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Dimensional Core Fixed Income ETF

89 hedge funds and large institutions have $540M invested in Dimensional Core Fixed Income ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
89
Holders Change
+22
Holders Change %
+32.84%
% of All Funds
1.54%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
26
Increased
44
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$89.6M 2,187,585 +2,187,585 New
PFA
2
Pure Financial Advisors
California
$59.1M 1,443,268 +1,266,447 +716%
FSWA
3
Financial Synergies Wealth Advisors
Texas
$43.7M 1,067,149 +2,175 +0.2%
TI
4
Truepoint Inc
Ohio
$40.1M 980,310 +980,310 New
AF
5
Allworth Financial
California
$35.8M 873,683 +324,137 +59%
MSWMA
6
Market Street Wealth Management Advisors
Indiana
$25.7M 627,526 +137,282 +28%
UWPG
7
Ullmann Wealth Partners Group
Florida
$22.4M 546,469 +147,105 +37%
SIG
8
Spinnaker Investment Group
California
$15.5M 377,556 -347 -0.1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$15.1M 369,257 +7,292 +2%
RRC
10
Relaxing Retirement Coach
Massachusetts
$14.1M 343,745 +198,230 +136%
B
11
BetterWealth
California
$13.4M 327,052 +307 +0.1%
HIGP
12
Hill Investment Group Partners
Missouri
$12.7M 310,731 -19,784 -6%
RA
13
Rise Advisors
New York
$12.4M 301,952 +7,016 +2%
Citadel Advisors
14
Citadel Advisors
Florida
$11M 268,536 +268,536 New
TFA
15
Triad Financial Advisors
North Carolina
$10.9M 265,747 +37,797 +17%
FFM
16
Forum Financial Management
Illinois
$9.46M 231,128 +52,128 +29%
BWS
17
BCR Wealth Strategies
Alabama
$8.26M 201,742 +68,460 +51%
WP
18
WealthSource Partners
California
$6.9M 168,585 -20,179 -11%
CPIG
19
Chicago Partners Investment Group
Illinois
$6.7M 166,308 +166,308 New
SHWM
20
Silicon Hills Wealth Management
Texas
$6.14M 150,073 -18,130 -11%
AA
21
Ancora Advisors
Ohio
$5.57M 136,052 +13,002 +11%
AWM
22
AE Wealth Management
Kansas
$5.23M 127,646 +26,477 +26%
CIAS
23
CFS Investment Advisory Services
New Jersey
$4.81M 4,811,105 +4,751,069 +7,914%
PFM
24
Phillips Financial Management
Indiana
$4.78M 116,821 +30,992 +36%
PWM
25
PBMares Wealth Management
Virginia
$3.86M 94,175 +13,831 +17%