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Dimensional Core Fixed Income ETF

400 hedge funds and large institutions have $4.58B invested in Dimensional Core Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.43%
Holding in Top 10
103
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.96%
% of All Funds
1.4%
New
37
Increased
221
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PF
151
Parker Financial
Washington
$5.87M +$609K +14,479 +12%
PGF
152
Plan Group Financial
Oklahoma
$5.7M +$562K +13,373 +11%
CW
153
CreativeOne Wealth
Kansas
$5.68M +$522K +12,406 +10%
CC
154
Citrine Capital
California
$5.64M -$41K -974 -0.7%
BHWM
155
Bay Harbor Wealth Management
Maryland
$5.59M +$127K +3,023 +2%
HKIMG
156
Hutchens & Kramer Investment Management Group
Indiana
$5.39M -$185K -4,406 -3%
SWA
157
Sterling Wealth Advisors
Florida
$5.35M -$217K -5,150 -4%
SW
158
Simplicity Wealth
New Jersey
$5.19M +$4.04M +96,113 +352%
SFS
159
Sowell Financial Services
Arkansas
$5.16M -$27.4K -651 -0.5%
SIAG
160
Safeguard Investment Advisory Group
California
$4.96M -$190K -4,526 -4%
CW
161
Curio Wealth
Maryland
$4.82M -$3.11B -116,212 -100%
FWS
162
FinDec Wealth Services
California
$4.7M -$4.17M -99,044 -47%
WCM
163
Winebrenner Capital Management
Kentucky
$4.63M +$562K +13,369 +14%
AAP
164
Arax Advisory Partners
Colorado
$4.6M -$25.5M -605,547 -85%
HWM
165
HFG Wealth Management
Texas
$4.59M +$411K +9,961 +10%
Focus Partners Wealth
166
Focus Partners Wealth
Massachusetts
$4.58M -$430K -10,213 -9%
AC
167
Applied Capital
Arkansas
$4.57M -$189K -4,483 -4%
VPF
168
Vantage Point Financial
Illinois
$4.51M +$379K +9,015 +9%
Stifel Financial
169
Stifel Financial
Missouri
$4.41M +$505K +12,018 +13%
LI
170
LVZ Inc
Michigan
$4.38M -$468K -11,122 -10%
SWM
171
SpringVest Wealth Management
Texas
$4.34M +$259K +6,151 +6%
SHFA
172
SC&H Financial Advisors
Maryland
$4.34M +$473K +11,238 +12%
CL
173
CLG LLC
California
$4.32M +$331K +7,873 +8%
BFG
174
Berger Financial Group
Minnesota
$4.29M +$2.1M +50,032 +96%
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$4.2M +$2.34M +55,646 +126%