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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
+12
Holders Change %
+10.43%
% of All Funds
1.7%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
23
Increased
68
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RLIM
51
Red Lighthouse Investment Management
New York
$2.64M +$2.49M +45,736 +1,716%
FG
52
Foster Group
Iowa
$2.58M +$2.58M +47,419 New
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$2.49M +$2.49M +45,607 New
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$2.32M -$134K -2,454 -5%
AHL
55
Abel Hall LLC
Louisiana
$2.32M -$131K -2,405 -5%
SWA
56
Sax Wealth Advisors
New Jersey
$2.21M +$42.8K +785 +2%
WWP
57
Wise Wealth Partners
Arizona
$2.12M +$2.12M +38,852 New
KIM
58
Kestra Investment Management
Texas
$2.02M +$1.29M +23,795 +176%
FWP
59
Firethorn Wealth Partners
Georgia
$1.94M -$26.2K -481 -1%
CW
60
CreativeOne Wealth
Kansas
$1.8M +$30.3K +556 +2%
APW
61
Austin Private Wealth
Texas
$1.73M +$3K +55 +0.2%
LPL Financial
62
LPL Financial
California
$1.71M +$859K +15,772 +102%
Citigroup
63
Citigroup
New York
$1.61M +$143K +2,623 +10%
MML Investors Services
64
MML Investors Services
Massachusetts
$1.48M +$1.48M +27,239 New
TWCA
65
Two West Capital Advisors
Kansas
$1.43M -$8.43K -155 -0.6%
CWM
66
Congress Wealth Management
Massachusetts
$1.38M +$107K +1,958 +8%
XPN
67
XY Planning Network
Montana
$1.38M +$204K +3,749 +17%
AIS
68
American Investment Services
Massachusetts
$1.27M -$282K -5,176 -18%
GVAG
69
Great Valley Advisor Group
Delaware
$1.26M +$545K +9,996 +76%
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$1.21M -$373K -6,852 -24%
Citadel Advisors
71
Citadel Advisors
Florida
$1.13M -$679K -12,458 -38%
NL
72
NWAM LLC
Washington
$1.07M +$226K +4,142 +27%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$917K +$41K +752 +5%
AFO
74
Aurelius Family Office
New Hampshire
$844K -$14.9K -274 -2%
VFP
75
Vested Financial Planning
California
$797K +$797K +14,618 New