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Dimensional Core Fixed Income ETF

400 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 37 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.43%
Holding in Top 10
103
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.96%
% of All Funds
1.4%
New
37
Increased
221
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
126
BCU Wealth Advisors
Illinois
$8.06M +$279K +6,632 +4%
NA
127
Note Advisors
New York
$7.99M +$1.5M +35,764 +23%
SPI
128
Sutton Place Investors
New York
$7.98M -$39.2K -931 -0.5%
Bank of America
129
Bank of America
North Carolina
$7.9M +$392K +9,326 +5%
WDG
130
Wealth Dimensions Group
Ohio
$7.88M +$883K +20,998 +13%
BP
131
BWM Planning
Texas
$7.88M +$354K +8,428 +5%
SAG
132
SageView Advisory Group
California
$7.43M +$22.9K +545 +0.3%
CWP
133
Concord Wealth Partners
Virginia
$7.36M -$1.3M -31,024 -15%
PWM
134
Parkworth Wealth Management
California
$7.04M +$425K +10,105 +6%
VFP
135
Vested Financial Planning
California
$6.8M +$7.15K +170 +0.1%
WP
136
Wealthspan Partners
Iowa
$6.78M -$83.8K -1,993 -1%
TIAM2
137
Tru Independence Asset Management 2
Oregon
$6.62M -$687K -16,330 -9%
CA
138
CGN Advisors
Kansas
$6.59M +$818K +19,460 +14%
SWP
139
Stratos Wealth Partners
Ohio
$6.53M +$547K +13,010 +9%
DWM
140
David Wealth Management
Virginia
$6.52M -$31.3K -743 -0.5%
FVIM
141
Fort Vancouver Investment Management
Washington
$6.5M +$554K +13,183 +9%
FCG
142
Financial Connections Group
California
$6.44M +$4.43M +89,365 +221%
HIG
143
Heritage Investment Group
Florida
$6.42M -$143K -3,389 -2%
HA
144
Herold Advisors
New York
$6.34M +$638K +15,163 +11%
AIA
145
AssuredPartners Investment Advisors
Florida
$6.33M +$37.9K +901 +0.6%
AWA
146
Acorn Wealth Advisors
Michigan
$6.2M -$829K -19,709 -12%
PA
147
PFG Advisors
Arizona
$6.2M +$515K +12,252 +9%
NCM
148
New Capital Management
Texas
$6.05M -$4.09M -97,283 -40%
RWM
149
Ruedi Wealth Management
Illinois
$5.95M -$787K -18,722 -12%
IIA
150
Integrity Investment Advisors
Colorado
$5.95M +$5.95M +141,348 New