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Dimensional Global Core Plus Fixed Income ETF

173 hedge funds and large institutions have $2.02B invested in Dimensional Global Core Plus Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 19

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

10% more capital invested

Capital invested by funds: $1.84B → $2.02B (+$178M)

7% more funds holding in top 10

Funds holding in top 10: 2931 (+2)

7% more funds holding

Funds holding: 162173 (+11)

0.42% less ownership

Funds ownership: 86.55%86.13% (-0.42%)

Holders
173
Holders Change
+11
Holders Change %
+6.79%
% of All Funds
2.13%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.38%
New
29
Increased
109
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
76
Master's Wealth Management
Pennsylvania
$2.99M -$473K -8,685 -14%
SWA
77
Sax Wealth Advisors
New Jersey
$2.97M
MFG
78
Merit Financial Group
Georgia
$2.82M -$631K -11,591 -18%
PA
79
PFG Advisors
Arizona
$2.82M +$292K +5,359 +11%
Truist Financial
80
Truist Financial
North Carolina
$2.8M -$178K -3,270 -6%
Cerity Partners
81
Cerity Partners
New York
$2.54M +$2.56M +47,119 New
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$2.52M +$708K +13,017 +39%
FG
83
Foster Group
Iowa
$2.49M -$106K -1,953 -4%
AHL
84
Abel Hall LLC
Louisiana
$2.49M -$10.2K -188 -0.4%
NL
85
NWAM LLC
Washington
$2.19M +$427K +7,842 +24%
KFAS
86
Keating Financial Advisory Services
Kansas
$2.14M +$867K +15,937 +67%
TWCA
87
Two West Capital Advisors
Kansas
$2.13M +$186K +3,411 +9%
XPN
88
XY Planning Network
Montana
$2M +$67.8K +1,246 +3%
AIS
89
American Investment Services
Massachusetts
$1.95M +$99.5K +1,828 +5%
FF
90
Foundry Financial
California
$1.9M -$1.91M -35,106 -50%
FWP
91
Firethorn Wealth Partners
Georgia
$1.84M -$69.1K -1,270 -4%
CW
92
CreativeOne Wealth
Kansas
$1.77M -$76.6K -1,407 -4%
GVAG
93
Great Valley Advisor Group
Delaware
$1.6M +$384K +7,061 +31%
PWP
94
Parkwoods Wealth Partners
New York
$1.51M +$334K +6,147 +28%
PCIA
95
Prime Capital Investment Advisors
Kansas
$1.41M +$11K +203 +0.8%
MML Investors Services
96
MML Investors Services
Massachusetts
$1.4M -$237K -4,353 -14%
AC
97
Apella Capital
Connecticut
$1.36M +$486K +8,936 +56%
KCWM
98
Kane Co Wealth Management
Iowa
$1.35M +$147K +2,710 +12%
VPF
99
Vantage Point Financial
Illinois
$1.27M +$48.2K +885 +4%
EAN
100
Excelsior Advisor Network
Colorado
$1.25M +$62.5K +1,148 +5%