisors Wealth Management
Minnesota
$2.13M +$142K +3,412 +7%
MCA
149
MSH Capital Advisors
Arizona
$2.06M +$110K +2,636 +6%
LA
150
LexAurum Advisors
Kansas
$2.04M +$294K +7,077 +17%