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Dimensional Global Core Plus Fixed Income ETF

139 hedge funds and large institutions have $1.6B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 17

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $1.37B → $1.6B (+$230M)

9% more funds holding

Funds holding: 127139 (+12)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

2.93% more ownership

Funds ownership: 84.64%87.57% (+2.9%)

Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
1.82%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.3%
New
23
Increased
86
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$336M +$7.63M +139,155 +2%
MPW
2
MASECO Private Wealth
$174M +$25.3M +461,556 +17%
VBA
3
von Borstel & Associates
Oregon
$74.1M +$5.34M +97,269 +8%
BPA
4
Beacon Pointe Advisors
California
$62.6M +$61.8M +1,126,109 New
W
5
WPWealth
Texas
$52.7M +$5.59M +101,958 +12%
RWM
6
Ruedi Wealth Management
Illinois
$46.9M +$1.29M +23,555 +3%
PWM
7
Penobscot Wealth Management
Maine
$44.9M +$4.38M +79,779 +11%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$41.9M -$36M -655,721 -47%
CW
9
Curio Wealth
Maryland
$34.8M +$2.83M +51,632 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$33.8M +$3.61M +65,743 +12%
IAS
11
Integrity Advisory Solutions
Texas
$33.6M +$33.2M +604,867 New
M1FG
12
Mach-1 Financial Group
Arkansas
$33.6M +$33.2M +604,867 New
TWA
13
TCI Wealth Advisors
Arizona
$33M +$309K +5,633 +1%
AWM
14
AE Wealth Management
Kansas
$31.4M -$3.48M -63,386 -10%
Bank of America
15
Bank of America
North Carolina
$31.3M +$2.23M +40,639 +8%
MG
16
MilWealth Group
Wisconsin
$26.6M +$723K +13,171 +3%
IA
17
Integrity Alliance
Iowa
$24.5M +$1.95M +35,455 +9%
SPWM
18
Straight Path Wealth Management
Michigan
$22.8M +$1.07M +19,464 +5%
RA
19
RFG Advisory
Alabama
$22.1M +$142K +2,589 +0.7%
DPW
20
DiNuzzo Private Wealth
Pennsylvania
$20.5M +$1.47M +26,739 +8%
UWM
21
United Wealth Management
Virginia
$20M +$715K +13,036 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$19.2M +$473K +8,630 +3%
MSWM
23
Master's Wealth Management
Pennsylvania
$17.6M +$505K +9,206 +3%
BHWM
24
Beaird Harris Wealth Management
Texas
$15.4M +$10.2M +185,242 +201%
AIM
25
Archer Investment Management
Texas
$15M +$537K +9,786 +4%