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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
PWMG
126
Private Wealth Management Group
New Jersey
$116K +$65.5K +1,193 +134%
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$110K +$4.72K +86 +5%
CMP
128
Coston McIsaac & Partners
Maine
$95K
PWA
129
Physician Wealth Advisors
Utah
$53.4K +$5.43K +99 +11%
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$50.8K
RFP
131
Root Financial Partners
California
$48.5K +$47.8K +872 New
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$36K +$17.6K +320 +100%
EWA
133
Elevate Wealth Advisory
Georgia
$32.5K
Comerica Bank
134
Comerica Bank
Texas
$28.6K +$165 +3 +0.6%
Wells Fargo
135
Wells Fargo
California
$9.28K +$9.16K +167 New
NRG
136
Nemes Rush Group
Michigan
$9K -$10.5K -191 -54%
Morgan Stanley
137
Morgan Stanley
New York
$4.22K +$4.17K +76 New
IA
138
IFP Advisors
Florida
$2.61K -$3.02K -55 -54%
AP
139
Aspect Partners
Virginia
$1.83K
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
-$2.48M -45,607 Closed
HighTower Advisors
141
HighTower Advisors
Illinois
-$301K -5,533 Closed
MSFS
142
Main Street Financial Solutions
Pennsylvania
-$289K -5,308 Closed
TC
143
TownSquare Capital
Utah
-$286K -5,244 Closed
HSG
144
Helen Stephens Group
Texas
-$253K -4,640 Closed
TWM
145
TCFG Wealth Management
California
-$204K -3,751 Closed
BIG
146
Brooklyn Investment Group
New York
-$119K -2,180 Closed
Jones Financial Companies
147
Jones Financial Companies
Missouri
-$107K -1,966 Closed
Raymond James Financial
148
Raymond James Financial
Florida
-$14.7K -270 Closed