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Dimensional Core Fixed Income ETF

208 hedge funds and large institutions have $2.3B invested in Dimensional Core Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 134 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
3.32%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.69%
New
24
Increased
134
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFT
201
Moisand Fitzgerald Tamayo
Florida
$24.9K +$24.9K +616 New
GA
202
GoalVest Advisory
New York
$24.5K +$24.5K +606 New
OCM
203
Orion Capital Management
California
$15.1K +$15.1K +374 New
CFD
204
Creative Financial Designs
Indiana
$14.1K -$6.18K -153 -30%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$12K -$19.3K -474 -62%
OLVIG
206
Oliver Lagore Vanvalin Investment Group
Michigan
$6.22K +$1.66K +41 +36%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$40 +$40 +1 New
CWP
208
Concord Wealth Partners
Virginia
$35
Wells Fargo
209
Wells Fargo
California
$4 -$54K -1,294 Closed
WAS
210
WESPAC Advisors SoCal
California
-$2.61M -62,500 Closed
LWM
211
LJI Wealth Management
Indiana
-$49.8K -49,784 Closed
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
-$1.84M -44,133 Closed
RJFSA
213
Raymond James Financial Services Advisors
Florida
-$1.14M -27,385 Closed
DWM
214
Drive Wealth Management
Utah
-$1.07M -25,683 Closed
CW
215
CreativeOne Wealth
Kansas
-$358K -8,587 Closed
Creative Planning
216
Creative Planning
Kansas
-$350K -8,377 Closed
FPCG
217
Forum Private Client Group
Indiana
-$312K -7,476 Closed
BTWM
218
Baker Tilly Wealth Management
Wisconsin
-$282K -6,760 Closed
HF
219
HRT Financial
New York
-$205K -4,913 Closed
CT
220
Colonial Trust
South Carolina
-$57.3K -1,372 Closed
TWD
221
True Wealth Design
Ohio
-$11.1K -265 Closed
Citigroup
222
Citigroup
New York
-$4.72K -113 Closed
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
-$3.59K -86 Closed