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Dimensional Core Fixed Income ETF

189 hedge funds and large institutions have $1.84B invested in Dimensional Core Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
3.03%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.59%
New
40
Increased
108
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFS
151
Annapolis Financial Services
Maryland
$330K +$67.3K +1,584 +26%
FPCG
152
Forum Private Client Group
Indiana
$318K
KP
153
Keel Point
Alabama
$307K -$482K -11,345 -61%
MC
154
Matisse Capital
Oregon
$306K +$306K +7,200 New
ALWM
155
Andrews Lucia Wealth Management
California
$303K +$66.7K +1,570 +28%
SS
156
Simplicity Solutions
Minnesota
$301K +$8.33K +196 +3%
TIM
157
Tortoise Investment Management
New York
$289K -$48.1K -1,132 -14%
BTWM
158
Baker Tilly Wealth Management
Wisconsin
$287K
IA
159
IFP Advisors
Florida
$278K -$38K -758 -12%
CC
160
Copperleaf Capital
North Carolina
$274K +$274K +6,457 New
MA
161
Mutual Advisors
Nebraska
$264K +$30K +706 +13%
WG
162
Watchman Group
Texas
$263K
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$262K +$262K +6,160 New
Renaissance Technologies
164
Renaissance Technologies
New York
$261K +$261K +6,140 New
VFP
165
Verus Financial Partners
Virginia
$259K +$259K +6,062 New
SDWIA
166
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$219K +$219K +5,157 New
UBS Group
167
UBS Group
Switzerland
$187K +$187K +4,410 New
2L
168
25 LLC
Missouri
$138K +$138K +3,255 New
FFA
169
Farther Finance Advisors
California
$114K +$71.4K +1,680 +168%
BAM
170
Belpointe Asset Management
Nevada
$110K
CFGS
171
Concourse Financial Group Securities
Alabama
$110K +$110K +2,587 New
PA
172
Parallel Advisors
California
$88.8K +$88.8K +2,089 New
CT
173
Colonial Trust
South Carolina
$58.3K +$58.3K +1,372 New
AWM
174
Aspire Wealth Management
Massachusetts
$55.4K +$25.3K +595 +84%
TWA
175
TCI Wealth Advisors
Arizona
$52.4K -$43.4K -1,020 -45%