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Dimensional Core Fixed Income ETF

208 hedge funds and large institutions have $2.3B invested in Dimensional Core Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 134 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
3.32%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.69%
New
24
Increased
134
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
176
IHT Wealth Management
Illinois
$311K +$311K +6,702 New
KSWA
177
Kathleen S. Wright Associates
Pennsylvania
$307K
CWM
178
CIBC World Markets
New York
$305K +$305K +7,566 New
IA
179
IFP Advisors
Florida
$296K +$66.2K +1,640 +29%
MC
180
Matisse Capital
Oregon
$291K
RA
181
RFG Advisory
Alabama
$266K +$266K +6,577 New
CAM
182
Concorde Asset Management
Michigan
$254K -$5.29K -131 -2%
TFA
183
Tobias Financial Advisors
Florida
$240K
2L
184
25 LLC
Missouri
$225K +$14.3K +354 +7%
SW
185
Simplicity Wealth
New Jersey
$223K +$223K +5,528 New
GAM
186
Gemmer Asset Management
California
$210K +$210K +5,199 New
MA
187
Mutual Advisors
Nebraska
$208K
TIM
188
Tortoise Investment Management
New York
$202K +$7.43K +184 +4%
GJIA
189
Glass Jacobson Investment Advisors
Maryland
$196K +$2.02K +50 +1%
CPA
190
Cardiff Park Advisors
California
$161K -$247K -6,130 -61%
GWM
191
Grand Wealth Management
Michigan
$149K +$149K +3,698 New
Morgan Stanley
192
Morgan Stanley
New York
$120K +$40.2K +997 +50%
CFGS
193
Concourse Financial Group Securities
Alabama
$104K
AGWCA
194
Annis Gardner Whiting Capital Advisors
Florida
$104K +$104K +2,584 New
AWM
195
Aspire Wealth Management
Massachusetts
$97.9K +$9.49K +235 +11%
Comerica Bank
196
Comerica Bank
Texas
$93.5K +$93.5K +2,315 New
PA
197
Parallel Advisors
California
$84.3K
CAS
198
Coppell Advisory Solutions
Texas
$71.9K -$24.4K -587 -25%
UBS Group
199
UBS Group
Switzerland
$67.9K +$67.9K +1,682 New
LF
200
Lee Financial
Texas
$35.8K