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Dimensional Global Core Plus Fixed Income ETF

162 hedge funds and large institutions have $1.84B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 23

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

26% more funds holding in top 10

Funds holding in top 10: 2329 (+6)

17% more funds holding

Funds holding: 139162 (+23)

15% more capital invested

Capital invested by funds: $1.6B → $1.84B (+$244M)

1.02% less ownership

Funds ownership: 87.57%86.55% (-1%)

Holders
162
Holders Change
+23
Holders Change %
+16.55%
% of All Funds
1.97%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.35%
New
37
Increased
97
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$15.2M +$586K +10,638 +4%
MHB
27
Midwest Heritage Bank
Iowa
$14.7M +$981K +17,815 +7%
TCM
28
TruNorth Capital Management
Michigan
$14.6M +$1.6M +29,102 +12%
MGIA
29
Moneta Group Investment Advisors
Missouri
$13.4M +$1.26M +22,839 +10%
Jane Street
30
Jane Street
New York
$13.1M +$9.13M +165,774 +217%
AF
31
Allworth Financial
California
$11.4M +$6.25M +113,536 +117%
WUW
32
Wheels Up Wealth
California
$11.3M +$11.5M +209,179 New
MWM
33
Modera Wealth Management
New Jersey
$10.2M -$646K -11,739 -6%
DAS
34
Dynamic Advisor Solutions
Arizona
$9.82M +$9.6M +174,338 +2,369%
GM
35
GeoWealth Management
Illinois
$9.72M +$379K +6,881 +4%
AIM
36
Archer Investment Management
Texas
$9.52M -$5.21M -94,656 -35%
SA
37
Stolz & Associates
Washington
$8.97M +$9.13M +165,930 New
GCA
38
Gradient Capital Advisors
California
$8.89M +$4.39M +79,779 +94%
BGWM
39
Bridge Generations Wealth Management
Florida
$8.63M -$109K -1,973 -1%
GWM
40
Grand Wealth Management
Michigan
$8.47M +$1.85M +33,541 +27%
ACS
41
Archford Capital Strategies
Illinois
$8.19M +$506K +9,192 +6%
SRCM
42
Signature Resources Capital Management
California
$7.75M +$301K +5,466 +4%
Betterment LLC
43
Betterment LLC
New York
$7.67M +$1.02M +18,619 +15%
KPP
44
Kings Path Partners
Texas
$7.51M +$1.48M +26,942 +24%
SC
45
Savant Capital
Illinois
$7.3M +$6.42M +116,693 +636%
KAS
46
Kestra Advisory Services
Texas
$7.28M +$1.88M +34,093 +34%
PAS
47
Park Avenue Securities
New York
$7.18M +$663K +12,041 +10%
MWP
48
Meredith Wealth Planning
Illinois
$7.14M +$2.16M +39,238 +42%
TIAM2
49
Tru Independence Asset Management 2
Oregon
$6.44M +$446K +8,102 +7%
OIA
50
OneDigital Investment Advisors
Kansas
$6.38M +$3.01M +54,607 +86%