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Dimensional Global Core Plus Fixed Income ETF

127 hedge funds and large institutions have $1.36B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
QFA
26
Quantum Financial Advisors
California
$11M
WAN
27
Wealth Advisors Northwest
Oregon
$10.9M
BGWM
28
Bridge Generations Wealth Management
Florida
$8.64M
GM
29
GeoWealth Management
Illinois
$8.58M
SRCM
30
Signature Resources Capital Management
California
$7.47M
NA
31
NewEdge Advisors
Louisiana
$6.33M
GWM
32
Grand Wealth Management
Michigan
$6.21M
MFG
33
Merit Financial Group
Georgia
$6.1M
Mariner
34
Mariner
Kansas
$5.84M
Betterment LLC
35
Betterment LLC
New York
$5.72M
TIAM2
36
Tru Independence Asset Management 2
Oregon
$5.53M
KPP
37
Kings Path Partners
Texas
$5.29M
BHWM
38
Beaird Harris Wealth Management
Texas
$5.01M
KAS
39
Kestra Advisory Services
Texas
$4.61M
ODA
40
One Degree Advisors
California
$4.2M
HIA
41
HFM Investment Advisors
New Jersey
$4.01M
AWA
42
Acorn Wealth Advisors
Michigan
$3.9M
MWP
43
Meredith Wealth Planning
Illinois
$3.89M
KF
44
Krilogy Financial
Missouri
$3.54M
OIA
45
OneDigital Investment Advisors
Kansas
$3.4M
SDWIA
46
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.35M
AC
47
Applied Capital
Arkansas
$3.17M
Truist Financial
48
Truist Financial
North Carolina
$3.1M
DI
49
Disciplined Investors
Texas
$2.9M
CSB
50
City State Bank
Iowa
$2.84M