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Dimensional Core Fixed Income ETF

202 hedge funds and large institutions have $2.19B invested in Dimensional Core Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 128 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+13
Holders Change %
+6.88%
% of All Funds
3.19%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.62%
New
26
Increased
128
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
151
Mendota Financial Group
Wisconsin
$624K +$126K +3,015 +25%
SWM
152
Spire Wealth Management
Virginia
$588K +$13.5K +323 +2%
BFA
153
Beacon Financial Advisory
Ohio
$549K +$45.5K +1,091 +9%
BIG
154
Builder Investment Group
Georgia
$543K +$103K +2,472 +23%
VHAM
155
Van Hulzen Asset Management
California
$527K +$7.68K +184 +1%
RJT
156
Raymond James Trust
Florida
$523K
US Bancorp
157
US Bancorp
Minnesota
$497K
AIS
158
American Investment Services
Massachusetts
$493K +$72.2K +1,729 +17%
CPA
159
Cardiff Park Advisors
California
$422K +$2.63K +63 +0.6%
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$414K +$157K +3,758 +61%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$376K +$376K +9,022 New
FFA
162
Farther Finance Advisors
California
$359K +$248K +5,931 +221%
CW
163
CreativeOne Wealth
Kansas
$358K +$358K +8,587 New
Creative Planning
164
Creative Planning
Kansas
$350K +$350K +8,377 New
ALWM
165
Andrews Lucia Wealth Management
California
$341K +$43.7K +1,047 +15%
TC
166
TownSquare Capital
Utah
$333K -$64.9K -1,555 -16%
PWA
167
Physician Wealth Advisors
Utah
$327K
IWA
168
Intercontinental Wealth Advisors
Texas
$323K -$26K -622 -7%
KSWA
169
Kathleen S. Wright Associates
Pennsylvania
$317K +$317K +7,600 New
FPCG
170
Forum Private Client Group
Indiana
$312K
MC
171
Matisse Capital
Oregon
$300K
BTWM
172
Baker Tilly Wealth Management
Wisconsin
$282K
CAM
173
Concorde Asset Management
Michigan
$268K +$268K +6,412 New
VFP
174
Verus Financial Partners
Virginia
$255K +$2.79K +67 +1%
TFA
175
Tobias Financial Advisors
Florida
$248K +$248K +5,954 New