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Dimensional Core Fixed Income ETF

301 hedge funds and large institutions have $3.54B invested in Dimensional Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+19
Holders Change %
+6.74%
% of All Funds
4.38%
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
39
Increased
171
Reduced
73
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GTAM
201
Global Trust Asset Management
Florida
$879K +$166 +4 +0%
SWM
202
Spire Wealth Management
Virginia
$877K +$3.37K +81 +0.4%
AWM
203
Ariadne Wealth Management
California
$869K +$869K +20,919 New
HSG
204
Helen Stephens Group
Texas
$857K +$112K +2,708 +15%
OA
205
Oceanside Advisors
South Carolina
$846K -$95.9K -2,308 -10%
SAM
206
Smartleaf Asset Management
Massachusetts
$798K -$403K -9,651 -34%
AHL
207
Abel Hall LLC
Louisiana
$780K -$2.5M -60,162 -76%
BPWM
208
Black Point Wealth Management
Florida
$772K +$772K +18,586 New
AIS
209
American Investment Services
Massachusetts
$756K -$139K -3,355 -16%
IAG
210
Investment Advisory Group
Massachusetts
$703K +$4.65K +112 +0.7%
CAG
211
Csenge Advisory Group
Florida
$701K +$701K +16,877 New
BA
212
Bridge Advisory
California
$696K -$466K -11,207 -40%
BIG
213
Builder Investment Group
Georgia
$687K +$44.4K +1,069 +7%
LSIA
214
LaSalle St. Investment Advisors
Illinois
$684K +$684K +16,465 New
CC
215
Copperleaf Capital
North Carolina
$683K +$9.8K +236 +1%
WA
216
Waverly Advisors
Alabama
$682K -$446K -10,742 -40%
MWM
217
Modera Wealth Management
New Jersey
$675K
EWA
218
Elevate Wealth Advisory
Georgia
$638K -$19.6K -472 -3%
IA
219
IFP Advisors
Florida
$617K +$98.6K +2,372 +19%
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$608K -$310K -7,454 -34%
VHAM
221
Van Hulzen Asset Management
California
$599K +$5.07K +122 +0.9%
WTA
222
Washington Trust Advisors
Massachusetts
$581K +$369K +8,883 +174%
RJT
223
Raymond James Trust
Florida
$567K
BFA
224
Beacon Financial Advisory
Ohio
$565K -$10.9K -263 -2%
FOA
225
Five Oceans Advisors
California
$536K -$11.6K -279 -2%