DFCF icon

Dimensional Core Fixed Income ETF

397 hedge funds and large institutions have $4.87B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 219 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
397
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
100
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$2.17M
Thrivent Financial for Lutherans
227
Thrivent Financial for Lutherans
Minnesota
$2.16M
WN
228
Williams & Novak
California
$2.14M
AWM
229
Arista Wealth Management
Nevada
$2.1M
GJIA
230
Glass Jacobson Investment Advisors
Maryland
$1.91M
APW
231
Austin Private Wealth
Texas
$1.86M
VFP
232
Verus Financial Partners
Virginia
$1.82M
QFA
233
Quantum Financial Advisors
California
$1.8M
FFM
234
Forum Financial Management
Illinois
$1.77M
SFP
235
SwitchPoint Financial Planning
Utah
$1.68M
MFC
236
Morris Financial Concepts
South Carolina
$1.64M
FCM
237
Family Capital Management
Michigan
$1.63M
SW
238
Schulz Wealth
Texas
$1.63M
LOPW
239
Live Oak Private Wealth
North Carolina
$1.62M
FA
240
Fiduciary Alliance
South Carolina
$1.57M
EAM
241
Evanson Asset Management
California
$1.57M
LA
242
LexAurum Advisors
Kansas
$1.56M
SAI
243
Savvy Advisors Inc
New York
$1.54M
HPM
244
Hoxton Planning & Management
West Virginia
$1.53M
IA
245
IFP Advisors
Florida
$1.51M
CWM
246
CIBC World Markets
New York
$1.48M
SC
247
Shearwater Capital
Colorado
$1.45M
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$1.44M
OFA
249
Onyx Financial Advisors
Idaho
$1.43M
UWM
250
USAdvisors Wealth Management
Minnesota
$1.42M