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Dimensional Global Core Plus Fixed Income ETF

126 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 22 funds opening new positions, 68 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
1.69%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
22
Increased
68
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
101
TownSquare Capital
Utah
$286K 5,244
SFP
102
SwitchPoint Financial Planning
Utah
$264K 4,838
EFN
103
Equita Financial Network
Pennsylvania
$263K 4,828 +4,828 New
HSG
104
Helen Stephens Group
Texas
$253K 4,640 +146 +3%
PAG
105
Private Advisor Group
New Jersey
$241K 4,430 +4,430 New
RFP
106
RCS Financial Planning
Maryland
$224K 4,106 -59 -1%
RCAG
107
Rehmann Capital Advisory Group
Michigan
$220K 4,037
IFA
108
Index Fund Advisors
California
$220K 4,032 -511 -11%
APC
109
Aspire Private Capital
North Carolina
$209K 3,843
TWM
110
TCFG Wealth Management
California
$204K 3,751 -287 -7%
CWP
111
Concord Wealth Partners
Virginia
$191K 3,512 -54 -2%
BIG
112
Brooklyn Investment Group
New York
$119K 2,180 +2,180 New
Jones Financial Companies
113
Jones Financial Companies
Missouri
$107K 1,966 +1,966 New
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$103K 1,890
UBS Group
115
UBS Group
Switzerland
$99.7K 1,829 +1,829 New
CMP
116
Coston McIsaac & Partners
Maine
$93K 1,724 +1 +0.1%
National Bank of Canada
117
National Bank of Canada
Quebec, Canada
$49.8K 914 +914 New
PWMG
118
Private Wealth Management Group
New Jersey
$48.5K 890
PWA
119
Physician Wealth Advisors
Utah
$47K 862 +515 +148%
EWA
120
Elevate Wealth Advisory
Georgia
$31.9K 585 +211 +56%
Comerica Bank
121
Comerica Bank
Texas
$27.9K 512 +9 +2%
NRG
122
Nemes Rush Group
Michigan
$19.2K 353
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$17K 320 +320 New
Raymond James Financial
124
Raymond James Financial
Florida
$14.7K 270 -96,356 -100%
IA
125
IFP Advisors
Florida
$5.58K 102 -149 -59%