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
HWA
401
Heritage Wealth Advisors
Virginia
$1.1K +$1.08K +26 New
BGWM
402
Bridge Generations Wealth Management
Florida
$463
UBS Group
403
UBS Group
Switzerland
$168 -$3.71K -89 -96%
VWA
404
Valued Wealth Advisors
Utah
$5
WP
405
WMS Partners
Maryland
-$8.25M -199,812 Closed
Citadel Advisors
406
Citadel Advisors
Florida
-$7.69M -186,241 Closed
WCM
407
Wealthcare Capital Management
Virginia
-$1.91M -46,264 Closed
BWG
408
Beta Wealth Group
California
-$615K -14,904 Closed
JWCA
409
J.W. Cole Advisors
Florida
-$332K -8,048 Closed
FWMP
410
Foundation Wealth Management (Pennsylvania)
Pennsylvania
-$311K -7,532 Closed
KCM
411
KM Capital Management
Texas
-$306K -7,414 Closed
TH
412
Team Hewins
California
-$298K -7,210 Closed
AWM
413
Able Wealth Management
New Jersey
-$284K -6,870 Closed
SCM
414
Saxony Capital Management
Missouri
-$275K -6,665 Closed
KFSC
415
Keystone Financial Services (Colorado)
Colorado
-$244K -5,914 Closed
Thrivent Financial for Lutherans
416
Thrivent Financial for Lutherans
Minnesota
-$229K -5,553 Closed
JSW
417
Journey Strategic Wealth
New Jersey
-$214K -5,190 Closed
CAS
418
Coppell Advisory Solutions
Texas
-$124K -2,993 Closed
TWC
419
TD Waterhouse Canada
Ontario, Canada
-$98.6K -2,391 Closed
BlackRock
420
BlackRock
New York
-$46.9K -1,136 Closed
CA
421
Clearstead Advisors
Ohio
-$23.3K -564 Closed
Jones Financial Companies
422
Jones Financial Companies
Missouri
-$3.8K -92 Closed
MCM
423
MAI Capital Management
Ohio
-$2.45K -59 Closed
Fidelity Investments
424
Fidelity Investments
Massachusetts
-$83 -2 Closed

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.