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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 %
PCI
1
Planning Center Inc
Illinois
$64.5M +$2.93M +55,988 +5%
AC
2
Apella Capital
Connecticut
$48.7M +$31.7M +609,708 +186%
HIGP
3
Hill Investment Group Partners
Missouri
$47.6M -$112K -2,147 -0.2%
PP
4
PrairieView Partners
Minnesota
$43.4M +$1.74M +33,211 +4%
UWM
5
United Wealth Management
Virginia
$30.9M +$753K +14,419 +2%
AFA
6
Alpha Financial Advisors
North Carolina
$28.8M +$818K +15,655 +3%
HighTower Advisors
7
HighTower Advisors
Illinois
$21.9M +$843K +16,134 +4%
MSWMA
8
Market Street Wealth Management Advisors
Indiana
$20.8M +$20.8M +397,836 New
VP
9
Verisail Partners
Georgia
$19.9M +$561K +10,737 +3%
GM
10
GeoWealth Management
Illinois
$15.8M +$538K +10,294 +4%
MWM
11
Mattern Wealth Management
Kansas
$15.8M +$1.08M +20,613 +7%
AssetMark Inc
12
AssetMark Inc
California
$13.5M -$387K -7,407 -3%
SF
13
SageOak Financial
Oklahoma
$11.1M +$3.05M +58,448 +38%
PAG
14
Private Advisor Group
New Jersey
$10.4M +$7.14M +136,661 +221%
IA
15
Integrity Alliance
Iowa
$10.3M +$10.3M +197,015 New
HIA
16
HFM Investment Advisors
New Jersey
$9.95M +$9.95M +190,460 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$9.94M +$1.22M +23,421 +14%
YWM
18
Yardley Wealth Management
Pennsylvania
$9.76M -$1.7M -32,556 -15%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$9.73M +$31.5K +603 +0.3%
PCA
20
Prosperity Capital Advisors
Ohio
$8.18M +$355K +6,763 +5%
VWM
21
Vermillion Wealth Management
Minnesota
$8.01M +$634K +12,130 +9%
BWA
22
Babb Wealth Advisors
Arizona
$8.01M +$470K +8,994 +6%
Bank of America
23
Bank of America
North Carolina
$7.86M +$357K +6,842 +5%
Mariner
24
Mariner
Kansas
$7.29M +$7.29M +139,524 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.43M +$247K +4,736 +4%