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Dimensional Global Core Plus Fixed Income ETF

107 hedge funds and large institutions have $891M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
107
Holders Change
+33
Holders Change %
+44.59%
% of All Funds
1.42%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.21%
New
40
Increased
62
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FFM
1
Forum Financial Management
Illinois
$287M 5,436,899 +135,136 +3%
JC
2
Jentner Corp
Ohio
$50.9M 963,399 +116,419 +14%
VBA
3
von Borstel & Associates
Oregon
$46.8M 886,020 +313,751 +55%
RWM
4
Ruedi Wealth Management
Illinois
$39.7M 752,181 +273,779 +57%
PWM
5
Penobscot Wealth Management
Maine
$33M 625,408 +531,640 +567%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$32.9M 622,737 +38,170 +7%
AWM
7
AE Wealth Management
Kansas
$27.1M 512,313 +42,462 +9%
Bank of America
8
Bank of America
North Carolina
$27M 510,285 +64,736 +15%
MG
9
MilWealth Group
Wisconsin
$24.1M 455,876 +19,545 +4%
TWA
10
TCI Wealth Advisors
Arizona
$23.2M 439,797 +17,006 +4%
CW
11
Curio Wealth
Maryland
$20.5M 387,918 +387,918 New
SPWM
12
Straight Path Wealth Management
Michigan
$19.4M 366,902 +12,938 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$18.5M 349,569 +21,422 +7%
DPW
14
DiNuzzo Private Wealth
Pennsylvania
$15.7M 297,533 +36,193 +14%
UWM
15
United Wealth Management
Virginia
$14.7M 278,068 +278,068 New
NA
16
NewEdge Advisors
Louisiana
$14.6M 276,467 -1,468 -0.5%
MSWM
17
Master's Wealth Management
Pennsylvania
$14.5M 275,094 +275,094 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$14.1M 266,548 +50,398 +23%
AIM
19
Archer Investment Management
Texas
$13.3M 252,270 +252,270 New
ACP
20
Aveo Capital Partners
Colorado
$11.9M 225,644 +225,644 New
TCM
21
TruNorth Capital Management
Michigan
$10.1M 190,255 +190,255 New
BGWM
22
Bridge Generations Wealth Management
Florida
$9.65M 182,747 +182,747 New
QFA
23
Quantum Financial Advisors
California
$8.99M 170,176 +48,399 +40%
MWM
24
Modera Wealth Management
New Jersey
$8.85M 167,570 +167,570 New
MHB
25
Midwest Heritage Bank
Iowa
$6.63M 125,477 +106,578 +564%