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Dimensional Global Core Plus Fixed Income ETF

36 hedge funds and large institutions have $464M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
+14
Holders Change %
+63.64%
% of All Funds
0.52%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
17
Increased
17
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FFM
1
Forum Financial Management
Illinois
$266M 4,985,303 +4,985,303 New
JC
2
Jentner Corp
Ohio
$37.5M 701,896 +67,762 +11%
VAS
3
Vestmark Advisory Solutions
Massachusetts
$25.9M 484,689 +73,261 +18%
MG
4
MilWealth Group
Wisconsin
$21.9M 410,911 +10,019 +2%
TWA
5
TCI Wealth Advisors
Arizona
$21.7M 406,669 +11,923 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.9M 372,585 +168,881 +83%
Bank of America
7
Bank of America
North Carolina
$16.4M 307,001 +307,001 New
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$12.1M 226,411 +22,362 +11%
RWM
9
Ruedi Wealth Management
Illinois
$6.8M 127,341 +104,977 +469%
PWM
10
Penobscot Wealth Management
Maine
$4.14M 77,528 +77,528 New
AFS
11
Annapolis Financial Services
Maryland
$3.46M 64,857 +18,089 +39%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.37M 63,035 +47,215 +298%
OMC
13
Old Mission Capital
Illinois
$3.32M 62,226 +52,585 +545%
NA
14
NewEdge Advisors
Louisiana
$2.79M 52,207 +22,814 +78%
Truist Financial
15
Truist Financial
North Carolina
$2.25M 42,131 -3,147 -7%
Jane Street
16
Jane Street
New York
$1.94M 36,401 -140,947 -79%
QFA
17
Quantum Financial Advisors
California
$1.93M 36,075 +36,075 New
OIA
18
OneDigital Investment Advisors
Kansas
$1.91M 35,770 +35,770 New
GWM
19
Grand Wealth Management
Michigan
$1.64M 30,717 +30,717 New
SWM
20
Sanctuary Wealth Management
Idaho
$1.5M 28,114 +28,114 New
FWP
21
Firethorn Wealth Partners
Georgia
$1.43M 26,709 +19,744 +283%
AWA
22
Acorn Wealth Advisors
Michigan
$1.41M 26,448 +26,448 New
KF
23
Krilogy Financial
Missouri
$1.1M 20,633 +20,633 New
AC
24
Applied Capital
Arkansas
$985K 18,454 +11,101 +151%
AIS
25
American Investment Services
Massachusetts
$634K 11,876 +1,832 +18%