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Dimensional Global Core Plus Fixed Income ETF

139 hedge funds and large institutions have $1.6B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 17

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $1.37B → $1.6B (+$230M)

9% more funds holding

Funds holding: 127139 (+12)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

2.93% more ownership

Funds ownership: 84.64%87.57% (+2.9%)

Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
1.82%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.3%
New
23
Increased
86
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
101
Alpha Financial Advisors
North Carolina
$578K +$120K +2,179 +27%
PL
102
Plancorp LLC
Missouri
$452K
SAI
103
Savvy Advisors Inc
New York
$452K -$4.61K -84 -1%
AC
104
Apella Capital
Connecticut
$424K
PAG
105
Private Advisor Group
New Jersey
$421K +$173K +3,146 +71%
DAS
106
Dynamic Advisor Solutions
Arizona
$409K +$25.2K +460 +7%
DWM
107
Daner Wealth Management
Georgia
$379K -$5.21K -95 -1%
SIG
108
Spinnaker Investment Group
California
$364K +$359K +6,551 New
CCA
109
Clarity Capital Advisors
Florida
$355K
ACM
110
AlphaStar Capital Management
North Carolina
$339K +$335K +6,104 New
AWMM
111
Aegis Wealth Management (Maryland)
Maryland
$317K
TFO
112
Timonier Family Office
North Carolina
$317K -$16.1K -293 -5%
SEI Investments
113
SEI Investments
Pennsylvania
$307K -$94.9K -1,730 -24%
PFA
114
Pure Financial Advisors
California
$297K
EGWAG
115
Elwood & Goetz Wealth Advisory Group
Georgia
$288K +$284K +5,181 New
SFP
116
SwitchPoint Financial Planning
Utah
$269K
BCI
117
Brinker Capital Investments
Pennsylvania
$261K -$67.4K -1,228 -21%
WRPWM
118
Werba Rubin Papier Wealth Management
California
$248K +$244K +4,454 New
IFA
119
Index Fund Advisors
California
$242K +$17.7K +322 +8%
SWP
120
Strategic Wealth Partners
Ohio
$237K +$234K +4,269 New
RFP
121
RCS Financial Planning
Maryland
$233K +$4.94K +90 +2%
RCAG
122
Rehmann Capital Advisory Group
Michigan
$224K
APC
123
Aspire Private Capital
North Carolina
$209K -$4.33K -79 -2%
CWP
124
Concord Wealth Partners
Virginia
$195K
UBS Group
125
UBS Group
Switzerland
$171K +$69K +1,257 +69%