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Dimensional Global Core Plus Fixed Income ETF

74 hedge funds and large institutions have $687M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
74
Holders Change
+22
Holders Change %
+42.31%
% of All Funds
1.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
26
Increased
38
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FFM
1
Forum Financial Management
Illinois
$292M 5,301,763 +194,495 +4%
JC
2
Jentner Corp
Ohio
$46.7M 846,980 +46,879 +6%
VAS
3
Vestmark Advisory Solutions
Massachusetts
$32.2M 584,567 +54,871 +10%
VBA
4
von Borstel & Associates
Oregon
$31.5M 572,269 +572,269 New
RWM
5
Ruedi Wealth Management
Illinois
$26.4M 478,402 +194,475 +68%
AWM
6
AE Wealth Management
Kansas
$25.9M 469,851 +45,547 +11%
Bank of America
7
Bank of America
North Carolina
$24.5M 445,549 +52,964 +13%
MG
8
MilWealth Group
Wisconsin
$24M 436,331 +14,571 +3%
TWA
9
TCI Wealth Advisors
Arizona
$23.3M 422,791 -5,597 -1%
SPWM
10
Straight Path Wealth Management
Michigan
$19.5M 353,964 +353,964 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$18.1M 328,147 +7,358 +2%
NA
12
NewEdge Advisors
Louisiana
$15.3M 277,935 +191,031 +220%
DPW
13
DiNuzzo Private Wealth
Pennsylvania
$14.4M 261,340 +28,289 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11.9M 216,150 +5,264 +2%
AFS
15
Annapolis Financial Services
Maryland
$7.87M 142,761 +23,046 +19%
QFA
16
Quantum Financial Advisors
California
$6.71M 121,777 +42,268 +53%
PWM
17
Penobscot Wealth Management
Maine
$5.17M 93,768 +7,474 +9%
OIA
18
OneDigital Investment Advisors
Kansas
$3.93M 71,364 +1,683 +2%
AWA
19
Acorn Wealth Advisors
Michigan
$3.5M 63,480 +20,746 +49%
ODA
20
One Degree Advisors
California
$3.45M 62,681 +62,681 New
SWM
21
Sanctuary Wealth Management
Idaho
$3.33M 60,416 +16,087 +36%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$2.85M 51,802 +5,696 +12%
AHL
23
Abel Hall LLC
Louisiana
$2.83M 51,412 +5,306 +12%
Truist Financial
24
Truist Financial
North Carolina
$2.83M 51,336 +2,355 +5%
MWP
25
Meredith Wealth Planning
Illinois
$2.81M 51,030 +18,377 +56%