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Dimensional Core Fixed Income ETF

401 hedge funds and large institutions have $4.58B invested in Dimensional Core Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Truepoint Inc
Ohio
$475M
BHWM
2
Beaird Harris Wealth Management
Texas
$126M
W
3
WPWealth
Texas
$119M
FMI
4
Factory Mutual Insurance
Massachusetts
$118M
OIA
5
OneDigital Investment Advisors
Kansas
$113M
GWWM
6
Great Waters Wealth Management
Minnesota
$102M
HWM
7
Hemington Wealth Management
Virginia
$99.8M
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$92.4M
SFA
9
Sequoia Financial Advisors
Ohio
$88.9M
AC
10
Apella Capital
Connecticut
$85M
SC
11
Savant Capital
Illinois
$80.7M
PFM
12
Phillips Financial Management
Indiana
$80.5M
HighTower Advisors
13
HighTower Advisors
Illinois
$62.7M
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$62.3M
DAS
15
Dynamic Advisor Solutions
Arizona
$61.8M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$61.2M
CWM
17
Core Wealth Management
Florida
$59.8M
SIM
18
Stratos Investment Management
Ohio
$56.6M
MSWMA
19
Market Street Wealth Management Advisors
Indiana
$56.1M
AF
20
Allworth Financial
California
$55.6M
RFP
21
Root Financial Partners
California
$51.9M
GM
22
GeoWealth Management
Illinois
$51.1M
HSA
23
HBK Sorce Advisory
Pennsylvania
$46.6M
LPL Financial
24
LPL Financial
California
$45.9M
RIM
25
RW Investment Management
Idaho
$45.4M