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Dimensional Global Core Plus Fixed Income ETF

162 hedge funds and large institutions have $1.84B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 23

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

26% more funds holding in top 10

Funds holding in top 10: 2329 (+6)

17% more funds holding

Funds holding: 139162 (+23)

15% more capital invested

Capital invested by funds: $1.6B → $1.84B (+$244M)

1.02% less ownership

Funds ownership: 87.57%86.55% (-1%)

Holders
162
Holders Change
+23
Holders Change %
+16.55%
% of All Funds
1.97%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.35%
New
37
Increased
97
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$931K -$202K -3,675 -18%
AWA
102
Arkadios Wealth Advisors
Georgia
$910K +$927K +16,834 New
VFP
103
Vested Financial Planning
California
$894K +$46.8K +851 +5%
SC
104
Shearwater Capital
Colorado
$886K +$66.8K +1,213 +8%
AC
105
Apella Capital
Connecticut
$864K +$465K +8,441 +112%
BCM
106
Brookstone Capital Management
Illinois
$861K -$19.3K -350 -2%
AFO
107
Aurelius Family Office
New Hampshire
$825K -$8.09K -147 -1%
FA
108
Faithward Advisors
Pennsylvania
$807K +$169K +3,065 +26%
OCA
109
Optimus Capital Advisors
Texas
$706K +$718K +13,050 New
DAS
110
Diversify Advisory Services
Utah
$701K +$710K +12,899 New
AFA
111
Alpha Financial Advisors
North Carolina
$688K +$128K +2,326 +22%
MA
112
Mutual Advisors
Nebraska
$682K +$34.4K +625 +5%
DFP
113
Donalies Financial Planning
District of Columbia
$535K +$544K +9,889 New
BCI
114
Brinker Capital Investments
Pennsylvania
$480K +$231K +4,190 +89%
DWM
115
Daner Wealth Management
Georgia
$461K +$91.6K +1,664 +25%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$459K -$110K -2,006 -19%
PL
117
Plancorp LLC
Missouri
$454K +$14.8K +268 +3%
VF
118
Virtu Financial
New York
$410K +$417K +7,575 New
PAG
119
Private Advisor Group
New Jersey
$406K -$3.96K -72 -1%
SAI
120
Savvy Advisors Inc
New York
$386K -$54.3K -987 -12%
AWMM
121
Aegis Wealth Management (Maryland)
Maryland
$381K +$73.4K +1,333 +23%
FPAS
122
Focus Partners Advisor Solutions
Missouri
$370K -$319K -5,802 -46%
CCA
123
Clarity Capital Advisors
Florida
$357K +$11.6K +210 +3%
JWM
124
Johnson Wealth Management
North Dakota
$356K +$363K +6,585 New
AAS
125
Ameritas Advisory Services
Nebraska
$347K +$353K +6,416 New