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Dimensional Core Fixed Income ETF

208 hedge funds and large institutions have $2.3B invested in Dimensional Core Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 134 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
3.32%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.69%
New
24
Increased
134
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$692K +$211K +5,220 +44%
SS
152
Simplicity Solutions
Minnesota
$689K -$84.5K -2,092 -11%
PF
153
Parker Financial
Washington
$682K +$682K +16,892 New
FOA
154
Five Oceans Advisors
California
$667K +$1.78K +44 +0.3%
MWM
155
Modera Wealth Management
New Jersey
$639K
BWG
156
Beta Wealth Group
California
$579K -$59.4K -1,472 -9%
BIG
157
Builder Investment Group
Georgia
$578K +$52.2K +1,293 +10%
BFA
158
Beacon Financial Advisory
Ohio
$559K +$28.2K +698 +5%
RJT
159
Raymond James Trust
Florida
$555K +$49.3K +1,220 +10%
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$542K +$542K +13,423 New
VHAM
161
Van Hulzen Asset Management
California
$531K +$21.2K +525 +4%
FFA
162
Farther Finance Advisors
California
$516K +$169K +4,178 +49%
VFP
163
Verus Financial Partners
Virginia
$495K +$247K +6,131 +100%
AIS
164
American Investment Services
Massachusetts
$489K +$11.5K +285 +2%
SPC
165
Sigma Planning Corp
Michigan
$473K +$473K +11,717 New
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$472K +$256K +6,332 +118%
PWMG
167
Pioneer Wealth Management Group
Texas
$452K -$222K -5,488 -33%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$409K +$9K +223 +2%
MFG
169
Mendota Financial Group
Wisconsin
$372K -$232K -5,755 -38%
PFBT
170
Parkside Financial Bank & Trust
Missouri
$364K
APC
171
Aspire Private Capital
North Carolina
$348K +$128K +3,181 +59%
ALWM
172
Andrews Lucia Wealth Management
California
$340K +$9.81K +243 +3%
PWA
173
Physician Wealth Advisors
Utah
$328K +$11.2K +277 +4%
BCG
174
Breakwater Capital Group
New Jersey
$326K -$467K -11,693 -59%
AF
175
Advisornet Financial
Minnesota
$315K +$94K +2,329 +43%