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Dimensional Core Fixed Income ETF

399 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 30 funds opening new positions, 219 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 121

6% more capital invested

Capital invested by funds: $4.58B → $4.87B (+$288M)

0.79% less ownership

Funds ownership: 69.45%68.67% (-0.79%)

1% less funds holding

Funds holding: 403399 (-4)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
399
Holders Change
-4
Holders Change %
-0.99%
% of All Funds
5.25%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.32%
New
30
Increased
219
Reduced
121
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HTWM
251
Hartmann Taylor Wealth Management
Texas
$1.41M -$62.6K -1,500 -4%
CC
252
Copperleaf Capital
North Carolina
$1.37M +$221K +5,292 +20%
NCM
253
New Capital Management
Texas
$1.35M -$4.67M -111,932 -78%
Citigroup
254
Citigroup
New York
$1.32M +$951K +22,794 +272%
MWM
255
Mission Wealth Management
California
$1.31M +$16.3K +390 +1%
I
256
INVST
Indiana
$1.29M +$249K +5,975 +24%
EFP
257
Elser Financial Planning
Indiana
$1.29M
MWA
258
Mills Wealth Advisors
Texas
$1.28M -$274K -6,569 -18%
OFI
259
Outbound Financial Inc
Colorado
$1.24M +$1.23M +29,378 New
SIC
260
Samalin Investment Counsel
New York
$1.23M -$248K -5,947 -17%
BOC
261
Blue Oak Capital
California
$1.23M -$7.63K -183 -0.6%
SAM
262
Smartleaf Asset Management
Massachusetts
$1.2M -$21.2K -509 -2%
GWM
263
Geneos Wealth Management
Colorado
$1.19M -$397K -9,520 -25%
OA
264
Oceanside Advisors
South Carolina
$1.16M -$26.9K -644 -2%
FWP
265
Firethorn Wealth Partners
Georgia
$1.16M +$23.4K +562 +2%
VHAM
266
Van Hulzen Asset Management
California
$1.14M +$38.1K +914 +4%
HFA
267
Hippocratic Financial Advisors
California
$1.11M -$6.99M -167,587 -86%
MSFS
268
Main Street Financial Solutions
Pennsylvania
$1.09M +$31.9K +765 +3%
GFM
269
GEN Financial Management
Minnesota
$1.04M
AWP
270
Axis Wealth Partners
Rhode Island
$973K +$671K +16,101 +232%
CTWM
271
Cherry Tree Wealth Management
Minnesota
$958K +$13.4K +322 +1%
LSIA
272
LaSalle St. Investment Advisors
Illinois
$957K +$112K +2,675 +13%
CAG
273
Csenge Advisory Group
Florida
$950K +$34.1K +818 +4%
IAG
274
Investment Advisory Group
Massachusetts
$943K +$7.8K +187 +0.8%
BIG
275
Builder Investment Group
Georgia
$923K +$5.71K +137 +0.6%

DFCF Hedge Fund Activity: Q2 2025 in Review

399 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q2 2025, worth a combined $4.87B — up 6.3% from $4.58B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of DFCF and 30 opened new positions — a net loss of 1 holder — while 121 trimmed existing stakes and 219 added.

The largest buyer was True Link Financial Advisors, opening a new position worth an estimated $118M. The largest seller was WPWealth, cutting an estimated $39M.

  • 399 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q2 2025, down from 403 in Q1 2025.
  • Funds reported $4.87B of Dimensional Core Fixed Income ETF stock for Q2 2025, up 6.3% quarter-over-quarter.
  • 30 funds opened new Dimensional Core Fixed Income ETF positions in Q2 2025 and 31 closed out, a net change of -1 holder.
  • The largest Dimensional Core Fixed Income ETF buyer in Q2 2025 was True Link Financial Advisors, an estimated $118M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q2 2025 was WPWealth, an estimated $39M sold.

Based on aggregated 13F filings for Q2 2025.