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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
RWM
376
Rialto Wealth Management
New York
$74.3K +$958 +23 +1%
NRG
377
Nemes Rush Group
Michigan
$74.1K +$42K +1,009 +134%
MWA
378
Medallion Wealth Advisors
Connecticut
$72.1K +$1.63K +39 +2%
WP
379
WealthShield Partners
North Carolina
$71.9K +$542 +13 +0.8%
FDCDDQ
380
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.5K +$70.8K +1,700 New
CPA
381
Cardiff Park Advisors
California
$67.6K -$91.5K -2,196 -58%
WSFS
382
Wilmington Savings Fund Society
Delaware
$62.4K
TIM
383
Tortoise Investment Management
New York
$59.1K -$78.7K -1,889 -57%
RF
384
Rossby Financial
Florida
$43.8K +$43.6K +1,047 New
GSWM
385
Golden State Wealth Management
California
$38.1K +$37.7K +905 New
GTAM
386
Global Trust Asset Management
Florida
$30.3K -$294K -7,061 -91%
MAS
387
MPWM Advisory Solutions
Georgia
$28.2K
MFT
388
Moisand Fitzgerald Tamayo
Florida
$26.7K +$167 +4 +0.6%
Morgan Stanley
389
Morgan Stanley
New York
$24.6K -$93.4K -2,242 -79%
CT
390
Colonial Trust
South Carolina
$24.2K -$11.6K -278 -33%
1L
391
10Elms LLP
Oklahoma
$18.9K
T
392
Transce3nd
Texas
$18.8K -$875 -21 -4%
VBA
393
von Borstel & Associates
Oregon
$18K +$18.7K +449 New
OCM
394
Orion Capital Management
California
$14.1K
SN
395
Sittner & Nelson
Oregon
$11.8K +$11.7K +280 New
HI
396
Harbour Investments
Wisconsin
$9.21K
CFD
397
Creative Financial Designs
Indiana
$6.31K
CIA
398
Cape Investment Advisory
Georgia
$4.21K
RPA
399
Redwood Park Advisors
California
$3.58K -$222K -5,339 -98%
NWM
400
Nova Wealth Management
Florida
$1.18K

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.