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Dimensional Core Fixed Income ETF

394 hedge funds and large institutions have $4.85B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 217 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
5.29%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
29
Increased
217
Reduced
119
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
151
Stratos Wealth Partners
Ohio
$6.17M -$390K -9,229 -6%
IIA
152
Integrity Investment Advisors
Colorado
$6.13M +$155K +3,674 +3%
CW
153
CreativeOne Wealth
Kansas
$6.06M +$359K +8,485 +6%
SIS
154
Strategic Investment Solutions
Illinois
$6M -$2.78M -65,839 -32%
CC
155
Citrine Capital
California
$5.91M +$236K +5,576 +4%
BHWM
156
Bay Harbor Wealth Management
Maryland
$5.87M +$255K +6,029 +5%
BFG
157
Berger Financial Group
Minnesota
$5.84M +$1.53M +36,176 +35%
WCM
158
Winebrenner Capital Management
Kentucky
$5.77M +$1.12M +26,603 +24%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$5.68M +$3.02M +71,534 +114%
TIAM2
160
Tru Independence Asset Management 2
Oregon
$5.47M -$1.18M -27,954 -18%
HA
161
Herold Advisors
New York
$5.46M -$914K -21,625 -14%
SWGC
162
Summit Wealth Group (Colorado)
Colorado
$5.4M +$5.4M +127,857 New
BCI
163
Brinker Capital Investments
Pennsylvania
$5.4M +$1.95M +46,027 +56%
SWA
164
Sterling Wealth Advisors
Florida
$5.37M +$36.8K +877 +0.7%
SFS
165
Sowell Financial Services
Arkansas
$5.28M +$96K +2,272 +2%
RWM
166
Ruedi Wealth Management
Illinois
$5.14M -$839K -19,861 -14%
FWS
167
FinDec Wealth Services
California
$5.05M +$322K +7,630 +7%
EWA
168
EverSource Wealth Advisors
Alabama
$5.02M +$3.22M +76,204 +179%
SIAG
169
Safeguard Investment Advisory Group
California
$4.98M -$7.99K -189 -0.2%
HWM
170
HFG Wealth Management
Texas
$4.77M +$88.5K +2,105 +2%
VPF
171
Vantage Point Financial
Illinois
$4.75M +$219K +5,173 +5%
SHFA
172
SC&H Financial Advisors
Maryland
$4.59M +$233K +5,513 +5%
AAP
173
Arax Advisory Partners
Colorado
$4.59M -$31.1K -737 -0.7%
WAP
174
Wealthcare Advisory Partners
Pennsylvania
$4.56M +$343K +8,116 +8%
CL
175
CLG LLC
California
$4.56M +$213K +5,031 +5%