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Dimensional Core Fixed Income ETF

265 hedge funds and large institutions have $3.01B invested in Dimensional Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 123 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+57
Holders Change %
+27.4%
% of All Funds
3.89%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
0.88%
New
76
Increased
123
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
176
Simplicity Solutions
Minnesota
$945K +$221K +5,222 +31%
GTAM
177
Global Trust Asset Management
Florida
$917K -$211K -4,980 -19%
TFP
178
Triune Financial Partners
Kansas
$905K +$15.9K +374 +2%
SIS
179
Strategic Investment Solutions
Illinois
$902K -$35.1M -826,765 -97%
GVAG
180
Great Valley Advisor Group
Delaware
$874K +$60.1K +1,417 +7%
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$840K +$345K +8,143 +70%
OFA
182
Onyx Financial Advisors
Idaho
$807K +$12.4K +292 +2%
AIS
183
American Investment Services
Massachusetts
$801K +$288K +6,797 +56%
CTWM
184
Cherry Tree Wealth Management
Minnesota
$779K +$779K +18,384 New
PHWM
185
Pine Harbor Wealth Management
Maryland
$715K +$715K +16,857 New
EWA
186
Elevate Wealth Advisory
Georgia
$706K +$706K +16,655 New
WP
187
WealthShield Partners
North Carolina
$697K -$86.7K -2,045 -11%
MWM
188
Modera Wealth Management
New Jersey
$682K +$10.9K +256 +2%
FOA
189
Five Oceans Advisors
California
$678K -$22.6K -534 -3%
LEFP
190
Leading Edge Financial Planning
Tennessee
$654K -$75.5K -1,780 -10%
TC
191
TownSquare Capital
Utah
$635K -$399K -9,406 -39%
Envestnet Portfolio Solutions
192
Envestnet Portfolio Solutions
Illinois
$632K +$62.8K +1,481 +11%
AF
193
Advisornet Financial
Minnesota
$626K +$296K +6,975 +89%
ELM
194
Elite Life Management
Florida
$619K +$619K +14,599 New
BIG
195
Builder Investment Group
Georgia
$612K +$5.6K +132 +0.9%
DWM
196
Drive Wealth Management
Utah
$597K +$597K +14,071 New
BFA
197
Beacon Financial Advisory
Ohio
$590K +$2.54K +60 +0.4%
FCM
198
Family Capital Management
Michigan
$585K +$585K +13,800 New
RJT
199
Raymond James Trust
Florida
$583K
IA
200
IFP Advisors
Florida
$570K +$259K +6,112 +83%