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Dimensional Global Core Plus Fixed Income ETF

162 hedge funds and large institutions have $1.84B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 23

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

26% more funds holding in top 10

Funds holding in top 10: 2329 (+6)

17% more funds holding

Funds holding: 139162 (+23)

15% more capital invested

Capital invested by funds: $1.6B → $1.84B (+$244M)

1.02% less ownership

Funds ownership: 87.57%86.55% (-1%)

Holders
162
Holders Change
+23
Holders Change %
+16.55%
% of All Funds
1.97%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.35%
New
37
Increased
97
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
51
Red Lighthouse Investment Management
New York
$6.16M +$1.63M +29,657 +35%
Mariner
52
Mariner
Kansas
$6.1M +$200K +3,635 +3%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$5.37M +$5.47M +99,312 New
KF
54
Krilogy Financial
Missouri
$4.98M +$468K +8,506 +10%
ODA
55
One Degree Advisors
California
$4.96M +$227K +4,129 +5%
MW
56
Marrick Wealth
California
$4.74M +$4.82M +87,593 New
WC
57
Wolfstich Capital
Massachusetts
$4.72M +$4.8M +87,222 New
AC
58
Applied Capital
Arkansas
$4.68M +$999K +18,154 +27%
FFA
59
Farther Finance Advisors
California
$4.6M +$3.76M +68,319 +408%
HIA
60
HFM Investment Advisors
New Jersey
$4.51M +$41.6K +756 +0.9%
5NPW
61
55 North Private Wealth
Florida
$4.32M +$4.4M +79,929 New
LPL Financial
62
LPL Financial
California
$4.11M +$1.68M +30,544 +67%
CSB
63
City State Bank
Iowa
$3.83M +$953K +17,311 +32%
FF
64
Foundry Financial
California
$3.8M +$3.87M +70,325 New
SDWIA
65
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.71M +$41.8K +759 +1%
IPWA
66
International Private Wealth Advisors
California
$3.64M +$879K +15,965 +31%
Osaic Holdings
67
Osaic Holdings
Arizona
$3.54M +$1.09M +19,879 +44%
MSWM
68
Master's Wealth Management
Pennsylvania
$3.46M -$13.9M -252,353 -80%
NA
69
NewEdge Advisors
Louisiana
$3.46M -$802K -14,571 -19%
MFG
70
Merit Financial Group
Georgia
$3.46M -$4.95M -89,997 -58%
AWA
71
Acorn Wealth Advisors
Michigan
$3.37M -$306K -5,563 -8%
DI
72
Disciplined Investors
Texas
$3.36M +$414K +7,516 +14%
KIM
73
Kestra Investment Management
Texas
$3.06M +$979K +17,785 +46%
Truist Financial
74
Truist Financial
North Carolina
$2.99M -$104K -1,892 -3%
SWA
75
Sax Wealth Advisors
New Jersey
$2.97M +$790K +14,352 +35%