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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 %
PWP
101
Parkwoods Wealth Partners
New York
$209K +$209K +3,913 New
APC
102
Aspire Private Capital
North Carolina
$205K -$24.3K -455 -11%
CWP
103
Concord Wealth Partners
Virginia
$191K +$214 +4 +0.1%
RLIM
104
Red Lighthouse Investment Management
New York
$142K -$1.83M -34,258 -93%
PFM
105
Phillips Financial Management
Indiana
$116K
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$101K +$98.5K +1,843 +3,921%
CMP
107
Coston McIsaac & Partners
Maine
$92K -$1.98K -37 -2%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$54.6K +$54.6K +1,022 New
PWMG
109
Private Wealth Management Group
New Jersey
$47.6K +$47.6K +890 New
Comerica Bank
110
Comerica Bank
Texas
$26.9K -$801 -15 -3%
EWA
111
Elevate Wealth Advisory
Georgia
$20K +$20K +374 New
NRG
112
Nemes Rush Group
Michigan
$18.9K +$9.08K +170 +93%
PWA
113
Physician Wealth Advisors
Utah
$18.5K +$8.18K +153 +79%
IA
114
IFP Advisors
Florida
$13.4K +$1.28K +24 +11%
AP
115
Aspect Partners
Virginia
$1.76K
IA
116
IFG Advisory
Georgia
-$15.3K -15,000 Closed
T
117
Tableaux
Massachusetts
-$699K -13,228 Closed
SC
118
Shearwater Capital
Colorado
-$307K -5,803 Closed
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
-$279K -5,281 Closed
MWM
120
Mattern Wealth Management
Kansas
-$214K -4,060 Closed
EWA
121
EverSource Wealth Advisors
Alabama
-$38.7K -732 Closed
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
-$7K -136 Closed
HNB
123
Huntington National Bank
Ohio
-$205K