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Dimensional Core Fixed Income ETF

189 hedge funds and large institutions have $1.84B invested in Dimensional Core Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
3.03%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.59%
New
40
Increased
108
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GWM
176
Grand Wealth Management
Michigan
$45K 1,058
Wells Fargo
177
Wells Fargo
California
$41.5K 977 +977 New
LF
178
Lee Financial
Texas
$37.7K 886 +283 +47%
BCM
179
Blume Capital Management
California
$34K 800 +200 +33%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$32K 762 -8 -1%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$30.5K 717,213 +392,497 +121%
CFD
182
Creative Financial Designs
Indiana
$21.4K 502
BHWM
183
Beaird Harris Wealth Management
Texas
$10.4K 244 +244 New
OLVIG
184
Oliver Lagore Vanvalin Investment Group
Michigan
$4.8K 113 +113 New
AF
185
Advisornet Financial
Minnesota
$3.91K 92
GA
186
GoalVest Advisory
New York
$1.4K 33 +33 New
ASN
187
Advisory Services Network
Georgia
$50 1
Fidelity Investments
188
Fidelity Investments
Massachusetts
$43 1
CWP
189
Concord Wealth Partners
Virginia
$36 1 -2 -67%
GWA
190
Geometric Wealth Advisors
District of Columbia
-7,466 Closed
FFM
191
Flagstone Financial Management
Nebraska
-7,239 Closed
SPA
192
Shore Point Advisors
New Jersey
-6,265 Closed
TWP
193
Tempus Wealth Planning
California
-6,004 Closed
HighTower Advisors
194
HighTower Advisors
Illinois
-5,447 Closed
TCA
195
Transcend Capital Advisors
New Jersey
-5,288 Closed
CAM
196
Concorde Asset Management
Michigan
-4,947 Closed
CAS
197
Coppell Advisory Solutions
Texas
-1,731 Closed
CASC
198
Coppell Advisory Solutions Corp
Texas
-1,731 Closed
BCMIO
199
Beacon Capital Management Inc (Ohio)
Ohio
-78 Closed
BAM
200
Baldrige Asset Management
Pennsylvania