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Dimensional Global Core Plus Fixed Income ETF

74 hedge funds and large institutions have $687M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
74
Holders Change
+22
Holders Change %
+42.31%
% of All Funds
1.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
26
Increased
38
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KP
51
Keel Point
Alabama
$381K +$381K +6,920 New
LPL Financial
52
LPL Financial
California
$368K +$368K +6,687 New
NL
53
NWAM LLC
Washington
$332K +$332K +6,022 New
Citadel Advisors
54
Citadel Advisors
Florida
$319K +$319K +5,784 New
FA
55
Faithward Advisors
Pennsylvania
$315K +$315K +5,714 New
OMC
56
Old Mission Capital
Illinois
$311K -$3.34M -60,690 -91%
AFA
57
Alpha Financial Advisors
North Carolina
$304K +$304K +5,510 New
PWM
58
PBMares Wealth Management
Virginia
$252K
APC
59
Aspire Private Capital
North Carolina
$233K -$16.1K -293 -6%
LA
60
Lane & Associates
New Jersey
$227K +$227K +4,119 New
SC
61
Shearwater Capital
Colorado
$221K +$221K +4,004 New
IFA
62
Index Fund Advisors
California
$216K +$216K +3,927 New
HSG
63
Helen Stephens Group
Texas
$204K +$204K +3,695 New
OPS
64
Orion Portfolio Solutions
Nebraska
$201K -$188K -3,409 -48%
BCI
65
Brinker Capital Investments
Pennsylvania
$201K -$188K -3,409 -48%
PFM
66
Phillips Financial Management
Indiana
$119K -$46.5K -844 -28%
Osaic Holdings
67
Osaic Holdings
Arizona
$113K +$89.6K +1,627 +381%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$96K +$96K +1,734 New
AWM
69
Aspire Wealth Management
Massachusetts
$94.6K +$94.6K +1,716 New
FFA
70
Farther Finance Advisors
California
$76.6K +$76.6K +1,390 New
OLVIG
71
Oliver Lagore Vanvalin Investment Group
Michigan
$75.3K +$7.44K +135 +11%
Comerica Bank
72
Comerica Bank
Texas
$27.9K -$110 -2 -0.4%
Morgan Stanley
73
Morgan Stanley
New York
$1.82K +$386 +7 +27%
CMP
74
Coston McIsaac & Partners
Maine
$34 +$34 +634 New
SW
75
Simplicity Wealth
New Jersey
-$15.5M -292,168 Closed