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Dimensional Core Fixed Income ETF

402 hedge funds and large institutions have $6.02B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 244 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
201
Mitchell McLeod Pugh & Williams
Alabama
$3.41M
CW
202
Curio Wealth
Maryland
$3.38M
VPWA
203
Vestia Personal Wealth Advisors
Indiana
$3.37M
GVAG
204
Great Valley Advisor Group
Delaware
$3.28M
FG
205
Foster Group
Iowa
$3.18M
ACM
206
AlphaStar Capital Management
North Carolina
$3.16M
TAM
207
TCP Asset Management
Ohio
$3.03M
AA
208
Ancora Advisors
Ohio
$3.01M
PAG
209
Private Advisor Group
New Jersey
$2.99M
SW
210
Schulz Wealth
Texas
$2.98M
CA
211
Clune & Associates
Illinois
$2.97M
CP
212
Canopy Partners
Ohio
$2.95M
PGF
213
Plan Group Financial
Oklahoma
$2.79M
WANY
214
Wealthspire Advisors (New York)
New York
$2.78M
RF
215
rebel Financial
Ohio
$2.66M
BW
216
Balance Wealth
Ohio
$2.63M
PAM
217
Pacific Asset Management
Washington
$2.57M
IPWA
218
International Private Wealth Advisors
California
$2.53M
IA
219
IFP Advisors
Florida
$2.46M
WN
220
Williams & Novak
California
$2.38M
EH
221
Equitable Holdings
New York
$2.38M
RLIM
222
Red Lighthouse Investment Management
New York
$2.35M
NA
223
NewEdge Advisors
Louisiana
$2.31M
LOPW
224
Live Oak Private Wealth
North Carolina
$2.29M
Creative Planning
225
Creative Planning
Kansas
$2.29M