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Dimensional Core Fixed Income ETF

317 hedge funds and large institutions have $3.69B invested in Dimensional Core Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 184 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+16
Holders Change %
+5.32%
% of All Funds
4.59%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1%
New
35
Increased
184
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIAG
126
Safeguard Investment Advisory Group
California
$5.14M +$357K +8,258 +7%
SIS
127
Strategic Investment Solutions
Illinois
$5.06M +$640K +14,811 +14%
BHWM
128
Bay Harbor Wealth Management
Maryland
$4.85M +$874K +20,247 +22%
AC
129
Applied Capital
Arkansas
$4.67M +$222K +5,150 +5%
AA
130
Ancora Advisors
Ohio
$4.58M -$366K -8,483 -7%
GM
131
GeoWealth Management
Illinois
$4.52M -$2.95M -68,307 -39%
MHB
132
Midwest Heritage Bank
Iowa
$4.46M -$220K -5,096 -5%
Mariner
133
Mariner
Kansas
$4.41M +$2.4M +55,647 +120%
WDG
134
Wealth Dimensions Group
Ohio
$4.34M +$3.27M +75,627 +305%
AIM
135
Acropolis Investment Management
Missouri
$4.19M -$82.5K -1,910 -2%
PF
136
Parker Financial
Washington
$4.18M +$1.35M +31,278 +48%
HWM
137
HFG Wealth Management
Texas
$4.09M
NWM
138
Northwest Wealth Management
Iowa
$4.08M +$34.6K +802 +0.9%
HIGP
139
Hill Investment Group Partners
Missouri
$4.07M
VWWMG
140
Vermillion & White Wealth Management Group
Pennsylvania
$4M +$23K +533 +0.6%
Stifel Financial
141
Stifel Financial
Missouri
$3.99M -$1.3M -30,000 -25%
LI
142
LVZ Inc
Michigan
$3.93M +$323K +7,484 +9%
CW
143
CreativeOne Wealth
Kansas
$3.92M +$3.65M +84,606 +1,353%
SPIA
144
Steward Partners Investment Advisory
New York
$3.84M +$343K +7,951 +10%
PWIA
145
Porter White Investment Advisors
Alabama
$3.72M +$128K +2,962 +4%
LAM
146
LifePro Asset Management
California
$3.58M +$490K +11,352 +16%
SFG
147
SNS Financial Group
Minnesota
$3.53M +$3.53M +81,730 New
PAG
148
Private Advisor Group
New Jersey
$3.53M +$855K +19,788 +32%
GVAG
149
Great Valley Advisor Group
Delaware
$3.35M -$3.76K -87 -0.1%
SHFA
150
SC&H Financial Advisors
Maryland
$3.09M +$803K +18,583 +35%