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Dimensional Core Fixed Income ETF

408 hedge funds and large institutions have $6.03B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 248 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 93

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

24% more capital invested

Capital invested by funds: $4.87B → $6.03B (+$1.17B)

2% more funds holding

Funds holding: 399408 (+9)

2.16% more ownership

Funds ownership: 68.67%70.83% (+2.2%)

4% less funds holding in top 10

Funds holding in top 10: 10096 (-4)

Holders
408
Holders Change
+9
Holders Change %
+2.26%
% of All Funds
5.36%
Holding in Top 10
96
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4%
% of All Funds
1.26%
New
39
Increased
248
Reduced
93
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
301
Silver Oak Securities
Tennessee
$615K +$24.7K +583 +4%
FPCG
302
Forum Private Client Group
Indiana
$602K +$119K +2,814 +25%
Wells Fargo
303
Wells Fargo
California
$599K +$273K +6,435 +85%
NLWP
304
Next Level Wealth Planning
Idaho
$598K +$22.9K +540 +4%
AWM
305
Apollon Wealth Management
South Carolina
$593K -$24.3K -573 -4%
SW
306
StrongBox Wealth
Missouri
$582K -$21.4K -505 -4%
KSWA
307
Kathleen S. Wright Associates
Pennsylvania
$564K
LG
308
LAM Group
Oregon
$558K +$236K +5,555 +74%
MMA
309
Miracle Mile Advisors
California
$547K +$542K +12,790 New
MHB
310
Midwest Heritage Bank
Iowa
$518K -$97.3K -2,295 -16%
PL
311
Plancorp LLC
Missouri
$516K +$5.73K +135 +1%
SPC
312
Sigma Planning Corp
Michigan
$514K -$51.3K -1,209 -9%
APC
313
Aspire Private Capital
North Carolina
$512K +$45.4K +1,071 +10%
EWA
314
Elevate Wealth Advisory
Georgia
$503K +$20.7K +487 +4%
DADC
315
D.A. Davidson & Co
Montana
$501K -$21.6K -510 -4%
GWA
316
Geometric Wealth Advisors
District of Columbia
$457K +$5.09K +120 +1%
FSWA
317
Financial Synergies Wealth Advisors
Texas
$449K +$4.24K +100 +1%
BFA
318
Beacon Financial Advisory
Ohio
$445K -$5.34K -126 -1%
PFS
319
Prospera Financial Services
Texas
$439K +$21.3K +503 +5%
FFWA
320
Forthright Family Wealth Advisory
Texas
$431K +$85 +2 +0%
DPI
321
Diversified Portfolios Inc
Michigan
$430K +$6.41K +151 +2%
CSP
322
Cary Street Partners
Virginia
$430K +$34.1K +805 +9%
GWM
323
Geneos Wealth Management
Colorado
$415K -$782K -18,434 -66%
AWA
324
Archvest Wealth Advisors
California
$410K -$168K -3,970 -29%
SC
325
Sepio Capital
Utah
$407K +$404K +9,516 New

DFCF Hedge Fund Activity: Q3 2025 in Review

408 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q3 2025, worth a combined $6.03B — up 24% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DFCF positions and 23 closed out — a net gain of 16 holders — while 248 added to existing stakes and 93 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $442M. The largest seller was Sequoia Financial Advisors, cutting an estimated $98.9M.

  • 408 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q3 2025, up from 399 in Q2 2025.
  • Funds reported $6.03B of Dimensional Core Fixed Income ETF stock for Q3 2025, up 24% quarter-over-quarter.
  • 39 funds opened new Dimensional Core Fixed Income ETF positions in Q3 2025 and 23 closed out, a net change of +16 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q3 2025 was Prudential Financial, an estimated $442M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q3 2025 was Sequoia Financial Advisors, an estimated $98.9M sold.

Based on aggregated 13F filings for Q3 2025.