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Dimensional International Core Fixed Income ETF

144 hedge funds and large institutions have $986M invested in Dimensional International Core Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

286% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 21

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

21% more funds holding

Funds holding: 119144 (+25)

21% more capital invested

Capital invested by funds: $817M → $986M (+$169M)

1.32% more ownership

Funds ownership: 73.01%74.33% (+1.3%)

Holders
144
Holders Change
+25
Holders Change %
+21.01%
% of All Funds
1.75%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.33%
New
34
Increased
81
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Apella Capital
Connecticut
$102M +$14.3M +265,446 +16%
PCI
2
Planning Center Inc
Illinois
$77.7M +$8.71M +161,746 +12%
HIGP
3
Hill Investment Group Partners
Missouri
$51.3M +$2.11M +39,137 +4%
SC
4
Savant Capital
Illinois
$36.5M -$9.18M -170,464 -20%
AFA
5
Alpha Financial Advisors
North Carolina
$34.6M +$3.02M +56,021 +9%
MSWMA
6
Market Street Wealth Management Advisors
Indiana
$34.3M +$5.34M +99,127 +18%
EFP
7
Elser Financial Planning
Indiana
$33.4M +$34.2M +635,207 New
UWM
8
United Wealth Management
Virginia
$33.2M +$2.56M +47,567 +8%
PWMG
9
Private Wealth Management Group
New Jersey
$30.8M +$2.21M +40,994 +8%
HighTower Advisors
10
HighTower Advisors
Illinois
$23.8M +$1.44M +26,668 +6%
VP
11
Verisail Partners
Georgia
$21.9M +$1.47M +27,300 +7%
GWMT
12
Guardian Wealth Management (Tennessee)
Tennessee
$20.6M +$21M +390,548 New
LWM
13
Liberty Wealth Management
California
$19.3M +$19.8M +367,041 New
MWM
14
Mattern Wealth Management
Kansas
$18.4M +$1.95M +36,175 +12%
EFN
15
Equita Financial Network
Pennsylvania
$17.5M +$2.21M +41,034 +14%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$17.4M +$2.72M +50,435 +18%
PAG
17
Private Advisor Group
New Jersey
$15.8M +$3.09M +57,333 +24%
OPWM
18
Oakwell Private Wealth Management
Texas
$15.4M +$1.68M +31,164 +12%
GM
19
GeoWealth Management
Illinois
$14.7M +$604K +11,214 +4%
AssetMark Inc
20
AssetMark Inc
California
$14.4M -$274K -5,094 -2%
SRB
21
Shotwell Rutter Baer
Michigan
$13.4M +$1.05M +19,501 +8%
IA
22
Integrity Alliance
Iowa
$13.4M +$2.03M +37,660 +17%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$13.2M +$1.9M +35,243 +16%
VWM
24
Vermillion Wealth Management
Minnesota
$13M +$3.49M +64,711 +35%
SF
25
SageOak Financial
Oklahoma
$12.3M +$569K +10,566 +5%