We are live on ! Find out more
DFCF icon

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
LG
326
LAM Group
Oregon
$353K +$96.7K +2,320 +38%
Citigroup
327
Citigroup
New York
$353K +$228K +5,470 +188%
FFG
328
Fiduciary Financial Group
California
$342K -$13.1K -315 -4%
CSP
329
Cary Street Partners
Virginia
$342K +$128K +3,067 +61%
KP
330
Keel Point
Alabama
$339K -$9.96K -239 -3%
FIM
331
Freedom Investment Management
Connecticut
$338K +$12.9K +309 +4%
NLWP
332
Next Level Wealth Planning
Idaho
$336K +$32K +769 +11%
WRPWM
333
Werba Rubin Papier Wealth Management
California
$312K +$309K +7,423 New
CA
334
Calton & Associates
Florida
$307K +$304K +7,296 New
Bank of Montreal
335
Bank of Montreal
Ontario, Canada
$303K +$300K +7,204 New
MC
336
Matisse Capital
Oregon
$303K
BEW
337
Burton Enright Welch
California
$302K -$13.6K -326 -4%
APW
338
Austin Private Wealth
Texas
$296K +$293K +7,031 New
EFG
339
Ethos Financial Group
Pennsylvania
$293K
AWP
340
Axis Wealth Partners
Rhode Island
$292K +$43.9K +1,053 +18%
BFS
341
Beacon Financial Strategies
North Carolina
$289K +$287K +6,879 New
EC
342
Eaton-Cambridge
Arizona
$286K +$15.3K +367 +6%
DWM
343
Dopkins Wealth Management
New York
$282K
BIG
344
Brookwood Investment Group
Arizona
$275K +$273K +6,550 New
BCA
345
Bay Capital Advisors
Virginia
$272K +$5.38K +129 +2%
CIA
346
Compass Ion Advisors
Pennsylvania
$272K +$270K +6,467 New
AAS
347
Avantax Advisory Services
Texas
$270K -$24.9K -597 -8%
CAM
348
Concorde Asset Management
Michigan
$270K +$5.83K +140 +2%
ACC
349
Acorn Creek Capital
Colorado
$267K -$208 -5 -0.1%
CWG
350
Crown Wealth Group
North Carolina
$265K -$2.89M -69,312 -92%

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.