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Dimensional Core Fixed Income ETF

67 hedge funds and large institutions have $323M invested in Dimensional Core Fixed Income ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
+37
Holders Change %
+123.33%
% of All Funds
1.13%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
43
Increased
15
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FSWA
1
Financial Synergies Wealth Advisors
Texas
$46.5M 1,064,974 +1,064,974 New
AF
2
Allworth Financial
California
$24M 549,546 +168,585 +44%
MSWMA
3
Market Street Wealth Management Advisors
Indiana
$21.4M 490,244 +490,244 New
UWPG
4
Ullmann Wealth Partners Group
Florida
$17.4M 399,364 +399,364 New
CWR
5
Chico Wealth RIA
California
$16.5M 379,258 +85,999 +29%
SIG
6
Spinnaker Investment Group
California
$16.5M 377,903 -48,245 -11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$15.8M 361,965 +136,150 +60%
HIGP
8
Hill Investment Group Partners
Missouri
$14.4M 330,515 +330,515 New
B
9
BetterWealth
California
$14.3M 326,745 +326,745 New
RA
10
Rise Advisors
New York
$12.9M 294,936 +1,895 +0.6%
TFA
11
Triad Financial Advisors
North Carolina
$9.94M 227,950 -9,249 -4%
WP
12
WealthSource Partners
California
$8.23M 188,764 +188,764 New
FFM
13
Forum Financial Management
Illinois
$7.81M 179,000 +78,294 +78%
PFA
14
Pure Financial Advisors
California
$7.71M 176,821 +176,821 New
SHWM
15
Silicon Hills Wealth Management
Texas
$7.34M 168,203 -149,312 -47%
CWG
16
Crown Wealth Group
North Carolina
$6.81M 156,061 -4,498 -3%
RRC
17
Relaxing Retirement Coach
Massachusetts
$6.35M 145,515 +145,515 New
BWS
18
BCR Wealth Strategies
Alabama
$5.81M 133,282 +133,282 New
AIM
19
Acropolis Investment Management
Missouri
$5.7M 130,740 +130,740 New
AA
20
Ancora Advisors
Ohio
$5.37M 123,050 -11,478 -9%
AWM
21
AE Wealth Management
Kansas
$4.41M 101,169 +101,169 New
GTAM
22
Global Trust Asset Management
Florida
$4.12M 94,523 +94,523 New
BWG
23
Beta Wealth Group
California
$3.95M 90,514 -10,657 -11%
PFM
24
Phillips Financial Management
Indiana
$3.74M 85,829 +73,368 +589%
PWM
25
PBMares Wealth Management
Virginia
$3.51M 80,344 +80,344 New