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Dimensional Core Fixed Income ETF

478 hedge funds and large institutions have $7.53B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 297 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 100

135% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $6.6B → $7.53B (+$928M)

11% more funds holding in top 10

Funds holding in top 10: 110122 (+12)

4% more funds holding

Funds holding: 458478 (+20)

3.27% more ownership

Funds ownership: 74.96%78.24% (+3.3%)

Holders
478
Holders Change
+20
Holders Change %
+4.37%
% of All Funds
5.89%
Holding in Top 10
122
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.91%
% of All Funds
1.5%
New
54
Increased
297
Reduced
100
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$9.39M +$6.97M +163,342 +277%
FF
152
Foundry Financial
California
$9.32M +$2.89M +67,786 +44%
PCA
153
Prosperity Capital Advisors
Ohio
$9.27M +$711K +16,663 +8%
Focus Partners Wealth
154
Focus Partners Wealth
Massachusetts
$9.09M +$225K +5,266 +3%
AFA
155
AA Financial Advisors
Ohio
$8.7M +$8.79M +206,004 New
EC
156
Estate Counselors
Wisconsin
$8.69M +$8.78M +205,869 New
BHWA
157
Beacon Harbor Wealth Advisors
Virginia
$8.62M +$384K +9,004 +5%
MWM
158
Modera Wealth Management
New Jersey
$8.62M -$155K -3,626 -2%
SWA
159
Sax Wealth Advisors
New Jersey
$8.28M
SIC
160
SJS Investment Consulting
Ohio
$8.11M +$13.1K +307 +0.2%
HIG
161
Heritage Investment Group
Florida
$8.03M +$1.21M +28,440 +18%
BHWM
162
Bay Harbor Wealth Management
Maryland
$7.91M +$962K +22,545 +14%
FFG
163
First Financial Group
North Carolina
$7.89M +$3.47M +81,285 +77%
MW
164
Marrick Wealth
California
$7.8M -$26.7K -626 -0.3%
WP
165
Wealthspan Partners
Iowa
$7.52M +$160K +3,741 +2%
KFAS
166
Keating Financial Advisory Services
Kansas
$7.52M +$2.55M +59,694 +50%
LI
167
LVZ Inc
Michigan
$7.48M +$1.08M +25,268 +17%
ARA
168
Approach Retirement Advisors
Alabama
$7.4M +$952K +22,318 +15%
VFP
169
Vested Financial Planning
California
$7.36M +$159K +3,722 +2%
PF
170
Parker Financial
Washington
$7.36M +$659K +15,451 +10%
SPI
171
Sutton Place Investors
New York
$7.35M -$523K -12,251 -7%
HA
172
Herold Advisors
New York
$7.35M +$722K +16,932 +11%
AIA
173
AssuredPartners Investment Advisors
Florida
$7.29M -$87.8K -2,057 -1%
CA
174
CGN Advisors
Kansas
$7.14M +$494K +11,578 +7%
AWM
175
Austin Wealth Management
Texas
$7.12M -$5.66M -132,644 -44%