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Dimensional Core Fixed Income ETF

394 hedge funds and large institutions have $4.85B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 217 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
5.29%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
29
Increased
217
Reduced
119
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
201
Kestra Advisory Services
Texas
$3.14M +$322K +7,616 +11%
AA
202
Ancora Advisors
Ohio
$3.08M -$168K -3,983 -5%
MMPW
203
Mitchell McLeod Pugh & Williams
Alabama
$2.96M +$1.4M +33,137 +90%
PAG
204
Private Advisor Group
New Jersey
$2.95M +$8.24K +195 +0.3%
WAN
205
Wealth Advisors Northwest
Oregon
$2.93M +$644K +15,242 +28%
CP
206
Canopy Partners
Ohio
$2.87M -$329K -7,790 -10%
SEIA
207
Signature Estate & Investment Advisors
California
$2.87M +$184K +4,346 +7%
CA
208
Clune & Associates
Illinois
$2.82M +$531K +12,554 +23%
TAM
209
TCP Asset Management
Ohio
$2.8M +$262K +6,193 +10%
WANY
210
Wealthspire Advisors (New York)
New York
$2.74M +$1.22M +28,917 +80%
Northern Trust
211
Northern Trust
Illinois
$2.71M +$2.71M +64,124 New
BW
212
Balance Wealth
Ohio
$2.57M +$1.29M +30,511 +101%
AWA
213
Arkadios Wealth Advisors
Georgia
$2.56M -$240K -5,688 -9%
RF
214
rebel Financial
Ohio
$2.54M +$2.54M +60,222 New
AWM
215
Aegis Wealth Management
Maryland
$2.54M
NA
216
NewEdge Advisors
Louisiana
$2.52M -$344K -8,149 -12%
PAM
217
Pacific Asset Management
Washington
$2.5M +$24.5K +579 +1%
Kovitz Investment Group Partners
218
Kovitz Investment Group Partners
Illinois
$2.38M -$369K -8,723 -13%
RLIM
219
Red Lighthouse Investment Management
New York
$2.32M +$1.14M +27,000 +96%
AWMNH
220
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.32M +$133K +3,150 +6%
VPWA
221
Vestia Personal Wealth Advisors
Indiana
$2.26M +$37.3K +884 +2%
AHL
222
Abel Hall LLC
Louisiana
$2.23M -$64.5K -1,526 -3%
EH
223
Equitable Holdings
New York
$2.22M +$314K +7,436 +16%
SA
224
Stewardship Advisors
Pennsylvania
$2.22M +$14.9K +352 +0.7%
Creative Planning
225
Creative Planning
Kansas
$2.17M -$605K -14,318 -22%