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Dimensional Core Fixed Income ETF

478 hedge funds and large institutions have $7.53B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 297 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 100

135% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $6.6B → $7.53B (+$928M)

11% more funds holding in top 10

Funds holding in top 10: 110122 (+12)

4% more funds holding

Funds holding: 458478 (+20)

3.27% more ownership

Funds ownership: 74.96%78.24% (+3.3%)

Holders
478
Holders Change
+20
Holders Change %
+4.37%
% of All Funds
5.89%
Holding in Top 10
122
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.91%
% of All Funds
1.5%
New
54
Increased
297
Reduced
100
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
201
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.33M +$331K +7,748 +7%
FFM
202
Forum Financial Management
Illinois
$5.3M -$922K -21,617 -15%
TFP
203
Triune Financial Partners
Kansas
$5.14M +$1.18M +27,736 +29%
ACM
204
AlphaStar Capital Management
North Carolina
$5.13M +$293K +6,861 +6%
GVAG
205
Great Valley Advisor Group
Delaware
$4.86M +$1.96M +45,880 +66%
ACA
206
Aptus Capital Advisors
Alabama
$4.84M +$23.2K +543 +0.5%
GWANC
207
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.84M +$18.3K +430 +0.4%
HWM
208
HFG Wealth Management
Texas
$4.8M +$166K +3,902 +4%
EP
209
E6 Portfolios
Utah
$4.73M -$270K -6,326 -5%
E
210
EntreWealth
Texas
$4.72M +$685K +16,047 +17%
NWM
211
Northwest Wealth Management
Iowa
$4.69M +$180K +4,211 +4%
CWP
212
Cornerstone Wealth Partners
Michigan
$4.67M +$986K +23,108 +26%
FWS
213
FinDec Wealth Services
California
$4.55M -$734K -17,205 -14%
BCI
214
Brinker Capital Investments
Pennsylvania
$4.42M -$1.64M -38,430 -27%
PAM
215
Pacific Asset Management
Washington
$4.4M +$967K +22,668 +28%
SIAG
216
Safeguard Investment Advisory Group
California
$4.39M -$244K -5,726 -5%
EWA
217
EverSource Wealth Advisors
Alabama
$4.38M -$1.02M -23,971 -19%
PWA
218
Physician Wealth Advisors
Utah
$4.34M +$3.34M +78,363 +321%
Stifel Financial
219
Stifel Financial
Missouri
$4.33M +$56.6K +1,327 +1%
GA
220
Greenspring Advisors
Maryland
$4.3M +$432K +10,133 +11%
RWM
221
Ruedi Wealth Management
Illinois
$4.29M -$209K -4,907 -5%
WAN
222
Wealth Advisors Northwest
Oregon
$4.2M +$378K +8,856 +10%
DWM
223
DecisionMap Wealth Management
Virginia
$4.05M +$460K +10,772 +13%
IPWA
224
International Private Wealth Advisors
California
$4.02M +$930K +21,798 +30%
LOPW
225
Live Oak Private Wealth
North Carolina
$4.01M +$1.56M +36,533 +62%