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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
SEI Investments
126
SEI Investments
Pennsylvania
$329K +$30K +545 +10%
VT
127
Vise Technologies
New York
$296K +$302K +5,479 New
TFO
128
Timonier Family Office
North Carolina
$283K -$24.9K -453 -8%
BIG
129
Brooklyn Investment Group
New York
$281K +$285K +5,184 New
SIG
130
Spinnaker Investment Group
California
$277K -$78.4K -1,424 -22%
CWP
131
Concord Wealth Partners
Virginia
$276K +$87.5K +1,589 +45%
SFP
132
SwitchPoint Financial Planning
Utah
$262K
WRPWM
133
Werba Rubin Papier Wealth Management
California
$247K +$6.33K +115 +3%
AIM
134
Advyzon Investment Management
Illinois
$243K +$247K +4,489 New
IFA
135
Index Fund Advisors
California
$241K +$6.11K +111 +3%
Creative Planning
136
Creative Planning
Kansas
$234K +$238K +4,327 New
AWP
137
Axis Wealth Partners
Rhode Island
$229K +$233K +4,237 New
CA
138
Clearstead Advisors
Ohio
$228K +$233K +4,224 New
VFG
139
Victory Financial Group
Texas
$226K +$230K +4,180 New
RCAG
140
Rehmann Capital Advisory Group
Michigan
$218K
BNA
141
BankChampaign National Association
Illinois
$188K +$27.5K +499 New
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$100K -$6.94K -126 -6%
CMP
143
Coston McIsaac & Partners
Maine
$96K +$3.14K +57 +3%
TC
144
Trust Company
Kansas
$86.5K +$88.1K +1,600 New
Wells Fargo
145
Wells Fargo
California
$85.6K +$78K +1,416 +848%
PWMG
146
Private Wealth Management Group
New Jersey
$74.1K -$39.2K -712 -34%
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$74K +$39.6K +720 +113%
SWP
148
Strategic Wealth Partners
Ohio
$62.4K -$171K -3,115 -73%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$60K +$10.8K +196 +21%
PWA
150
Physician Wealth Advisors
Utah
$52.4K +$495 +9 +0.9%