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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
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$921K +$151K +3,621 +20%
PS
277
Pinney & Scofield
Massachusetts
$905K +$40.1K +962 +5%
JWA
278
JFS Wealth Advisors
Pennsylvania
$869K +$751 +18 +0.1%
ATPW
279
Ashton Thomas Private Wealth
Arizona
$849K +$611K +14,647 +270%
AC
280
AWM Capital
Arizona
$842K +$4.5K +108 +0.5%
CCM
281
Cloud Capital Management
Washington
$826K +$76.6K +1,836 +10%
AWM
282
Ariadne Wealth Management
California
$786K -$553K -13,263 -42%
MCA
283
MSH Capital Advisors
Arizona
$779K -$38.4K -921 -5%
ALWM
284
Andrews Lucia Wealth Management
California
$779K +$120K +2,884 +19%
TC
285
TAGStone Capital
North Carolina
$775K +$6.17K +148 +0.8%
Susquehanna International Group
286
Susquehanna International Group
Pennsylvania
$755K +$745K +17,859 New
SIG
287
Spinnaker Investment Group
California
$733K -$3.23M -77,428 -82%
BOSSRA
288
B.O.S.S. Retirement Advisors
Utah
$728K -$16.5K -395 -2%
WTA
289
Washington Trust Advisors
Massachusetts
$719K +$27.5K +660 +4%
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$717K -$127K -3,047 -15%
UBS Group
291
UBS Group
Switzerland
$687K +$678K +16,248 +406,200%
TFP
292
Triune Financial Partners
Kansas
$656K -$137K -3,290 -17%
EWA
293
Exencial Wealth Advisors
Oklahoma
$639K +$13.3K +320 +2%
PFGIA
294
Patriot Financial Group Insurance Agency
Massachusetts
$629K +$2.92K +70 +0.5%
WRPWM
295
Werba Rubin Papier Wealth Management
California
$629K +$311K +7,461 +101%
AWM
296
Apollon Wealth Management
South Carolina
$610K +$178K +4,259 +42%
TWCA
297
Two West Capital Advisors
Kansas
$609K -$73.7K -1,768 -11%
MHB
298
Midwest Heritage Bank
Iowa
$609K -$274K -6,570 -31%
SW
299
StrongBox Wealth
Missouri
$596K +$41.1K +985 +8%
SW
300
Simplicity Wealth
New Jersey
$595K -$4.56M -109,306 -89%

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.