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Dimensional Core Fixed Income ETF

478 hedge funds and large institutions have $7.53B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 297 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 100

135% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $6.6B → $7.53B (+$928M)

11% more funds holding in top 10

Funds holding in top 10: 110122 (+12)

4% more funds holding

Funds holding: 458478 (+20)

3.27% more ownership

Funds ownership: 74.96%78.24% (+3.3%)

Holders
478
Holders Change
+20
Holders Change %
+4.37%
% of All Funds
5.89%
Holding in Top 10
122
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.91%
% of All Funds
1.5%
New
54
Increased
297
Reduced
100
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
126
Mariner
Kansas
$11.9M +$2K +47 +0%
SWA
127
Sterling Wealth Advisors
Florida
$11.6M +$471K +11,033 +4%
CFO
128
Collective Family Office
Pennsylvania
$11.4M +$333K +7,816 +3%
SWM
129
SpringVest Wealth Management
Texas
$11.3M +$1.5M +35,191 +15%
YWM
130
Yardley Wealth Management
Pennsylvania
$11.3M +$688K +16,125 +6%
BWA
131
BCU Wealth Advisors
Illinois
$11.2M +$507K +11,886 +5%
EP
132
Essential Planning
New Hampshire
$11.1M +$736K +17,249 +7%
EFL
133
ERn Financial LLC
Wisconsin
$11.1M +$609K +14,282 +6%
DWM
134
DeLarme Wealth Management
California
$11M +$2.35M +54,980 +27%
TM
135
Torren Management
California
$10.9M +$511K +11,971 +5%
OCA
136
Optimus Capital Advisors
Texas
$10.8M -$51.7K -1,211 -0.5%
HWM
137
HB Wealth Management
Georgia
$10.7M -$454K -10,646 -4%
PAS
138
Park Avenue Securities
New York
$10.6M +$10.7M +251,157 New
LWA
139
Ledgewood Wealth Advisors
New Hampshire
$10.5M -$36.3K -850 -0.3%
IIA
140
Integrity Investment Advisors
Colorado
$10.5M +$1.41M +33,079 +15%
BFG
141
Berger Financial Group
Minnesota
$10.4M +$1.89M +44,223 +22%
BH
142
Burk Holdings
Oklahoma
$10.2M +$1.04M +24,407 +11%
Corient Private Wealth
143
Corient Private Wealth
Florida
$9.95M -$10.3M -241,076 -51%
AA
144
ArborFi Advisors
Michigan
$9.9M +$413K +9,688 +4%
IAS
145
Integrity Advisory Solutions
Texas
$9.88M +$1.67M +39,201 +20%
SHFA
146
SC&H Financial Advisors
Maryland
$9.61M +$1.27M +29,856 +15%
WDG
147
Wealth Dimensions Group
Ohio
$9.57M +$690K +16,173 +8%
UWM
148
United Wealth Management
Virginia
$9.52M +$54.6K +1,280 +0.6%
CMP
149
Coston McIsaac & Partners
Maine
$9.52M +$1.84M +43,036 +24%
SAI
150
Savvy Advisors Inc
New York
$9.42M +$5.45M +127,770 +134%