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Dimensional Global Core Plus Fixed Income ETF

157 hedge funds and large institutions have $1.83B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
126
Timonier Family Office
North Carolina
$283K
BIG
127
Brooklyn Investment Group
New York
$281K
SIG
128
Spinnaker Investment Group
California
$277K
CWP
129
Concord Wealth Partners
Virginia
$276K
SFP
130
SwitchPoint Financial Planning
Utah
$262K
WRPWM
131
Werba Rubin Papier Wealth Management
California
$247K
AIM
132
Advyzon Investment Management
Illinois
$243K
IFA
133
Index Fund Advisors
California
$241K
Creative Planning
134
Creative Planning
Kansas
$234K
AWP
135
Axis Wealth Partners
Rhode Island
$229K
CA
136
Clearstead Advisors
Ohio
$228K
VFG
137
Victory Financial Group
Texas
$226K
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$100K
CMP
139
Coston McIsaac & Partners
Maine
$96K
TC
140
Trust Company
Kansas
$86.5K
Wells Fargo
141
Wells Fargo
California
$85.6K
PWMG
142
Private Wealth Management Group
New Jersey
$74.1K
Royal Bank of Canada
143
Royal Bank of Canada
Ontario, Canada
$74K
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$60K
PWA
145
Physician Wealth Advisors
Utah
$52.4K
RG
146
RHL Group
Michigan
$44.8K
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$43.6K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$38K
QC
149
Quent Capital
New York
$32.6K
EWA
150
Elevate Wealth Advisory
Georgia
$31.6K