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Dimensional Global ex US Core Fixed Income ETF

36 hedge funds and large institutions have $125M invested in Dimensional Global ex US Core Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
36
Holders Change
+21
Holders Change %
+140%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
9
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIGP
1
Hill Investment Group Partners
Missouri
$32.3M 609,987 +609,987 New
AFA
2
Alpha Financial Advisors
North Carolina
$26.3M 496,971 +22,986 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$19.6M 369,321 +243,108 +193%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$8.79M 165,758 +2,829 +2%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$4.82M 90,940 +5,330 +6%
MWM
6
Mattern Wealth Management
Kansas
$4.01M 75,589 +68,234 +928%
Bank of America
7
Bank of America
North Carolina
$3.6M 67,945 +67,945 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.42M 45,720 +19,165 +72%
LAM
9
LifePro Asset Management
California
$2.24M 42,249 +42,249 New
Betterment LLC
10
Betterment LLC
New York
$2.15M 40,596 +40,596 New
Jane Street
11
Jane Street
New York
$1.95M 36,856 -94,707 -72%
OPS
12
Orion Portfolio Solutions
Nebraska
$1.82M 34,357 -2,392 -7%
BCI
13
Brinker Capital Investments
Pennsylvania
$1.82M 34,357 -2,392 -7%
OIA
14
OneDigital Investment Advisors
Kansas
$1.81M 34,102 +34,102 New
Truist Financial
15
Truist Financial
North Carolina
$1.71M 32,322 +5,947 +23%
LG
16
LAM Group
Oregon
$1.23M 23,165 +22,410 +2,968%
SAM
17
Smartleaf Asset Management
Massachusetts
$1.07M 20,104 +20,104 New
HKIMG
18
Hutchens & Kramer Investment Management Group
Indiana
$866K 16,398 +16,398 New
RA
19
RFG Advisory
Alabama
$839K 15,821 +15,821 New
EWA
20
EverSource Wealth Advisors
Alabama
$791K 15,202 +15,202 New
CC
21
Copperleaf Capital
North Carolina
$660K 12,458 +12,458 New
RFP
22
RCS Financial Planning
Maryland
$521K 9,823 +9,823 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$508K 9,575 +9,575 New
FFA
24
Farther Finance Advisors
California
$487K 9,210 +9,210 New
PWIA
25
Porter White Investment Advisors
Alabama
$402K 7,581 +7,581 New