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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
CMBA
351
C.M. Bidwell & Associates
Hawaii
$252K
CFO
352
CVA Family Office
Colorado
$249K +$2.13K +51 +0.9%
PCI
353
Planning Center Inc
Illinois
$247K
JCM
354
Jacobi Capital Management
Pennsylvania
$243K +$240K +5,758 New
JWCA
355
J.W. Cole Advisors
Florida
$235K +$232K +5,559 New
XT
356
XTX Topco
Cayman Islands
$230K -$15.3K -367 -6%
ACC
357
Acorn Creek Capital
Colorado
$226K -$41.3K -991 -16%
CWM
358
Congress Wealth Management
Massachusetts
$225K +$4.04K +97 +2%
LCWP
359
Legacy Capital Wealth Partners
Arkansas
$224K +$221K +5,310 New
MFG
360
Merit Financial Group
Georgia
$218K +$9.55K +229 +5%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$214K +$584 +14 +0.3%
Financial Engines Advisors
362
Financial Engines Advisors
California
$212K -$722K -17,309 -78%
Comerica Bank
363
Comerica Bank
Texas
$199K +$29.7K +713 +18%
PWA
364
Physician Wealth Advisors
Utah
$152K
EWA
365
EP Wealth Advisors
California
$143K -$9.3K -223 -6%
GWM
366
Grand Wealth Management
Michigan
$133K
US Bancorp
367
US Bancorp
Minnesota
$122K
ETC
368
Exchange Traded Concepts
Oklahoma
$118K +$117K +2,794 New
OSAM
369
O'Shaughnessy Asset Management
Connecticut
$102K
NRG
370
Nemes Rush Group
Michigan
$98.8K +$24.1K +577 +33%
GRP
371
Global Retirement Partners
California
$86.8K +$85.7K +2,054 New
Fifth Third Bancorp
372
Fifth Third Bancorp
Ohio
$85.7K
National Bank of Canada
373
National Bank of Canada
Quebec, Canada
$79.4K
RWM
374
Rialto Wealth Management
New York
$74.6K
WP
375
WealthShield Partners
North Carolina
$73.1K +$834 +20 +1%

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.