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Dimensional Core Fixed Income ETF

265 hedge funds and large institutions have $3.01B invested in Dimensional Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 123 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+57
Holders Change %
+27.4%
% of All Funds
3.89%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
0.88%
New
76
Increased
123
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VHAM
201
Van Hulzen Asset Management
California
$570K +$13K +306 +2%
IAG
202
Investment Advisory Group
Massachusetts
$552K +$552K +13,010 New
EH
203
Equitable Holdings
New York
$550K +$550K +12,972 New
Renaissance Technologies
204
Renaissance Technologies
New York
$520K +$520K +12,271 New
GWA
205
Geometric Wealth Advisors
District of Columbia
$489K +$489K +11,531 New
BWG
206
Beta Wealth Group
California
$479K -$129K -3,042 -21%
CWM
207
CIBC World Markets
New York
$451K +$130K +3,077 +41%
MRWM
208
ML&R Wealth Management
Texas
$445K +$445K +10,501 New
HA
209
Herold Advisors
New York
$429K +$429K +10,111 New
FFWA
210
Forthright Family Wealth Advisory
Texas
$418K +$418K +9,865 New
PFBT
211
Parkside Financial Bank & Trust
Missouri
$383K
PF
212
Penney Financial
Texas
$363K +$363K +8,570 New
CAN
213
Cetera Advisor Networks
California
$360K +$360K +8,494 New
PWA
214
Physician Wealth Advisors
Utah
$342K +$379 +9 +0.1%
ALWM
215
Andrews Lucia Wealth Management
California
$331K -$26.2K -619 -7%
GJIA
216
Glass Jacobson Investment Advisors
Maryland
$330K +$125K +2,939 +61%
FPCG
217
Forum Private Client Group
Indiana
$318K +$318K +7,508 New
FIM
218
Freedom Investment Management
Connecticut
$315K +$315K +7,422 New
SOS
219
Silver Oak Securities
Tennessee
$313K +$313K +7,388 New
MC
220
Matisse Capital
Oregon
$305K
EC
221
Eaton-Cambridge
Arizona
$299K +$299K +7,045 New
JWCA
222
J.W. Cole Advisors
Florida
$298K +$298K +7,024 New
Cetera Investment Advisers
223
Cetera Investment Advisers
Illinois
$296K +$296K +6,988 New
ACC
224
Acorn Creek Capital
Colorado
$287K +$287K +6,771 New
HSG
225
Helen Stephens Group
Texas
$279K +$279K +6,580 New