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Dimensional Core Fixed Income ETF

397 hedge funds and large institutions have $4.87B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 219 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
100
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BH
151
Burk Holdings
Oklahoma
$6.2M
SWP
152
Stratos Wealth Partners
Ohio
$6.17M
IIA
153
Integrity Investment Advisors
Colorado
$6.13M
CW
154
CreativeOne Wealth
Kansas
$6.06M
SIS
155
Strategic Investment Solutions
Illinois
$6M
CC
156
Citrine Capital
California
$5.91M
BHWM
157
Bay Harbor Wealth Management
Maryland
$5.87M
BFG
158
Berger Financial Group
Minnesota
$5.84M
WCM
159
Winebrenner Capital Management
Kentucky
$5.77M
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$5.68M
TIAM2
161
Tru Independence Asset Management 2
Oregon
$5.47M
HA
162
Herold Advisors
New York
$5.46M
SWGC
163
Summit Wealth Group (Colorado)
Colorado
$5.4M
BCI
164
Brinker Capital Investments
Pennsylvania
$5.4M
SWA
165
Sterling Wealth Advisors
Florida
$5.37M
SFS
166
Sowell Financial Services
Arkansas
$5.28M
RWM
167
Ruedi Wealth Management
Illinois
$5.14M
FWS
168
FinDec Wealth Services
California
$5.05M
EWA
169
EverSource Wealth Advisors
Alabama
$5.02M
SIAG
170
Safeguard Investment Advisory Group
California
$4.98M
HWM
171
HFG Wealth Management
Texas
$4.77M
VPF
172
Vantage Point Financial
Illinois
$4.75M
SHFA
173
SC&H Financial Advisors
Maryland
$4.59M
AAP
174
Arax Advisory Partners
Colorado
$4.59M
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$4.56M