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Dimensional Core Fixed Income ETF

317 hedge funds and large institutions have $3.69B invested in Dimensional Core Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 184 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+16
Holders Change %
+5.32%
% of All Funds
4.59%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1%
New
35
Increased
184
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SDWIA
151
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.04M +$1.63M +37,680 +116%
HIG
152
Heritage Investment Group
Florida
$2.79M +$183K +4,231 +7%
KAS
153
Kestra Advisory Services
Texas
$2.68M -$262K -6,057 -9%
HPM
154
Hoxton Planning & Management
West Virginia
$2.53M +$2.53M +58,495 New
BCI
155
Brinker Capital Investments
Pennsylvania
$2.51M -$82.5K -1,910 -3%
OPS
156
Orion Portfolio Solutions
Nebraska
$2.51M -$82.5K -1,910 -3%
RLIM
157
Red Lighthouse Investment Management
New York
$2.38M
AWA
158
Arkadios Wealth Advisors
Georgia
$2.35M -$518K -11,982 -18%
MCA
159
MSH Capital Advisors
Arizona
$2.26M +$124K +2,878 +6%
LA
160
LexAurum Advisors
Kansas
$2.22M +$94.8K +2,196 +4%
FS
161
Financial Symmetry
North Carolina
$2.19M +$618K +14,312 +39%
UWM
162
USAdvisors Wealth Management
Minnesota
$2.18M -$43.1K -996 -2%
AWM
163
Arista Wealth Management
Nevada
$2.15M -$70.4K -1,630 -3%
Creative Planning
164
Creative Planning
Kansas
$2.13M +$35.8K +829 +2%
AWMNH
165
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.12M +$92.6K +2,143 +5%
FFM
166
Forum Financial Management
Illinois
$2.12M -$1.25K -29 -0.1%
TAM
167
TCP Asset Management
Ohio
$2.02M +$229K +5,296 +13%
QFA
168
Quantum Financial Advisors
California
$2.01M -$82.7K -1,914 -4%
WANY
169
Wealthspire Advisors (New York)
New York
$2M +$2M +46,260 New
AF
170
Advisornet Financial
Minnesota
$1.97M +$328K +7,591 +20%
LEFP
171
Leading Edge Financial Planning
Tennessee
$1.96M +$335K +7,763 +21%
MFC
172
Morris Financial Concepts
South Carolina
$1.93M -$3.37K -78 -0.2%
Kovitz Investment Group Partners
173
Kovitz Investment Group Partners
Illinois
$1.89M +$1.89M +43,730 New
MWA
174
Mills Wealth Advisors
Texas
$1.88M -$730K -16,905 -28%
FWM
175
Forza Wealth Management
Florida
$1.86M