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Dimensional Global Core Plus Fixed Income ETF

107 hedge funds and large institutions have $891M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
107
Holders Change
+33
Holders Change %
+44.59%
% of All Funds
1.42%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.21%
New
40
Increased
62
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$279K +$279K +5,281 New
GCA
77
Gradient Capital Advisors
California
$272K +$272K +5,142 New
PWM
78
PBMares Wealth Management
Virginia
$263K +$21.4K +405 +9%
SFP
79
SwitchPoint Financial Planning
Utah
$256K +$256K +4,838 New
RFP
80
RCS Financial Planning
Maryland
$255K +$255K +4,820 New
IFA
81
Index Fund Advisors
California
$253K +$46K +871 +22%
MSFS
82
Main Street Financial Solutions
Pennsylvania
$246K +$246K +4,662 New
OPS
83
Orion Portfolio Solutions
Nebraska
$245K +$52.6K +995 +27%
BCI
84
Brinker Capital Investments
Pennsylvania
$245K +$52.6K +995 +27%
GVAG
85
Great Valley Advisor Group
Delaware
$235K +$235K +4,458 New
FFA
86
Farther Finance Advisors
California
$233K +$159K +3,016 +217%
PL
87
Plancorp LLC
Missouri
$230K +$230K +4,363 New
APC
88
Aspire Private Capital
North Carolina
$227K +$3.96K +75 +2%
AWM
89
Aegis Wealth Management
Maryland
$216K +$216K +4,082 New
MWM
90
Mattern Wealth Management
Kansas
$214K -$697K -13,201 -76%
HSG
91
Helen Stephens Group
Texas
$207K +$12K +227 +6%
HNB
92
Huntington National Bank
Ohio
$205K
RCAG
93
Rehmann Capital Advisory Group
Michigan
$205K +$205K +3,873 New
SAI
94
Savvy Advisors Inc
New York
$201K +$201K +3,804 New
OLVIG
95
Oliver Lagore Vanvalin Investment Group
Michigan
$199K +$127K +2,405 +176%
CWP
96
Concord Wealth Partners
Virginia
$188K +$188K +3,562 New
PFM
97
Phillips Financial Management
Indiana
$114K
CMP
98
Coston McIsaac & Partners
Maine
$92K +$58.9K +1,126 +178%
KIM
99
Kestra Investment Management
Texas
$55.6K +$55.6K +1,052 New
EWA
100
EverSource Wealth Advisors
Alabama
$38.7K +$38.7K +732 New