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Dimensional Core Fixed Income ETF

265 hedge funds and large institutions have $3.01B invested in Dimensional Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 123 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+57
Holders Change %
+27.4%
% of All Funds
3.89%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
0.88%
New
76
Increased
123
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
151
Kestra Advisory Services
Texas
$1.53M +$176K +4,150 +13%
UWM
152
USAdvisors Wealth Management
Minnesota
$1.53M +$428K +10,105 +39%
RJA
153
Raymond James & Associates
Florida
$1.51M +$1.51M +35,607 New
CC
154
Copperleaf Capital
North Carolina
$1.49M -$396K -9,345 -21%
FPAS
155
Focus Partners Advisor Solutions
Missouri
$1.44M +$643K +15,155 +81%
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$1.42M -$844K -19,903 -37%
TFM
157
Trademark Financial Management
Minnesota
$1.41M +$1.41M +33,228 New
B
158
Bridgeworth
Alabama
$1.38M +$1.38M +32,588 New
CWR
159
Chico Wealth RIA
California
$1.32M
BA
160
Bridge Advisory
California
$1.28M -$402K -9,489 -24%
Mariner
161
Mariner
Kansas
$1.27M +$136K +3,203 +12%
Creative Planning
162
Creative Planning
Kansas
$1.26M +$1.26M +29,804 New
DADC
163
D.A. Davidson & Co
Montana
$1.26M
SC
164
Shearwater Capital
Colorado
$1.26M +$246K +5,796 +24%
PF
165
Parker Financial
Washington
$1.26M +$540K +12,749 +75%
WA
166
Waverly Advisors
Alabama
$1.2M -$64.4K -1,518 -5%
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$1.2M +$767K +18,099 +178%
RLIM
168
Red Lighthouse Investment Management
New York
$1.19M
IA
169
IFG Advisory
Georgia
$1.09M +$57.7K +1,361 +6%
RJFSA
170
Raymond James Financial Services Advisors
Florida
$1.01M +$1.01M +23,857 New
OA
171
Oceanside Advisors
South Carolina
$1.01M +$1.01M +23,776 New
SDWIA
172
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1M +$172K +4,061 +21%
TC
173
TAGStone Capital
North Carolina
$996K +$996K +23,496 New
GA
174
Greenspring Advisors
Maryland
$958K
SWM
175
Spire Wealth Management
Virginia
$945K +$211K +5,018 +29%