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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
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
51
Red Lighthouse Investment Management
New York
$2.64M
FG
52
Foster Group
Iowa
$2.58M
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$2.48M
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$2.32M
AHL
55
Abel Hall LLC
Louisiana
$2.32M
SWA
56
Sax Wealth Advisors
New Jersey
$2.21M
WWP
57
Wise Wealth Partners
Arizona
$2.12M
KIM
58
Kestra Investment Management
Texas
$2.02M
FWP
59
Firethorn Wealth Partners
Georgia
$1.94M
CW
60
CreativeOne Wealth
Kansas
$1.8M
APW
61
Austin Private Wealth
Texas
$1.73M
LPL Financial
62
LPL Financial
California
$1.71M
Citigroup
63
Citigroup
New York
$1.61M
MML Investors Services
64
MML Investors Services
Massachusetts
$1.48M
TWCA
65
Two West Capital Advisors
Kansas
$1.43M
CWM
66
Congress Wealth Management
Massachusetts
$1.38M
XPN
67
XY Planning Network
Montana
$1.38M
AIS
68
American Investment Services
Massachusetts
$1.27M
GVAG
69
Great Valley Advisor Group
Delaware
$1.26M
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$1.21M
Citadel Advisors
71
Citadel Advisors
Florida
$1.13M
NL
72
NWAM LLC
Washington
$1.07M
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$917K
AFO
74
Aurelius Family Office
New Hampshire
$844K
VFP
75
Vested Financial Planning
California
$797K