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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
FCG
401
Financial Connections Group
California
-$6.44M -129,774 Closed
FWM
402
Forza Wealth Management
Florida
-$1.91M -45,450 Closed
CP
403
Capital Planning
Washington
-$1.72M -40,917 Closed
FTUS
404
Flow Traders U.S.
New York
-$1.32M -31,351 Closed
TL
405
Tradewinds LLC
North Carolina
-$1.27M -30,204 Closed
ACP
406
Aveo Capital Partners
Colorado
-$798K -19,084 Closed
SP
407
Symmetry Partners
Connecticut
-$750K -17,826 Closed
ELM
408
Elite Life Management
Florida
-$717K -17,054 Closed
PF
409
Penney Financial
Texas
-$624K -14,830 Closed
TFG
410
Team Financial Group
California
-$569K -13,527 Closed
HC
411
Hamilton Capital
Ohio
-$561K -13,341 Closed
SC
412
Schubert & Co
Texas
-$538K -12,790 Closed
RA
413
RFG Advisory
Alabama
-$488K -11,611 Closed
PW
414
Potentia Wealth
California
-$456K -10,843 Closed
HH
415
Hilltop Holdings
Texas
-$436K -10,363 Closed
AIS
416
American Investment Services
Massachusetts
-$428K -10,176 Closed
BAAM
417
Baker Avenue Asset Management
California
-$369K -8,771 Closed
CA
418
Calton & Associates
Florida
-$307K -7,296 Closed
Bank of Montreal
419
Bank of Montreal
Ontario, Canada
-$303K -7,204 Closed
BEW
420
Burton Enright Welch
California
-$302K -7,178 Closed
EFG
421
Ethos Financial Group
Pennsylvania
-$293K -7,088 Closed
FWM
422
FMB Wealth Management
California
-$236K -5,601 Closed
MML Investors Services
423
MML Investors Services
Massachusetts
-$214K -5,076 Closed
AWS
424
Atria Wealth Solutions
New York
-$208K -4,936 Closed
WG
425
Wealth Group
North Carolina
-$200K -4,756 Closed

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.