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Dimensional Global Core Plus Fixed Income ETF

162 hedge funds and large institutions have $1.84B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 23

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

26% more funds holding in top 10

Funds holding in top 10: 2329 (+6)

17% more funds holding

Funds holding: 139162 (+23)

15% more capital invested

Capital invested by funds: $1.6B → $1.84B (+$244M)

1.02% less ownership

Funds ownership: 87.57%86.55% (-1%)

Holders
162
Holders Change
+23
Holders Change %
+16.55%
% of All Funds
1.97%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.35%
New
37
Increased
97
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1
Forum Financial Management
Illinois
$339M +$12.1M +219,499 +4%
MPW
2
MASECO Private Wealth
$183M +$14.4M +262,209 +8%
SP
3
Symmetry Partners
Connecticut
$134M +$136M +2,471,670 New
VBA
4
von Borstel & Associates
Oregon
$75.1M +$2.55M +46,379 +3%
BPA
5
Beacon Pointe Advisors
California
$63.6M +$2.73M +49,635 +4%
W
6
WPWealth
Texas
$61M +$9.95M +180,668 +19%
RWM
7
Ruedi Wealth Management
Illinois
$49.7M +$4.09M +74,207 +9%
PWM
8
Penobscot Wealth Management
Maine
$46.4M +$2.83M +51,486 +6%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$45.5M +$4.85M +88,099 +12%
CW
10
Curio Wealth
Maryland
$41.3M +$7.47M +135,715 +22%
IAS
11
Integrity Advisory Solutions
Texas
$37.7M +$5.05M +91,697 +15%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$35.1M +$2.24M +40,781 +7%
Bank of America
13
Bank of America
North Carolina
$34.3M +$3.92M +71,233 +13%
TWA
14
TCI Wealth Advisors
Arizona
$32.7M +$565K +10,257 +2%
IA
15
Integrity Alliance
Iowa
$30.6M +$6.91M +125,601 +29%
AWM
16
AE Wealth Management
Kansas
$30.5M -$52.6K -956 -0.2%
MG
17
MilWealth Group
Wisconsin
$26.9M +$1.05M +19,123 +4%
DPW
18
DiNuzzo Private Wealth
Pennsylvania
$23.6M +$3.43M +62,255 +17%
SPWM
19
Straight Path Wealth Management
Michigan
$23.6M +$1.37M +24,901 +6%
BHWM
20
Beaird Harris Wealth Management
Texas
$23.1M +$8.3M +150,747 +54%
RA
21
RFG Advisory
Alabama
$22.7M +$1.13M +20,573 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$20.2M +$1.58M +28,735 +8%
UWM
23
United Wealth Management
Virginia
$20M +$598K +10,861 +3%
WAN
24
Wealth Advisors Northwest
Oregon
$15.9M +$3.43M +62,291 +27%
QFA
25
Quantum Financial Advisors
California
$15.7M +$2.36M +42,818 +17%