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Dimensional Core Fixed Income ETF

208 hedge funds and large institutions have $2.3B invested in Dimensional Core Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 134 increasing their positions, 37 reducing their positions, and 15 closing their positions.

Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
3.32%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.69%
New
24
Increased
134
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TI
1
Truepoint Inc
Ohio
$400M 9,915,957 +108,057 +1%
HSA
2
HBK Sorce Advisory
Pennsylvania
$259M 6,420,017 +101,583 +2%
BHWM
3
Beaird Harris Wealth Management
Texas
$92.5M 2,290,899 +130,073 +6%
W
4
WPWealth
Texas
$73M 1,808,125 +181,229 +11%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$63.2M 1,566,183 +218,443 +16%
FSWA
6
Financial Synergies Wealth Advisors
Texas
$49.1M 1,217,224 +37,070 +3%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$48.4M 1,199,037 +309,442 +35%
CWM
8
Core Wealth Management
Florida
$46.2M 1,144,923 +40,798 +4%
GWWM
9
Great Waters Wealth Management
Minnesota
$45.7M 1,142,206 +219,250 +24%
AF
10
Allworth Financial
California
$45M 1,114,376 +110,201 +11%
SFA
11
Sequoia Financial Advisors
Ohio
$45M 1,113,589 +65,456 +6%
PFO
12
Pathstone Family Office
New Jersey
$39.5M 1,318,428 -146,384 -10%
SIS
13
Strategic Investment Solutions
Illinois
$35M 848,030 +828,465 +4,234%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$33.4M 827,144 +6,996 +0.9%
RIM
15
RW Investment Management
Idaho
$33.2M 823,333 +132,103 +19%
MSWMA
16
Market Street Wealth Management Advisors
Indiana
$32.1M 794,083 -137,076 -15%
SC
17
Savant Capital
Illinois
$31M 768,442 +539,929 +236%
UWPG
18
Ullmann Wealth Partners Group
Florida
$29.5M 730,523 +65,711 +10%
RA
19
Rational Advisors
New York
$28.2M 698,660 -30,593 -4%
IWC
20
Integrated Wealth Concepts
Massachusetts
$26.1M 646,301 +21,846 +3%
RA
21
Rise Advisors
New York
$24.3M 602,500 +66,981 +13%
AAP
22
Arax Advisory Partners
Colorado
$23.6M 585,112 +62,905 +12%
AC
23
Apella Capital
Connecticut
$22.1M 546,392 +160,963 +42%
CCMI
24
Creative Capital Management Investments
California
$21.6M 534,689 +117,347 +28%
TFA
25
Triad Financial Advisors
North Carolina
$21.4M 529,012 +230,200 +77%