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Dimensional Core Fixed Income ETF

478 hedge funds and large institutions have $7.53B invested in Dimensional Core Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 297 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 100

135% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $6.6B → $7.53B (+$928M)

11% more funds holding in top 10

Funds holding in top 10: 110122 (+12)

4% more funds holding

Funds holding: 458478 (+20)

3.27% more ownership

Funds ownership: 74.96%78.24% (+3.3%)

Holders
478
Holders Change
+20
Holders Change %
+4.37%
% of All Funds
5.89%
Holding in Top 10
122
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.91%
% of All Funds
1.5%
New
54
Increased
297
Reduced
100
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Truepoint Inc
Ohio
$552M +$22.1M +518,917 +4%
Prudential Financial
2
Prudential Financial
New Jersey
$457M +$58.4M +1,367,548 +14%
PHWA
3
Petersen Hastings Wealth Advisors
Washington
$193M +$7.83M +183,436 +4%
FMI
4
Factory Mutual Insurance
Massachusetts
$192M
AC
5
Apella Capital
Connecticut
$188M +$77M +1,804,092 +69%
TLFA
6
True Link Financial Advisors
California
$180M +$24.1M +563,687 +15%
EFP
7
Elser Financial Planning
Indiana
$178M +$178M +4,169,556 +13,685%
BPA
8
Beacon Pointe Advisors
California
$157M +$11.8M +275,920 +8%
SC
9
Savant Capital
Illinois
$149M -$34.2M -800,538 -18%
AIM
10
Acropolis Investment Management
Missouri
$147M +$25.1M +588,512 +20%
GWWM
11
Great Waters Wealth Management
Minnesota
$147M +$15.2M +357,219 +11%
OIA
12
OneDigital Investment Advisors
Kansas
$141M +$4.62M +108,282 +3%
AF
13
Allworth Financial
California
$138M +$58.8M +1,378,118 +73%
RFP
14
Root Financial Partners
California
$137M +$23.3M +547,048 +20%
BHWM
15
Beaird Harris Wealth Management
Texas
$136M +$257K +6,030 +0.2%
FMI
16
F/M Investments
District of Columbia
$128M +$130M +3,036,000 New
PFM
17
Phillips Financial Management
Indiana
$107M -$4.78M -111,989 -4%
DPW
18
DiNuzzo Private Wealth
Pennsylvania
$106M +$3.34M +78,229 +3%
VT
19
Vise Technologies
New York
$105M
SIM
20
Stratos Investment Management
Ohio
$84.4M +$3.46M +80,985 +4%
W
21
WPWealth
Texas
$84.3M +$443K +10,387 +0.5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$75.9M +$22.9M +537,666 +43%
CWM
23
Core Wealth Management
Florida
$74.8M +$2.45M +57,400 +3%
HighTower Advisors
24
HighTower Advisors
Illinois
$74.5M +$3.21M +75,328 +4%
RK
25
Rather & Kittrell
Tennessee
$67.3M +$5.12M +119,915 +8%