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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
WAN
26
Wealth Advisors Northwest
Oregon
$17.8M +$1.94M +35,661 +12%
QFA
27
Quantum Financial Advisors
California
$17.5M +$1.8M +33,135 +11%
MGIA
28
Moneta Group Investment Advisors
Missouri
$16.1M +$2.7M +49,609 +20%
IWC
29
Integrated Wealth Concepts
Massachusetts
$15.5M +$368K +6,754 +2%
SA
30
Stolz & Associates
Washington
$15.2M +$6.14M +112,896 +68%
TCM
31
TruNorth Capital Management
Michigan
$14.9M +$337K +6,189 +2%
SC
32
Savant Capital
Illinois
$11.8M +$4.5M +82,775 +61%
GCA
33
Gradient Capital Advisors
California
$11.7M +$2.87M +52,666 +32%
WUW
34
Wheels Up Wealth
California
$11.6M +$275K +5,050 +2%
GM
35
GeoWealth Management
Illinois
$11.2M +$1.48M +27,133 +15%
DAS
36
Dynamic Advisor Solutions
Arizona
$10.8M +$971K +17,852 +10%
MWP
37
Meredith Wealth Planning
Illinois
$10.7M +$3.58M +65,820 +50%
MWM
38
Modera Wealth Management
New Jersey
$10.2M +$15.4K +283 +0.2%
UBS AM
39
UBS AM
Illinois
$9.98M +$10.1M +184,792 New
ACS
40
Archford Capital Strategies
Illinois
$9.96M +$1.8M +32,992 +22%
GWM
41
Grand Wealth Management
Michigan
$9.76M +$1.31M +24,152 +15%
FVIM
42
Fort Vancouver Investment Management
Washington
$9.09M +$9.17M +168,441 New
BGWM
43
Bridge Generations Wealth Management
Florida
$8.76M +$144K +2,646 +2%
PAS
44
Park Avenue Securities
New York
$8.58M +$1.42M +26,095 +20%
SRCM
45
Signature Resources Capital Management
California
$8.5M +$765K +14,058 +10%
Betterment LLC
46
Betterment LLC
New York
$8.43M +$781K +14,344 +10%
AFA
47
AA Financial Advisors
Ohio
$8.25M +$8.32M +152,869 New
CFG
48
CSP Financial Group
Arizona
$8.15M +$8.22M +151,014 New
KAS
49
Kestra Advisory Services
Texas
$7.73M +$466K +8,570 +6%
KPP
50
Kings Path Partners
Texas
$7.51M