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Dimensional Global Core Plus Fixed Income ETF

115 hedge funds and large institutions have $1.02B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$21.6M
2 +$19.9M
3 +$14.8M
4
FFM
Forum Financial Management
Illinois
+$9.58M
5
Mariner
Mariner
Kansas
+$5.7M

Top Sellers

1 -$21.2B
2 -$7.71M
3 -$2.52M
4
Jane Street
Jane Street
New York
-$2.32M
5
OMC
Old Mission Capital
Illinois
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$300M
VBA
2
von Borstel & Associates
Oregon
$62.2M
JC
3
Jentner Corp
Ohio
$54.4M
RWM
4
Ruedi Wealth Management
Illinois
$42M
PWM
5
Penobscot Wealth Management
Maine
$35.9M
VAS
6
Vestmark Advisory Solutions
Massachusetts
$33.4M
AWM
7
AE Wealth Management
Kansas
$29.1M
Bank of America
8
Bank of America
North Carolina
$25.4M
MG
9
MilWealth Group
Wisconsin
$24.9M
TWA
10
TCI Wealth Advisors
Arizona
$24.6M
RA
11
RFG Advisory
Alabama
$21.6M
CW
12
Curio Wealth
Maryland
$20.8M
SPWM
13
Straight Path Wealth Management
Michigan
$20.3M
IA
14
Integrity Alliance
Iowa
$19.9M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$19.4M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$18.2M
UWM
17
United Wealth Management
Virginia
$18M
DPW
18
DiNuzzo Private Wealth
Pennsylvania
$17.2M
MSWM
19
Master's Wealth Management
Pennsylvania
$15.6M
ACP
20
Aveo Capital Partners
Colorado
$12.8M
AIM
21
Archer Investment Management
Texas
$12.7M
MHB
22
Midwest Heritage Bank
Iowa
$12.2M
TCM
23
TruNorth Capital Management
Michigan
$10.8M
MWM
24
Modera Wealth Management
New Jersey
$10.7M
QFA
25
Quantum Financial Advisors
California
$9.49M