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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

400 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 37 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.43%
Holding in Top 10
103
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.96%
% of All Funds
1.4%
New
37
Increased
221
Reduced
114
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
Hemington Wealth Management
Virginia
+$66M
2
FMI
Factory Mutual Insurance
Massachusetts
+$49.7M
3
SFA
Sequoia Financial Advisors
Ohio
+$29.8M
4
IA
Integrity Alliance
Iowa
+$28M
5
SC
Savant Capital
Illinois
+$24.5M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$145B
2
CW
Curio Wealth
Maryland
-$3.11B
3
EP
Essential Planning
New Hampshire
-$477M
4
BAAM
Baker Avenue Asset Management
California
-$81.4M
5
AAP
Arax Advisory Partners
Colorado
-$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RK
26
Rather & Kittrell
Tennessee
$45.3M +$3.23M +76,763 +8%
CCMI
27
Creative Capital Management Investments
California
$41.2M +$2.21M +52,624 +6%
Betterment LLC
28
Betterment LLC
New York
$38.6M +$3.05M +72,581 +9%
PFA
29
Pure Financial Advisors
California
$38.4M -$27.4K -652 -0.1%
UWPG
30
Ullmann Wealth Partners Group
Florida
$37.3M +$32.3K +768 +0.1%
PWM
31
PBMares Wealth Management
Virginia
$36.5M +$10.7M +255,203 +42%
AC
32
Annandale Capital
Texas
$34.4M +$448K +10,658 +1%
GFA
33
Grunden Financial Advisory
Texas
$32.8M +$817K +19,422 +3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$30.3M +$13.3M +315,731 +78%
HIA
35
HFM Investment Advisors
New Jersey
$29.4M +$29.4M +699,815 New
SWA
36
Sax Wealth Advisors
New Jersey
$29.2M -$3.06M -72,737 -9%
OCG
37
Opus Capital Group
Ohio
$28.8M +$155K +3,694 +0.5%
IA
38
Integrity Alliance
Iowa
$28M +$28M +664,928 New
GLLW
39
Graves Light Lenhart Wealth
Virginia
$27.4M +$4.97M +118,188 +22%
AssetMark Inc
40
AssetMark Inc
California
$26.9M -$722K -17,166 -3%
RA
41
Rise Advisors
New York
$26M +$1.48M +35,261 +6%
ACM
42
Aspen Capital Management
Idaho
$26M +$26M +617,745 New
BPA
43
Beacon Pointe Advisors
California
$25.6M -$441K -10,475 -2%
GOCP
44
Great Oak Capital Partners
Massachusetts
$25.3M – – –
DF
45
DecisionPoint Financial
Arizona
$24.5M +$1.65M +39,244 +7%
HHWM
46
Hiley Hunt Wealth Management
Nebraska
$24.3M +$1.53M +36,168 +7%
BWS
47
BCR Wealth Strategies
Alabama
$24.3M +$338K +8,047 +1%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$24.1M +$2.56M +60,978 +12%
APC
49
Asset Planning Corporation
Tennessee
$23.7M +$466K +11,076 +2%
Jane Street
50
Jane Street
New York
$23M +$22.2M +528,521 +2,776%
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