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Dimensional Core Fixed Income ETF

202 hedge funds and large institutions have $2.19B invested in Dimensional Core Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 128 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+13
Holders Change %
+6.88%
% of All Funds
3.19%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.62%
New
26
Increased
128
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
176
IFP Advisors
Florida
$238K +$6.01K +144 +3%
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$229K +$229K +5,486 New
AF
178
Advisornet Financial
Minnesota
$228K +$224K +5,374 +5,841%
APC
179
Aspire Private Capital
North Carolina
$227K +$227K +5,432 New
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$223K +$223K +5,348 New
2L
181
25 LLC
Missouri
$220K +$82.7K +1,967 +60%
MA
182
Mutual Advisors
Nebraska
$215K -$44.8K -1,073 -17%
HF
183
HRT Financial
New York
$205K +$205K +4,913 New
TIM
184
Tortoise Investment Management
New York
$202K -$81.7K -1,958 -29%
GJIA
185
Glass Jacobson Investment Advisors
Maryland
$200K +$200K +4,799 New
CFGS
186
Concourse Financial Group Securities
Alabama
$108K
CAS
187
Coppell Advisory Solutions
Texas
$96.4K +$96.4K +2,318 New
AWM
188
Aspire Wealth Management
Massachusetts
$91.4K +$37K +887 +68%
PA
189
Parallel Advisors
California
$87.2K
Morgan Stanley
190
Morgan Stanley
New York
$82.8K -$296K -7,100 -78%
CT
191
Colonial Trust
South Carolina
$57.3K
Wells Fargo
192
Wells Fargo
California
$54K +$13.2K +317 +32%
LWM
193
LJI Wealth Management
Indiana
$49.8K +$49.8K +49,784 New
LF
194
Lee Financial
Texas
$37K
BCM
195
Blume Capital Management
California
$33.4K
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$32K +$250 +6 +0.8%
CFD
197
Creative Financial Designs
Indiana
$21K +$42 +1 +0.2%
TWD
198
True Wealth Design
Ohio
$11.1K -$3.01M -72,114 -100%
OLVIG
199
Oliver Lagore Vanvalin Investment Group
Michigan
$4.72K
Citigroup
200
Citigroup
New York
$4.72K +$4.72K +113 New