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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 %
AC
1
Apella Capital
Connecticut
$71.9M +$22M +411,664 +44%
PCI
2
Planning Center Inc
Illinois
$67.6M +$1.67M +31,320 +3%
HIGP
3
Hill Investment Group Partners
Missouri
$48.7M +$131K +2,459 +0.3%
PP
4
PrairieView Partners
Minnesota
$45.4M +$1.02M +19,061 +2%
UWM
5
United Wealth Management
Virginia
$30.8M -$709K -13,279 -2%
AFA
6
Alpha Financial Advisors
North Carolina
$30.8M +$1.46M +27,383 +5%
MSWMA
7
Market Street Wealth Management Advisors
Indiana
$25.3M +$4.06M +76,057 +19%
HighTower Advisors
8
HighTower Advisors
Illinois
$21.7M -$703K -13,169 -3%
VP
9
Verisail Partners
Georgia
$20.5M +$114K +2,139 +0.6%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$20.2M +$10.3M +192,758 +104%
MWM
11
Mattern Wealth Management
Kansas
$16.3M +$195K +3,663 +1%
AssetMark Inc
12
AssetMark Inc
California
$15M +$1.19M +22,260 +9%
PAG
13
Private Advisor Group
New Jersey
$13.1M +$2.51M +46,965 +24%
GM
14
GeoWealth Management
Illinois
$12.6M -$3.47M -64,972 -22%
SRB
15
Shotwell Rutter Baer
Michigan
$12.1M +$12.1M +227,258 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$12M +$1.9M +35,656 +19%
SF
17
SageOak Financial
Oklahoma
$11.2M -$53.5K -1,003 -0.5%
IA
18
Integrity Alliance
Iowa
$10.4M -$70K -1,311 -0.7%
YWM
19
Yardley Wealth Management
Pennsylvania
$10.3M +$332K +6,222 +3%
SCA
20
Strathmore Capital Advisors
North Carolina
$9.49M +$9.49M +178,127 New
Mariner
21
Mariner
Kansas
$9.3M +$1.85M +34,734 +25%
VWM
22
Vermillion Wealth Management
Minnesota
$8.69M +$507K +9,501 +6%
BWA
23
Babb Wealth Advisors
Arizona
$8.57M +$394K +7,383 +5%
HIA
24
HFM Investment Advisors
New Jersey
$7.96M -$2.21M -41,332 -22%
Bank of America
25
Bank of America
North Carolina
$7.69M -$342K -6,417 -4%