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Dimensional Core Fixed Income ETF

402 hedge funds and large institutions have $6.02B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 244 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
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
IIA
151
Integrity Investment Advisors
Colorado
$6.83M
AWA
152
Acorn Wealth Advisors
Michigan
$6.8M
HIG
153
Heritage Investment Group
Florida
$6.75M
BFG
154
Berger Financial Group
Minnesota
$6.69M
BHWM
155
Bay Harbor Wealth Management
Maryland
$6.66M
CA
156
CGN Advisors
Kansas
$6.65M
PF
157
Parker Financial
Washington
$6.62M
HA
158
Herold Advisors
New York
$6.51M
CW
159
CreativeOne Wealth
Kansas
$6.49M
WCM
160
Winebrenner Capital Management
Kentucky
$6.43M
SWP
161
Stratos Wealth Partners
Ohio
$6.27M
EWA
162
EverSource Wealth Advisors
Alabama
$6.12M
CC
163
Citrine Capital
California
$6.07M
BCI
164
Brinker Capital Investments
Pennsylvania
$5.92M
SFS
165
Sowell Financial Services
Arkansas
$5.9M
TIAM2
166
Tru Independence Asset Management 2
Oregon
$5.78M
SIS
167
Strategic Investment Solutions
Illinois
$5.64M
PWIA
168
Porter White Investment Advisors
Alabama
$5.47M
SW
169
Simplicity Wealth
New Jersey
$5.42M
SHFA
170
SC&H Financial Advisors
Maryland
$5.42M
LI
171
LVZ Inc
Michigan
$5.34M
FWS
172
FinDec Wealth Services
California
$5.32M
CL
173
CLG LLC
California
$5.11M
VPF
174
Vantage Point Financial
Illinois
$5.02M
SDWIA
175
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5M