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Dimensional Global Core Plus Fixed Income ETF

22 hedge funds and large institutions have $140M invested in Dimensional Global Core Plus Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
22
Holders Change
+22
Holders Change %
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
22
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JC
1
Jentner Corp
Ohio
$33.8M 634,134 +634,134 New
VAS
2
Vestmark Advisory Solutions
Massachusetts
$21.9M 411,428 +411,428 New
MG
3
MilWealth Group
Wisconsin
$21.4M 400,892 +400,892 New
TWA
4
TCI Wealth Advisors
Arizona
$21M 394,746 +394,746 New
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$10.9M 204,049 +204,049 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10.8M 203,704 +203,704 New
Jane Street
7
Jane Street
New York
$9.45M 177,348 +177,348 New
AFS
8
Annapolis Financial Services
Maryland
$2.49M 46,768 +46,768 New
Truist Financial
9
Truist Financial
North Carolina
$2.33M 45,278 +45,278 New
NA
10
NewEdge Advisors
Louisiana
$1.55M 29,393 +29,393 New
RWM
11
Ruedi Wealth Management
Illinois
$1.19M 22,364 +22,364 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$843K 15,820 +15,820 New
AIS
13
American Investment Services
Massachusetts
$535K 10,044 +10,044 New
OMC
14
Old Mission Capital
Illinois
$514K 9,641 +9,641 New
AC
15
Applied Capital
Arkansas
$392K 7,353 +7,353 New
FWP
16
Firethorn Wealth Partners
Georgia
$371K 6,965 +6,965 New
KAS
17
Kestra Advisory Services
Texas
$274K 5,153 +5,153 New
APC
18
Aspire Private Capital
North Carolina
$168K 3,159 +3,159 New
TWA
19
Tandem Wealth Advisors
Arizona
$60.9K 1,143 +1,143 New
Comerica Bank
20
Comerica Bank
Texas
$26.2K 491 +491 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$639 12 +12 New
TRCT
22
Tower Research Capital (TRC)
New York
$107 2 +2 New
CFGS
23
Concourse Financial Group Securities
Alabama