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Dimensional Core Fixed Income ETF

202 hedge funds and large institutions have $2.19B invested in Dimensional Core Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 128 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
202
Holders Change
+13
Holders Change %
+6.88%
% of All Funds
3.19%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.62%
New
26
Increased
128
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$3.59K +$3.59K +86 New
CWP
202
Concord Wealth Partners
Virginia
$36
EWA
203
EP Wealth Advisors
California
-$48.2M -1,083,013 Closed
OCM
204
Orion Capital Management
California
-$349K -8,220 Closed
KP
205
Keel Point
Alabama
-$307K -7,215 Closed
WG
206
Watchman Group
Texas
-$263K -6,181 Closed
Renaissance Technologies
207
Renaissance Technologies
New York
-$261K -6,140 Closed
UBS Group
208
UBS Group
Switzerland
-$187K -4,410 Closed
BAM
209
Belpointe Asset Management
Nevada
-$110K -2,588 Closed
TWA
210
TCI Wealth Advisors
Arizona
-$52.4K -1,233 Closed
GWM
211
Grand Wealth Management
Michigan
-$45K -1,058 Closed
GA
212
GoalVest Advisory
New York
-$1.4K -33 Closed
Fidelity Investments
213
Fidelity Investments
Massachusetts
-$43 -1 Closed
ASN
214
Advisory Services Network
Georgia
-$50 -1 Closed