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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
FOA
301
Five Oceans Advisors
California
$544K +$10.5K +253 +2%
SC
302
Schubert & Co
Texas
$538K -$58.7K -1,408 -10%
AWA
303
Archvest Wealth Advisors
California
$536K +$320K +7,674 +151%
2L
304
25 LLC
Missouri
$519K +$15.9K +382 +3%
MGW
305
MB Generational Wealth
Washington
$496K +$221K +5,292 +81%
PL
306
Plancorp LLC
Missouri
$496K +$253K +6,059 +106%
RA
307
RFG Advisory
Alabama
$488K -$769K -18,460 -61%
APC
308
Aspire Private Capital
North Carolina
$458K +$129K +3,106 +40%
PW
309
Potentia Wealth
California
$456K
FSWA
310
Financial Synergies Wealth Advisors
Texas
$453K -$11.5K -275 -2%
BFA
311
Beacon Financial Advisory
Ohio
$441K -$121K -2,906 -22%
GWA
312
Geometric Wealth Advisors
District of Columbia
$437K -$158K -3,783 -27%
HH
313
Hilltop Holdings
Texas
$436K -$293K -7,042 -40%
AIS
314
American Investment Services
Massachusetts
$428K -$24.7K -593 -6%
AWM
315
Apollon Wealth Management
South Carolina
$428K -$74.4K -1,786 -15%
FFWA
316
Forthright Family Wealth Advisory
Texas
$425K
FPCG
317
Forum Private Client Group
Indiana
$409K +$69.6K +1,669 +21%
RWM
318
Riverbend Wealth Management
South Carolina
$402K +$37.6K +903 +10%
TFO
319
Timonier Family Office
North Carolina
$394K
PFBT
320
Parkside Financial Bank & Trust
Missouri
$379K
FTC
321
Farmers Trust Company
Ohio
$379K
WA
322
Waverly Advisors
Alabama
$374K +$13.7K +329 +4%
BAAM
323
Baker Avenue Asset Management
California
$369K -$80.6M -1,934,616 -100%
HSG
324
Helen Stephens Group
Texas
$363K +$90.9K +2,182 +34%
DWM
325
Drive Wealth Management
Utah
$357K -$5.21K -125 -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.