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Dimensional Core Fixed Income ETF

403 hedge funds and large institutions have $4.58B invested in Dimensional Core Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 222 increasing their positions, 115 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 115

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

3% more funds holding

Funds holding: 391403 (+12)

1% less funds holding in top 10

Funds holding in top 10: 104103 (-1)

5% less capital invested

Capital invested by funds: $4.8B → $4.58B (-$219M)

2,387.27% less ownership

Funds ownership: 2,456.72%69.45% (-2,387%)

Holders
403
Holders Change
+12
Holders Change %
+3.07%
% of All Funds
5.4%
Holding in Top 10
103
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.96%
% of All Funds
1.38%
New
38
Increased
222
Reduced
115
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
226
Glass Jacobson Investment Advisors
Maryland
$1.64M
SFP
227
SwitchPoint Financial Planning
Utah
$1.61M +$549K +13,181 +52%
Envestnet Portfolio Solutions
228
Envestnet Portfolio Solutions
Illinois
$1.61M +$38.3K +920 +2%
EAM
229
Evanson Asset Management
California
$1.56M +$3.88K +93 +0.3%
MMPW
230
Mitchell McLeod Pugh & Williams
Alabama
$1.56M +$703K +16,866 +84%
MWA
231
Mills Wealth Advisors
Texas
$1.55M -$213K -5,118 -12%
MEG
232
Millstone Evans Group
Colorado
$1.54M +$27.1K +650 +2%
LA
233
LexAurum Advisors
Kansas
$1.53M -$40.4K -970 -3%
WANY
234
Wealthspire Advisors (New York)
New York
$1.52M
OFA
235
Onyx Financial Advisors
Idaho
$1.51M +$42.6K +1,022 +3%
FCM
236
Family Capital Management
Michigan
$1.5M +$202K +4,843 +16%
SIC
237
Samalin Investment Counsel
New York
$1.47M -$19.7K -473 -1%
HTWM
238
Hartmann Taylor Wealth Management
Texas
$1.47M +$1.45M +34,895 New
CWM
239
CIBC World Markets
New York
$1.46M -$4.17K -100 -0.3%
SC
240
Shearwater Capital
Colorado
$1.45M +$375 +9 +0%
RWP
241
Revolve Wealth Partners
New Jersey
$1.38M +$1.36M +32,745 New
AWM
242
Ariadne Wealth Management
California
$1.32M -$25.6K -615 -2%
FTUS
243
Flow Traders U.S.
New York
$1.32M +$1.31M +31,351 New
UWM
244
USAdvisors Wealth Management
Minnesota
$1.3M -$943K -22,622 -42%
MWM
245
Mission Wealth Management
California
$1.28M -$58.4K -1,402 -4%
EFP
246
Elser Financial Planning
Indiana
$1.28M -$143B -3,439,882,859 -100%
TL
247
Tradewinds LLC
North Carolina
$1.27M +$1.26M +30,204 New
BW
248
Balance Wealth
Ohio
$1.27M +$1.26M +30,194 New
BOC
249
Blue Oak Capital
California
$1.23M +$817K +19,593 +204%
SAM
250
Smartleaf Asset Management
Massachusetts
$1.22M +$14.2K +341 +1%

DFCF Hedge Fund Activity: Q1 2025 in Review

403 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q1 2025, worth a combined $4.58B — down 4.6% from $4.8B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFCF positions and 20 closed out — a net gain of 18 holders — while 222 added to existing stakes and 115 trimmed.

The largest buyer was Hemington Wealth Management, adding an estimated $65.4M. The largest seller was Elser Financial Planning, cutting an estimated $143B.

  • 403 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q1 2025, up from 391 in Q4 2024.
  • Funds reported $4.58B of Dimensional Core Fixed Income ETF stock for Q1 2025, down 4.6% quarter-over-quarter.
  • 38 funds opened new Dimensional Core Fixed Income ETF positions in Q1 2025 and 20 closed out, a net change of +18 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q1 2025 was Hemington Wealth Management, an estimated $65.4M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q1 2025 was Elser Financial Planning, an estimated $143B sold.

Based on aggregated 13F filings for Q1 2025.