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Dimensional Core Fixed Income ETF

301 hedge funds and large institutions have $3.54B invested in Dimensional Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+19
Holders Change %
+6.74%
% of All Funds
4.38%
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
39
Increased
171
Reduced
73
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFM
151
Forum Financial Management
Illinois
$2.04M -$13.5M -325,899 -87%
CWM
152
CIBC World Markets
New York
$2.02M +$43.2K +1,039 +2%
QFA
153
Quantum Financial Advisors
California
$2.02M -$96.7K -2,328 -5%
Creative Planning
154
Creative Planning
Kansas
$2.01M +$407K +9,788 +25%
AWMNH
155
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.95M +$23.3K +562 +1%
Mariner
156
Mariner
Kansas
$1.93M -$145K -3,496 -7%
MFC
157
Morris Financial Concepts
South Carolina
$1.86M +$71.8K +1,729 +4%
FWM
158
Forza Wealth Management
Florida
$1.78M
TAM
159
TCP Asset Management
Ohio
$1.72M +$39.2K +944 +2%
ACP
160
Aveo Capital Partners
Colorado
$1.69M -$31.6K -761 -2%
TC
161
TAGStone Capital
North Carolina
$1.68M -$170K -4,081 -9%
RA
162
RFG Advisory
Alabama
$1.63M +$95.1K +2,290 +6%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$1.59M +$245K +5,903 +18%
HH
164
Hilltop Holdings
Texas
$1.59M -$149K -3,575 -9%
AF
165
Advisornet Financial
Minnesota
$1.58M +$263K +6,336 +20%
LEFP
166
Leading Edge Financial Planning
Tennessee
$1.57M +$872K +21,003 +126%
Envestnet Portfolio Solutions
167
Envestnet Portfolio Solutions
Illinois
$1.54M +$898K +21,614 +140%
IA
168
IFG Advisory
Georgia
$1.53M +$388K +9,350 +34%
BDWCC
169
B&D White Capital Company
Texas
$1.52M -$7.15K -172 -0.5%
SCM
170
Saxony Capital Management
Missouri
$1.51M -$921K -22,163 -38%
FS
171
Financial Symmetry
North Carolina
$1.51M +$868K +20,897 +135%
FWP
172
Firethorn Wealth Partners
Georgia
$1.5M -$441K -10,620 -23%
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$1.49M -$614K -14,778 -29%
VFP
174
Verus Financial Partners
Virginia
$1.49M -$194K -4,673 -12%
SC
175
Shearwater Capital
Colorado
$1.45M +$66K +1,588 +5%