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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
FDCDDQ
376
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.8K
MWA
377
Medallion Wealth Advisors
Connecticut
$70.1K -$2.08K -50 -3%
CPA
378
Cardiff Park Advisors
California
$67.9K
WSFS
379
Wilmington Savings Fund Society
Delaware
$62.7K
Morgan Stanley
380
Morgan Stanley
New York
$54.1K +$29K +696 +119%
MAS
381
MPWM Advisory Solutions
Georgia
$45.2K +$16.7K +400 +60%
RF
382
Rossby Financial
Florida
$44.2K
GSWM
383
Golden State Wealth Management
California
$33.2K -$5K -120 -13%
GTAM
384
Global Trust Asset Management
Florida
$28.4K -$2.08K -50 -7%
MFT
385
Moisand Fitzgerald Tamayo
Florida
$27.2K +$334 +8 +1%
CT
386
Colonial Trust
South Carolina
$20K -$4.21K -101 -18%
PNC Financial Services Group
387
PNC Financial Services Group
Pennsylvania
$18.3K +$18.1K +434 New
TIM
388
Tortoise Investment Management
New York
$17.5K -$41.3K -990 -70%
T
389
Transce3nd
Texas
$13.3K -$5.55K -133 -30%
OCM
390
Orion Capital Management
California
$10.7K -$3.42K -82 -24%
HI
391
Harbour Investments
Wisconsin
$9.26K
CFD
392
Creative Financial Designs
Indiana
$6.34K
CA
393
CoreCap Advisors
Michigan
$4.65K +$4.59K +110 New
CIA
394
Cape Investment Advisory
Georgia
$4.23K
KG
395
Kilter Group
New York
$3.72K +$3.67K +88 New
SIC
396
Salem Investment Counselors
North Carolina
$3.04K +$3K +72 New
FPB
397
First PREMIER Bank
South Dakota
$2K +$2.33K +56 New
NWM
398
Nova Wealth Management
Florida
$1.18K
BGWM
399
Bridge Generations Wealth Management
Florida
$465
VWA
400
Valued Wealth Advisors
Utah
$6

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.