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Dimensional Core Fixed Income ETF

474 hedge funds and large institutions have $7.52B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 295 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
121
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
$552M
Prudential Financial
2
Prudential Financial
New Jersey
$457M
PHWA
3
Petersen Hastings Wealth Advisors
Washington
$193M
FMI
4
Factory Mutual Insurance
Massachusetts
$192M
AC
5
Apella Capital
Connecticut
$188M
TLFA
6
True Link Financial Advisors
California
$180M
EFP
7
Elser Financial Planning
Indiana
$178M
BPA
8
Beacon Pointe Advisors
California
$157M
SC
9
Savant Capital
Illinois
$149M
AIM
10
Acropolis Investment Management
Missouri
$147M
GWWM
11
Great Waters Wealth Management
Minnesota
$147M
OIA
12
OneDigital Investment Advisors
Kansas
$141M
AF
13
Allworth Financial
California
$138M
RFP
14
Root Financial Partners
California
$137M
BHWM
15
Beaird Harris Wealth Management
Texas
$136M
FMI
16
F/M Investments
District of Columbia
$128M
PFM
17
Phillips Financial Management
Indiana
$107M
DPW
18
DiNuzzo Private Wealth
Pennsylvania
$106M
VT
19
Vise Technologies
New York
$105M
SIM
20
Stratos Investment Management
Ohio
$84.4M
W
21
WPWealth
Texas
$84.3M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$75.9M
CWM
23
Core Wealth Management
Florida
$74.8M
HighTower Advisors
24
HighTower Advisors
Illinois
$74.5M
RK
25
Rather & Kittrell
Tennessee
$67.3M