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Dimensional Global ex US Core Fixed Income ETF

99 hedge funds and large institutions have $648M invested in Dimensional Global ex US Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
1.33%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
17
Increased
45
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
51
Smartleaf Asset Management
Massachusetts
$1.17M +$92.7K +1,738 +9%
CC
52
Copperleaf Capital
North Carolina
$1.14M -$747 -14 -0.1%
WAN
53
Wealth Advisors Northwest
Oregon
$1.06M +$811K +15,192 +327%
KAS
54
Kestra Advisory Services
Texas
$1.06M +$332K +6,215 +46%
LG
55
LAM Group
Oregon
$1.01M -$1.18M -22,115 -54%
BP
56
BWM Planning
Texas
$941K
CW
57
CreativeOne Wealth
Kansas
$865K +$53.3K +998 +7%
ATPW
58
Ashton Thomas Private Wealth
Arizona
$732K +$732K +13,716 New
IA
59
IFP Advisors
Florida
$686K +$4.91K +92 +0.7%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$674K +$408K +7,655 +154%
Osaic Holdings
61
Osaic Holdings
Arizona
$653K -$364K -6,840 -36%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$637K -$88.2K -1,653 -12%
SA
63
Stewardship Advisors
Pennsylvania
$625K -$9.82K -184 -2%
GWM
64
Geneos Wealth Management
Colorado
$618K -$412K -7,713 -40%
WP
65
Wealthspan Partners
Iowa
$606K -$63.2K -1,184 -9%
GCA
66
Greenwood Capital Associates
South Carolina
$585K +$264K +4,942 +82%
AIA
67
AssuredPartners Investment Advisors
Florida
$533K +$251K +4,709 +89%
UWM
68
USAdvisors Wealth Management
Minnesota
$533K +$533K +9,997 New
BGWM
69
Bridge Generations Wealth Management
Florida
$503K +$372K +6,980 +286%
Citadel Advisors
70
Citadel Advisors
Florida
$474K -$2.83M -52,981 -86%
APC
71
Aspire Private Capital
North Carolina
$468K
WRPWM
72
Werba Rubin Papier Wealth Management
California
$460K +$460K +8,624 New
Citigroup
73
Citigroup
New York
$422K +$66.4K +1,244 +19%
THL
74
Tillman Hartley LLC
Colorado
$390K
HKIMG
75
Hutchens & Kramer Investment Management Group
Indiana
$373K -$98.5K -1,842 -21%