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Dimensional Core Fixed Income ETF

282 hedge funds and large institutions have $3.19B invested in Dimensional Core Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 165 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+17
Holders Change %
+6.42%
% of All Funds
4.09%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
0.9%
New
36
Increased
165
Reduced
66
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
201
Elevate Wealth Advisory
Georgia
$664K -$34.4K -820 -5%
Envestnet Portfolio Solutions
202
Envestnet Portfolio Solutions
Illinois
$650K +$24.7K +589 +4%
BIG
203
Builder Investment Group
Georgia
$649K +$43K +1,024 +7%
FS
204
Financial Symmetry
North Carolina
$647K +$647K +15,427 New
DPI
205
Diversified Portfolios Inc
Michigan
$646K +$392K +9,348 +155%
CP
206
Canopy Partners
Ohio
$602K +$602K +14,348 New
VHAM
207
Van Hulzen Asset Management
California
$600K +$35.3K +841 +6%
BFA
208
Beacon Financial Advisory
Ohio
$581K -$2.64K -63 -0.5%
RJT
209
Raymond James Trust
Florida
$572K -$4.91K -117 -0.9%
FOA
210
Five Oceans Advisors
California
$553K -$118K -2,811 -18%
BWG
211
Beta Wealth Group
California
$533K +$59.4K +1,415 +13%
IA
212
IFP Advisors
Florida
$524K -$40.5K -966 -7%
SPC
213
Sigma Planning Corp
Michigan
$519K +$294K +7,017 +131%
LG
214
LAM Group
Oregon
$503K +$474K +11,305 +1,650%
DWM
215
Drive Wealth Management
Utah
$491K -$99.8K -2,378 -17%
FFWA
216
Forthright Family Wealth Advisory
Texas
$488K +$74.3K +1,771 +18%
CAN
217
Cetera Advisor Networks
California
$477K +$121K +2,873 +34%
GWA
218
Geometric Wealth Advisors
District of Columbia
$457K -$26.8K -638 -6%
Renaissance Technologies
219
Renaissance Technologies
New York
$449K -$65.9K -1,571 -13%
PF
220
Penney Financial
Texas
$443K +$83.3K +1,985 +23%
MRWM
221
ML&R Wealth Management
Texas
$420K -$20.9K -499 -5%
CW
222
CreativeOne Wealth
Kansas
$408K +$408K +9,720 New
PFBT
223
Parkside Financial Bank & Trust
Missouri
$378K
SW
224
Schulz Wealth
Texas
$364K +$364K +8,677 New
AWM
225
Apollon Wealth Management
South Carolina
$359K +$359K +8,567 New