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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
HIA
51
HFM Investment Advisors
New Jersey
$4.6M +$505K +9,208 +13%
KF
52
Krilogy Financial
Missouri
$4.57M +$982K +17,891 +28%
NA
53
NewEdge Advisors
Louisiana
$4.36M -$2.06M -37,565 -32%
Jane Street
54
Jane Street
New York
$4.24M +$4.18M +76,230 New
AC
55
Applied Capital
Arkansas
$3.8M +$562K +10,238 +18%
SDWIA
56
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.77M +$348K +6,346 +10%
AWA
57
Acorn Wealth Advisors
Michigan
$3.77M -$205K -3,728 -5%
OIA
58
OneDigital Investment Advisors
Kansas
$3.52M +$55.3K +1,008 +2%
Truist Financial
59
Truist Financial
North Carolina
$3.17M +$7.52K +137 +0.2%
DI
60
Disciplined Investors
Texas
$3.03M +$72.6K +1,324 +2%
CSB
61
City State Bank
Iowa
$2.97M +$69.9K +1,274 +2%
IPWA
62
International Private Wealth Advisors
California
$2.85M +$2.82M +51,322 New
FG
63
Foster Group
Iowa
$2.66M +$26.9K +491 +1%
Osaic Holdings
64
Osaic Holdings
Arizona
$2.53M +$1.63M +29,725 +187%
LPL Financial
65
LPL Financial
California
$2.52M +$773K +14,096 +45%
JP Morgan Chase
66
JP Morgan Chase
New York
$2.51M +$145K +2,638 +6%
AHL
67
Abel Hall LLC
Louisiana
$2.49M +$126K +2,301 +5%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$2.4M +$1.15M +20,962 +95%
SWA
69
Sax Wealth Advisors
New Jersey
$2.26M +$10.4K +189 +0.5%
KIM
70
Kestra Investment Management
Texas
$2.15M +$79.1K +1,442 +4%
APW
71
Austin Private Wealth
Texas
$2.1M +$330K +6,019 +19%
Citigroup
72
Citigroup
New York
$2M +$359K +6,537 +22%
FWP
73
Firethorn Wealth Partners
Georgia
$1.94M -$32.2K -587 -2%
CW
74
CreativeOne Wealth
Kansas
$1.84M +$4.22K +77 +0.2%
NL
75
NWAM LLC
Washington
$1.78M +$190K +3,462 +12%