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Dimensional Core Fixed Income ETF

301 hedge funds and large institutions have $3.54B invested in Dimensional Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+19
Holders Change %
+6.74%
% of All Funds
4.38%
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
39
Increased
171
Reduced
73
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
176
Evanson Asset Management
California
$1.45M +$5.32K +128 +0.4%
ELM
177
Elite Life Management
Florida
$1.45M +$577K +13,900 +66%
SIC
178
Samalin Investment Counsel
New York
$1.43M +$21.6K +519 +2%
SWM
179
Sterling Wealth Management
Illinois
$1.42M +$1.42M +34,109 New
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$1.41M +$208K +5,011 +17%
FSWA
181
Financial Synergies Wealth Advisors
Texas
$1.41M -$11.7M -281,735 -89%
FG
182
Foster Group
Iowa
$1.37M -$39.6K -953 -3%
EWA
183
EverSource Wealth Advisors
Alabama
$1.37M -$536K -12,660 -28%
SDWIA
184
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.35M +$186K +4,473 +16%
VPWA
185
Vestia Personal Wealth Advisors
Indiana
$1.34M +$1.34M +32,290 New
CP
186
Canopy Partners
Ohio
$1.33M +$735K +17,693 +123%
CWR
187
Chico Wealth RIA
California
$1.3M
EH
188
Equitable Holdings
New York
$1.28M +$76.9K +1,851 +6%
TWCA
189
Two West Capital Advisors
Kansas
$1.19M +$1.19M +28,571 New
SW
190
Simplicity Wealth
New Jersey
$1.18M +$111K +2,679 +10%
GJIA
191
Glass Jacobson Investment Advisors
Maryland
$1.16M +$359K +8,639 +45%
FTUS
192
Flow Traders U.S.
New York
$1.16M -$533K -12,836 -32%
DADC
193
D.A. Davidson & Co
Montana
$1.14M -$72K -1,733 -6%
Cetera Investment Advisers
194
Cetera Investment Advisers
Illinois
$1.08M +$247K +5,955 +30%
OFA
195
Onyx Financial Advisors
Idaho
$1.06M -$20.5K -494 -2%
WDG
196
Wealth Dimensions Group
Ohio
$1.03M +$686K +16,519 +200%
FCM
197
Family Capital Management
Michigan
$979K +$192K +4,619 +24%
BOSSRA
198
B.O.S.S. Retirement Advisors
Utah
$908K -$50.8K -1,222 -5%
TFP
199
Triune Financial Partners
Kansas
$904K +$10.7K +257 +1%
CTWM
200
Cherry Tree Wealth Management
Minnesota
$888K +$51.7K +1,245 +6%