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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
TWM
351
TCFG Wealth Management
California
$255K -$30.4K -730 -11%
CMBA
352
C.M. Bidwell & Associates
Hawaii
$251K -$5.04K -121 -2%
PCI
353
Planning Center Inc
Illinois
$246K -$1.33K -32 -0.5%
CFO
354
CVA Family Office
Colorado
$246K +$176K +4,228 +261%
XT
355
XTX Topco
Cayman Islands
$244K +$242K +5,813 New
FWM
356
FMB Wealth Management
California
$236K
ATPW
357
Ashton Thomas Private Wealth
Arizona
$229K +$226K +5,433 New
PFS
358
Prospera Financial Services
Texas
$223K +$221K +5,310 New
CWM
359
Congress Wealth Management
Massachusetts
$220K +$11.5K +276 +6%
MML Investors Services
360
MML Investors Services
Massachusetts
$214K +$212K +5,076 New
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$213K -$86.7K -2,081 -29%
GAM
362
Gemmer Asset Management
California
$209K -$2.5K -60 -1%
AWS
363
Atria Wealth Solutions
New York
$208K -$5.17K -124 -2%
MFG
364
Merit Financial Group
Georgia
$207K +$205K +4,926 New
WG
365
Wealth Group
North Carolina
$200K +$198K +4,756 New
Qube Research & Technologies (QRT)
366
Qube Research & Technologies (QRT)
United Kingdom
$187K +$113K +2,714 +157%
Comerica Bank
367
Comerica Bank
Texas
$168K
PWA
368
Physician Wealth Advisors
Utah
$152K -$63K -1,512 -30%
EWA
369
EP Wealth Advisors
California
$151K +$150K +3,596 New
GWM
370
Grand Wealth Management
Michigan
$132K
US Bancorp
371
US Bancorp
Minnesota
$122K -$136K -3,267 -53%
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$102K +$101K +2,420 New
Wells Fargo
373
Wells Fargo
California
$102K +$70.8K +1,698 +236%
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$85.3K
National Bank of Canada
375
National Bank of Canada
Quebec, Canada
$78.4K +$7.04K +169 +10%

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.