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Dimensional Core Fixed Income ETF

401 hedge funds and large institutions have $4.58B invested in Dimensional Core Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
126
BCU Wealth Advisors
Illinois
$8.06M
NA
127
Note Advisors
New York
$7.99M
SPI
128
Sutton Place Investors
New York
$7.98M
Bank of America
129
Bank of America
North Carolina
$7.9M
WDG
130
Wealth Dimensions Group
Ohio
$7.88M
BP
131
BWM Planning
Texas
$7.88M
SAG
132
SageView Advisory Group
California
$7.43M
CWP
133
Concord Wealth Partners
Virginia
$7.36M
PWM
134
Parkworth Wealth Management
California
$7.04M
VFP
135
Vested Financial Planning
California
$6.8M
WP
136
Wealthspan Partners
Iowa
$6.78M
TIAM2
137
Tru Independence Asset Management 2
Oregon
$6.62M
CA
138
CGN Advisors
Kansas
$6.59M
SWP
139
Stratos Wealth Partners
Ohio
$6.53M
DWM
140
David Wealth Management
Virginia
$6.52M
FVIM
141
Fort Vancouver Investment Management
Washington
$6.5M
FCG
142
Financial Connections Group
California
$6.44M
HIG
143
Heritage Investment Group
Florida
$6.42M
HA
144
Herold Advisors
New York
$6.34M
AIA
145
AssuredPartners Investment Advisors
Florida
$6.33M
AWA
146
Acorn Wealth Advisors
Michigan
$6.2M
PA
147
PFG Advisors
Arizona
$6.2M
NCM
148
New Capital Management
Texas
$6.05M
RWM
149
Ruedi Wealth Management
Illinois
$5.95M
IIA
150
Integrity Investment Advisors
Colorado
$5.95M