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Dimensional Core Fixed Income ETF

265 hedge funds and large institutions have $3.01B invested in Dimensional Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 123 increasing their positions, 52 reducing their positions, and 16 closing their positions.

Holders
265
Holders Change
+57
Holders Change %
+27.4%
% of All Funds
3.89%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
0.88%
New
76
Increased
123
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TI
1
Truepoint Inc
Ohio
$396M 9,332,544 -583,413 -6%
HSA
2
HBK Sorce Advisory
Pennsylvania
$282M 6,649,656 +229,639 +4%
BHWM
3
Beaird Harris Wealth Management
Texas
$106M 2,502,554 +211,655 +9%
W
4
WPWealth
Texas
$87.4M 2,061,180 +253,055 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$76.3M 1,798,483 +232,300 +15%
BAAM
6
Baker Avenue Asset Management
California
$70.5M 1,663,195 +1,663,195 New
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$70.2M 1,655,218 +1,655,218 New
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$69.1M 1,630,542 +1,630,542 New
OIA
9
OneDigital Investment Advisors
Kansas
$58.3M 1,375,309 +1,284,475 +1,414%
Jane Street
10
Jane Street
New York
$57.8M 1,363,482 +913,098 +203%
AF
11
Allworth Financial
California
$55M 1,297,479 +183,103 +16%
GWWM
12
Great Waters Wealth Management
Minnesota
$53.2M 1,259,123 +116,917 +10%
SFA
13
Sequoia Financial Advisors
Ohio
$51.8M 1,222,362 +108,773 +10%
AC
14
Apella Capital
Connecticut
$48.4M 1,149,846 +603,454 +110%
FSWA
15
Financial Synergies Wealth Advisors
Texas
$46.2M 1,113,777 -103,447 -8%
SC
16
Savant Capital
Illinois
$45.8M 1,081,113 +312,671 +41%
MSWMA
17
Market Street Wealth Management Advisors
Indiana
$40.3M 950,907 +156,824 +20%
CWM
18
Core Wealth Management
Florida
$39.8M 938,863 -206,060 -18%
RA
19
Rational Advisors
New York
$38.5M 908,769 +210,109 +30%
RIM
20
RW Investment Management
Idaho
$38.2M 901,550 +78,217 +10%
PFA
21
Pure Financial Advisors
California
$33M 778,715 +370,028 +91%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$32.5M 767,337 -59,807 -7%
AC
23
Annandale Capital
Texas
$31.4M 741,457 +741,457 New
UWPG
24
Ullmann Wealth Partners Group
Florida
$31M 732,041 +1,518 +0.2%
GFA
25
Grunden Financial Advisory
Texas
$28.6M 674,882 +674,882 New