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Dimensional Global Core Plus Fixed Income ETF

139 hedge funds and large institutions have $1.6B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 17

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $1.37B → $1.6B (+$230M)

9% more funds holding

Funds holding: 127139 (+12)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

2.93% more ownership

Funds ownership: 84.64%87.57% (+2.9%)

Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
1.82%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.3%
New
23
Increased
86
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$15M +$14.8M +270,282 New
MHB
27
Midwest Heritage Bank
Iowa
$14.1M +$386K +7,040 +3%
QFA
28
Quantum Financial Advisors
California
$13.8M +$2.59M +47,224 +23%
Citadel Advisors
29
Citadel Advisors
Florida
$13.6M +$12.3M +223,338 +1,078%
TCM
30
TruNorth Capital Management
Michigan
$13.4M +$1.06M +19,309 +9%
WAN
31
Wealth Advisors Northwest
Oregon
$12.9M +$1.78M +32,416 +16%
MGIA
32
Moneta Group Investment Advisors
Missouri
$12.6M +$12.4M +225,878 New
MWM
33
Modera Wealth Management
New Jersey
$11.1M -$214K -3,902 -2%
GM
34
GeoWealth Management
Illinois
$9.6M +$846K +15,411 +10%
BGWM
35
Bridge Generations Wealth Management
Florida
$8.98M +$167K +3,035 +2%
MFG
36
Merit Financial Group
Georgia
$8.55M +$2.3M +41,942 +37%
ACS
37
Archford Capital Strategies
Illinois
$7.9M +$7.8M +142,203 New
SRCM
38
Signature Resources Capital Management
California
$7.66M +$43.6K +795 +0.6%
Betterment LLC
39
Betterment LLC
New York
$6.85M +$1,000K +18,221 +17%
GWM
40
Grand Wealth Management
Michigan
$6.84M +$507K +9,239 +8%
PAS
41
Park Avenue Securities
New York
$6.71M +$6.63M +120,766 New
KPP
42
Kings Path Partners
Texas
$6.22M +$817K +14,894 +15%
TIAM2
43
Tru Independence Asset Management 2
Oregon
$6.17M +$522K +9,513 +9%
Mariner
44
Mariner
Kansas
$6.07M +$112K +2,039 +2%
KAS
45
Kestra Advisory Services
Texas
$5.59M +$869K +15,847 +19%
AF
46
Allworth Financial
California
$5.4M +$5.33M +97,212 New
MWP
47
Meredith Wealth Planning
Illinois
$5.16M +$1.17M +21,331 +30%
ODA
48
One Degree Advisors
California
$4.87M +$576K +10,493 +14%
GCA
49
Gradient Capital Advisors
California
$4.7M +$3.94M +71,733 +559%
RLIM
50
Red Lighthouse Investment Management
New York
$4.68M +$1.97M +35,855 +74%