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Dimensional Core Fixed Income ETF

394 hedge funds and large institutions have $4.85B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 217 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
5.28%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
29
Increased
217
Reduced
119
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWIA
176
Porter White Investment Advisors
Alabama
$4.53M +$333K +7,890 +8%
AF
177
Advisornet Financial
Minnesota
$4.5M +$349K +8,248 +8%
LI
178
LVZ Inc
Michigan
$4.5M +$98.1K +2,321 +2%
SWM
179
SpringVest Wealth Management
Texas
$4.47M +$105K +2,484 +2%
Stifel Financial
180
Stifel Financial
Missouri
$4.45M +$16.7K +394 +0.4%
Focus Partners Wealth
181
Focus Partners Wealth
Massachusetts
$4.37M -$230K -5,435 -5%
AC
182
Applied Capital
Arkansas
$4.26M -$333K -7,873 -7%
HKIMG
183
Hutchens & Kramer Investment Management Group
Indiana
$4.22M -$1.2M -28,336 -22%
MG
184
Mather Group
Illinois
$4.21M +$4.21M +99,549 New
SDWIA
185
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.13M +$620K +14,666 +18%
PGF
186
Plan Group Financial
Oklahoma
$4.11M -$1.61M -38,131 -28%
NWM
187
Northwest Wealth Management
Iowa
$4.08M -$25.7K -608 -0.6%
HIGP
188
Hill Investment Group Partners
Missouri
$3.97M -$125K -2,955 -3%
NWM
189
Navigoe Wealth Management
California
$3.97M -$90.6K -2,144 -2%
FFG
190
First Financial Group
North Carolina
$3.95M +$787K +18,612 +25%
IA
191
IFG Advisory
Georgia
$3.94M +$642K +15,193 +19%
AWMNY
192
Arcadia Wealth Management (New York)
New York
$3.9M +$202K +4,771 +5%
DWM
193
DecisionMap Wealth Management
Virginia
$3.69M -$166K -3,933 -4%
CW
194
Curio Wealth
Maryland
$3.58M +$3.58M +84,633 +47,018%
CMP
195
Coston McIsaac & Partners
Maine
$3.44M +$556K +13,154 +19%
ACA
196
Aptus Capital Advisors
Alabama
$3.36M +$188K +4,452 +6%
GWANC
197
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.36M +$210K +4,961 +7%
GVAG
198
Great Valley Advisor Group
Delaware
$3.25M -$905K -21,416 -22%
E
199
EntreWealth
Texas
$3.21M +$1.19M +28,241 +59%
FG
200
Foster Group
Iowa
$3.19M +$1.98M +46,916 +164%