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Dimensional Core Fixed Income ETF

301 hedge funds and large institutions have $3.54B invested in Dimensional Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 73 reducing their positions, and 17 closing their positions.

Holders
301
Holders Change
+19
Holders Change %
+6.74%
% of All Funds
4.38%
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
39
Increased
171
Reduced
73
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TI
1
Truepoint Inc
Ohio
$427M 10,270,744 +331,322 +3%
HSA
2
HBK Sorce Advisory
Pennsylvania
$318M 7,658,779 +705,436 +10%
EFP
3
Elser Financial Planning
Indiana
$129M 3,104,999 +3,104,999 New
BHWM
4
Beaird Harris Wealth Management
Texas
$115M 2,778,192 +152,207 +6%
W
5
WPWealth
Texas
$100M 2,414,612 +144,908 +6%
OIA
6
OneDigital Investment Advisors
Kansas
$95.8M 2,306,733 +430,005 +23%
BAAM
7
Baker Avenue Asset Management
California
$74.9M 1,803,167 +64,139 +4%
GWWM
8
Great Waters Wealth Management
Minnesota
$74.7M 1,798,026 +289,605 +19%
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$73.9M 1,779,536 +35,558 +2%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$70.2M 1,691,037 +31,495 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$64.8M 1,558,948 -200,425 -11%
AC
12
Apella Capital
Connecticut
$62M 1,480,368 +296,322 +25%
CWM
13
Core Wealth Management
Florida
$56.1M 1,349,572 +123,269 +10%
HighTower Advisors
14
HighTower Advisors
Illinois
$55M 1,323,254 -7,670 -0.6%
AF
15
Allworth Financial
California
$53.2M 1,269,939 -16,783 -1%
DAS
16
Dynamic Advisor Solutions
Arizona
$51.9M 1,249,998 +698,338 +127%
MSWMA
17
Market Street Wealth Management Advisors
Indiana
$44.3M 1,067,301 +49,715 +5%
SFA
18
Sequoia Financial Advisors
Ohio
$43.1M 1,037,436 +155,942 +18%
RIM
19
RW Investment Management
Idaho
$41M 987,407 +30,572 +3%
SC
20
Savant Capital
Illinois
$37.8M 909,725 -81,915 -8%
LPL Financial
21
LPL Financial
California
$36.1M 870,014 +20,947 +2%
PFA
22
Pure Financial Advisors
California
$34.5M 829,664 +22,385 +3%
UWPG
23
Ullmann Wealth Partners Group
Florida
$33.5M 807,084 +38,226 +5%
AC
24
Annandale Capital
Texas
$33.2M 798,946 +24,815 +3%
CCMI
25
Creative Capital Management Investments
California
$32.6M 784,889 +82,861 +12%