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Dimensional Global Core Plus Fixed Income ETF

52 hedge funds and large institutions have $559M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
52
Holders Change
+16
Holders Change %
+44.44%
% of All Funds
0.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
17
Increased
32
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FFM
1
Forum Financial Management
Illinois
$270M 5,107,268 +121,965 +2%
JC
2
Jentner Corp
Ohio
$42.3M 800,101 +98,205 +14%
VAS
3
Vestmark Advisory Solutions
Massachusetts
$28M 529,696 +45,007 +9%
TWA
4
TCI Wealth Advisors
Arizona
$22.7M 428,388 +21,719 +5%
AWM
5
AE Wealth Management
Kansas
$22.4M 424,304 +424,304 New
MG
6
MilWealth Group
Wisconsin
$22.3M 421,760 +10,849 +3%
Bank of America
7
Bank of America
North Carolina
$20.8M 392,585 +85,584 +28%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$17M 320,789 +257,754 +409%
SW
9
Simplicity Wealth
New Jersey
$15.5M 292,168 +292,168 New
RWM
10
Ruedi Wealth Management
Illinois
$15M 283,927 +156,586 +123%
DPW
11
DiNuzzo Private Wealth
Pennsylvania
$12.3M 233,051 +6,640 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.2M 210,886 -161,699 -43%
AFS
13
Annapolis Financial Services
Maryland
$6.33M 119,715 +54,858 +85%
NA
14
NewEdge Advisors
Louisiana
$4.6M 86,904 +34,697 +66%
PWM
15
Penobscot Wealth Management
Maine
$4.6M 86,294 +8,766 +11%
QFA
16
Quantum Financial Advisors
California
$4.21M 79,509 +43,434 +120%
OIA
17
OneDigital Investment Advisors
Kansas
$3.69M 69,681 +33,911 +95%
OMC
18
Old Mission Capital
Illinois
$3.51M 66,342 +4,116 +7%
Truist Financial
19
Truist Financial
North Carolina
$2.59M 48,981 +6,850 +16%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$2.44M 46,106 +46,106 New
AHL
21
Abel Hall LLC
Louisiana
$2.44M 46,106 +46,106 New
SWM
22
Sanctuary Wealth Management
Idaho
$2.35M 44,329 +16,215 +58%
AWA
23
Acorn Wealth Advisors
Michigan
$2.26M 42,734 +16,286 +62%
Jane Street
24
Jane Street
New York
$2M 37,773 +1,372 +4%
FWP
25
Firethorn Wealth Partners
Georgia
$1.95M 36,890 +10,181 +38%