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Dimensional Core Fixed Income ETF

474 hedge funds and large institutions have $7.52B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 295 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
121
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
Mariner
126
Mariner
Kansas
$11.9M
SWA
127
Sterling Wealth Advisors
Florida
$11.6M
CFO
128
Collective Family Office
Pennsylvania
$11.4M
SWM
129
SpringVest Wealth Management
Texas
$11.3M
YWM
130
Yardley Wealth Management
Pennsylvania
$11.3M
BWA
131
BCU Wealth Advisors
Illinois
$11.2M
EP
132
Essential Planning
New Hampshire
$11.1M
EFL
133
ERn Financial LLC
Wisconsin
$11.1M
DWM
134
DeLarme Wealth Management
California
$11M
TM
135
Torren Management
California
$10.9M
HWM
136
HB Wealth Management
Georgia
$10.7M
PAS
137
Park Avenue Securities
New York
$10.6M
LWA
138
Ledgewood Wealth Advisors
New Hampshire
$10.5M
IIA
139
Integrity Investment Advisors
Colorado
$10.5M
BFG
140
Berger Financial Group
Minnesota
$10.4M
BH
141
Burk Holdings
Oklahoma
$10.2M
Corient Private Wealth
142
Corient Private Wealth
Florida
$9.95M
AA
143
ArborFi Advisors
Michigan
$9.9M
IAS
144
Integrity Advisory Solutions
Texas
$9.88M
SHFA
145
SC&H Financial Advisors
Maryland
$9.61M
WDG
146
Wealth Dimensions Group
Ohio
$9.57M
UWM
147
United Wealth Management
Virginia
$9.52M
CMP
148
Coston McIsaac & Partners
Maine
$9.52M
SAI
149
Savvy Advisors Inc
New York
$9.42M
Creative Planning
150
Creative Planning
Kansas
$9.39M