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Dimensional Global Core Plus Fixed Income ETF

127 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 23 funds opening new positions, 68 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+12
Holders Change %
+10.43%
% of All Funds
1.7%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
23
Increased
68
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSFS
101
Main Street Financial Solutions
Pennsylvania
$289K -$18.8K -345 -6%
TC
102
TownSquare Capital
Utah
$286K
SFP
103
SwitchPoint Financial Planning
Utah
$264K
EFN
104
Equita Financial Network
Pennsylvania
$263K +$263K +4,828 New
HSG
105
Helen Stephens Group
Texas
$253K +$7.96K +146 +3%
PAG
106
Private Advisor Group
New Jersey
$241K +$241K +4,430 New
RFP
107
RCS Financial Planning
Maryland
$224K -$3.22K -59 -1%
RCAG
108
Rehmann Capital Advisory Group
Michigan
$220K
IFA
109
Index Fund Advisors
California
$220K -$27.8K -511 -11%
APC
110
Aspire Private Capital
North Carolina
$209K
TWM
111
TCFG Wealth Management
California
$204K -$15.6K -287 -7%
CWP
112
Concord Wealth Partners
Virginia
$191K -$2.94K -54 -2%
BIG
113
Brooklyn Investment Group
New York
$119K +$119K +2,180 New
Jones Financial Companies
114
Jones Financial Companies
Missouri
$107K +$107K +1,966 New
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$103K
UBS Group
116
UBS Group
Switzerland
$99.7K +$99.7K +1,829 New
CMP
117
Coston McIsaac & Partners
Maine
$93K +$54 +1 +0.1%
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$49.8K +$49.8K +914 New
PWMG
119
Private Wealth Management Group
New Jersey
$48.5K
PWA
120
Physician Wealth Advisors
Utah
$47K +$28.1K +515 +148%
EWA
121
Elevate Wealth Advisory
Georgia
$31.9K +$11.5K +211 +56%
Comerica Bank
122
Comerica Bank
Texas
$27.9K +$490 +9 +2%
NRG
123
Nemes Rush Group
Michigan
$19.2K
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$17K +$17K +320 New
Raymond James Financial
125
Raymond James Financial
Florida
$14.7K -$5.25M -96,356 -100%