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Dimensional Global ex US Core Fixed Income ETF

92 hedge funds and large institutions have $571M invested in Dimensional Global ex US Core Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+15
Holders Change %
+19.48%
% of All Funds
1.25%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.2%
New
22
Increased
50
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPAS
76
Focus Partners Advisor Solutions
Missouri
$252K +$252K +4,832 New
WAN
77
Wealth Advisors Northwest
Oregon
$243K +$243K +4,643 New
KWM
78
KFG Wealth Management
Indiana
$233K -$43.6K -835 -16%
GWM
79
Grand Wealth Management
Michigan
$228K +$200K +3,830 +727%
CA
80
Clune & Associates
Illinois
$224K +$224K +4,296 New
SOS
81
Silver Oak Securities
Tennessee
$223K +$3.98K +76 +2%
HSG
82
Helen Stephens Group
Texas
$214K +$214K +4,105 New
TWCA
83
Two West Capital Advisors
Kansas
$213K +$213K +4,095 New
EC
84
Elequin Capital
New York
$169K -$798K -15,273 -83%
BGWM
85
Bridge Generations Wealth Management
Florida
$127K +$127K +2,440 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$126K +$52 +1 +0%
CAM
87
Clarity Asset Management
Iowa
$89.3K
CWP
88
Concord Wealth Partners
Virginia
$82.9K +$82.9K +1,587 New
PFM
89
Phillips Financial Management
Indiana
$72.4K
Wells Fargo
90
Wells Fargo
California
$20.7K +$20.7K +397 New
HI
91
Harbour Investments
Wisconsin
$4.44K
T
92
Transce3nd
Texas
$784 +$784 +15 New
RFP
93
RCS Financial Planning
Maryland
-$385K -7,365 Closed
KIM
94
Kestra Investment Management
Texas
-$287K -5,477 Closed
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
-$220K -4,197 Closed
VWWMG
96
Vermillion & White Wealth Management Group
Pennsylvania
-$31.4K -601 Closed
UBS Group
97
UBS Group
Switzerland
-$1.31K -25 Closed