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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
TWP
101
Triad Wealth Partners
Kansas
$1.25M +$171K +3,135 +16%
PAG
102
Private Advisor Group
New Jersey
$1.21M +$810K +14,879 +198%
AFA
103
Alpha Financial Advisors
North Carolina
$1.09M +$403K +7,403 +58%
TF
104
Tandem Financial
Colorado
$1.08M +$1.09M +20,009 New
Wells Fargo
105
Wells Fargo
California
$1M +$922K +16,942 +1,070%
BCM
106
Brookstone Capital Management
Illinois
$975K +$116K +2,136 +13%
SC
107
Shearwater Capital
Colorado
$927K +$42.9K +789 +5%
VFP
108
Vested Financial Planning
California
$927K +$34K +624 +4%
AWA
109
Arkadios Wealth Advisors
Georgia
$909K
FA
110
Faithward Advisors
Pennsylvania
$890K +$84.3K +1,549 +10%
MA
111
Mutual Advisors
Nebraska
$867K +$187K +3,445 +27%
SWM
112
Sterling Wealth Management
Illinois
$824K +$830K +15,257 New
AFO
113
Aurelius Family Office
New Hampshire
$815K -$8.05K -148 -1%
DWM
114
Diversify Wealth Management
Utah
$793K +$797K +14,648 New
CL
115
Choreo LLC
Illinois
$596K +$600K +11,031 New
DFP
116
Donalies Financial Planning
District of Columbia
$591K +$57.5K +1,057 +11%
DWM
117
Daner Wealth Management
Georgia
$582K +$125K +2,299 +27%
BCI
118
Brinker Capital Investments
Pennsylvania
$576K +$96.9K +1,780 +20%
OCA
119
Optimus Capital Advisors
Texas
$550K -$156K -2,858 -22%
FPAS
120
Focus Partners Advisor Solutions
Missouri
$515K +$147K +2,707 +40%
PL
121
Plancorp LLC
Missouri
$506K +$50.1K +921 +11%
SEI Investments
122
SEI Investments
Pennsylvania
$458K +$131K +2,400 +39%
IWM
123
IHT Wealth Management
Illinois
$445K +$461K +8,476 New
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$440K -$18K -330 -4%
HP
125
Holistic Planning
Texas
$436K +$439K +8,076 New