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Dimensional Global Core Plus Fixed Income ETF

136 hedge funds and large institutions have $1.58B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 85 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
IWC
26
Integrated Wealth Concepts
Massachusetts
$15M
MHB
27
Midwest Heritage Bank
Iowa
$14.1M
QFA
28
Quantum Financial Advisors
California
$13.8M
Citadel Advisors
29
Citadel Advisors
Florida
$13.6M
TCM
30
TruNorth Capital Management
Michigan
$13.4M
WAN
31
Wealth Advisors Northwest
Oregon
$12.9M
MGIA
32
Moneta Group Investment Advisors
Missouri
$12.6M
MWM
33
Modera Wealth Management
New Jersey
$11.1M
GM
34
GeoWealth Management
Illinois
$9.6M
BGWM
35
Bridge Generations Wealth Management
Florida
$8.98M
MFG
36
Merit Financial Group
Georgia
$8.55M
ACS
37
Archford Capital Strategies
Illinois
$7.9M
SRCM
38
Signature Resources Capital Management
California
$7.66M
Betterment LLC
39
Betterment LLC
New York
$6.85M
GWM
40
Grand Wealth Management
Michigan
$6.84M
PAS
41
Park Avenue Securities
New York
$6.71M
TIAM2
42
Tru Independence Asset Management 2
Oregon
$6.17M
Mariner
43
Mariner
Kansas
$6.07M
KAS
44
Kestra Advisory Services
Texas
$5.59M
MWP
45
Meredith Wealth Planning
Illinois
$5.16M
ODA
46
One Degree Advisors
California
$4.87M
GCA
47
Gradient Capital Advisors
California
$4.7M
RLIM
48
Red Lighthouse Investment Management
New York
$4.68M
HIA
49
HFM Investment Advisors
New Jersey
$4.6M
KF
50
Krilogy Financial
Missouri
$4.57M