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Dimensional Core Fixed Income ETF

397 hedge funds and large institutions have $5.93B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 241 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
201
Great Valley Advisor Group
Delaware
$3.28M
FG
202
Foster Group
Iowa
$3.18M
ACM
203
AlphaStar Capital Management
North Carolina
$3.16M
TAM
204
TCP Asset Management
Ohio
$3.03M
AA
205
Ancora Advisors
Ohio
$3.01M
PAG
206
Private Advisor Group
New Jersey
$2.99M
SW
207
Schulz Wealth
Texas
$2.98M
CA
208
Clune & Associates
Illinois
$2.97M
CP
209
Canopy Partners
Ohio
$2.95M
PGF
210
Plan Group Financial
Oklahoma
$2.79M
WANY
211
Wealthspire Advisors (New York)
New York
$2.78M
RF
212
rebel Financial
Ohio
$2.66M
BW
213
Balance Wealth
Ohio
$2.63M
PAM
214
Pacific Asset Management
Washington
$2.57M
IPWA
215
International Private Wealth Advisors
California
$2.53M
WN
216
Williams & Novak
California
$2.38M
EH
217
Equitable Holdings
New York
$2.38M
RLIM
218
Red Lighthouse Investment Management
New York
$2.35M
NA
219
NewEdge Advisors
Louisiana
$2.31M
LOPW
220
Live Oak Private Wealth
North Carolina
$2.29M
Creative Planning
221
Creative Planning
Kansas
$2.29M
APW
222
Austin Private Wealth
Texas
$2.28M
AWM
223
Aegis Wealth Management
Maryland
$2.25M
SAI
224
Savvy Advisors Inc
New York
$2.22M
GJIA
225
Glass Jacobson Investment Advisors
Maryland
$2.21M