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Dimensional Global Core Plus Fixed Income ETF

173 hedge funds and large institutions have $2.02B invested in Dimensional Global Core Plus Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 19

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

10% more capital invested

Capital invested by funds: $1.84B → $2.02B (+$178M)

7% more funds holding in top 10

Funds holding in top 10: 2931 (+2)

7% more funds holding

Funds holding: 162173 (+11)

0.42% less ownership

Funds ownership: 86.55%86.13% (-0.42%)

Holders
173
Holders Change
+11
Holders Change %
+6.79%
% of All Funds
2.13%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.38%
New
29
Increased
109
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$353M +$15.2M +279,412 +4%
MPW
2
MASECO Private Wealth
$208M +$25.1M +462,160 +14%
SP
3
Symmetry Partners
Connecticut
$137M +$3.82M +70,283 +3%
VBA
4
von Borstel & Associates
Oregon
$82.4M +$7.48M +137,520 +10%
W
5
WPWealth
Texas
$64.1M +$3.24M +59,631 +5%
BPA
6
Beacon Pointe Advisors
California
$63.9M +$474K +8,712 +0.7%
RWM
7
Ruedi Wealth Management
Illinois
$53.6M +$4.03M +74,122 +8%
PWM
8
Penobscot Wealth Management
Maine
$48.8M +$2.48M +45,651 +5%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$46.3M +$873K +16,052 +2%
CW
10
Curio Wealth
Maryland
$45.2M +$4.11M +75,566 +10%
IAS
11
Integrity Advisory Solutions
Texas
$42.1M +$4.57M +84,005 +12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$37M +$1.98M +36,417 +6%
BHWM
13
Beaird Harris Wealth Management
Texas
$34.2M +$11.1M +204,745 +48%
IA
14
Integrity Alliance
Iowa
$33.2M +$2.69M +49,362 +9%
Bank of America
15
Bank of America
North Carolina
$33.2M -$1.05M -19,222 -3%
TWA
16
TCI Wealth Advisors
Arizona
$33.2M +$589K +10,823 +2%
AWM
17
AE Wealth Management
Kansas
$31.5M +$1.03M +18,891 +3%
MG
18
MilWealth Group
Wisconsin
$27.7M +$794K +14,592 +3%
SPWM
19
Straight Path Wealth Management
Michigan
$26.4M +$2.9M +53,257 +12%
DPW
20
DiNuzzo Private Wealth
Pennsylvania
$24.9M +$1.3M +23,805 +5%
RA
21
RFG Advisory
Alabama
$23.7M +$1.06M +19,440 +5%
AF
22
Allworth Financial
California
$23.5M +$12.2M +224,679 +107%
UWM
23
United Wealth Management
Virginia
$22.9M +$2.94M +54,051 +15%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$21.4M +$1.26M +23,126 +6%
MHB
25
Midwest Heritage Bank
Iowa
$18.7M +$4.07M +74,881 +28%