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Dimensional Global Core Plus Fixed Income ETF

115 hedge funds and large institutions have $1.02B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+8
Holders Change %
+7.48%
% of All Funds
1.56%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
19
Increased
66
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFA
76
Alpha Financial Advisors
North Carolina
$482K +$113K +2,123 +31%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$471K -$803K -15,037 -63%
VPF
78
Vantage Point Financial
Illinois
$459K +$459K +8,597 New
VF
79
Virtu Financial
New York
$451K +$451K +8,439 New
PL
80
Plancorp LLC
Missouri
$435K +$201K +3,770 +86%
LA
81
Lane & Associates
New Jersey
$413K +$14.7K +275 +4%
TWP
82
Triad Wealth Partners
Kansas
$399K +$399K +7,467 New
FA
83
Faithward Advisors
Pennsylvania
$387K +$31.1K +582 +9%
SAI
84
Savvy Advisors Inc
New York
$387K +$184K +3,446 +91%
CCA
85
Clarity Capital Advisors
Florida
$341K +$341K +6,380 New
AWM
86
Aegis Wealth Management
Maryland
$305K +$87.1K +1,630 +40%
MSFS
87
Main Street Financial Solutions
Pennsylvania
$302K +$52.9K +991 +21%
DAS
88
Dynamic Advisor Solutions
Arizona
$293K +$293K +5,490 New
TC
89
TownSquare Capital
Utah
$280K -$247K -4,630 -47%
GCA
90
Gradient Capital Advisors
California
$275K
OPS
91
Orion Portfolio Solutions
Nebraska
$270K +$22.2K +416 +9%
BCI
92
Brinker Capital Investments
Pennsylvania
$270K +$22.2K +416 +9%
PWM
93
PBMares Wealth Management
Virginia
$266K
SFP
94
SwitchPoint Financial Planning
Utah
$258K
FFA
95
Farther Finance Advisors
California
$246K +$9.8K +183 +4%
IFA
96
Index Fund Advisors
California
$243K -$13.6K -255 -5%
HSG
97
Helen Stephens Group
Texas
$240K +$30.6K +572 +15%
RFP
98
RCS Financial Planning
Maryland
$223K -$35K -655 -14%
TWM
99
TCFG Wealth Management
California
$216K -$1M -18,753 -82%
RCAG
100
Rehmann Capital Advisory Group
Michigan
$216K +$8.76K +164 +4%