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Dimensional Core Fixed Income ETF
DFCF

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: 391 → 403 (+12)

1% less funds holding in top 10

Funds holding in top 10: 104 → 103 (-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
–

Top Buyers

Rank Fund Capital Flow
1
HWM
Hemington Wealth Management
Virginia
+$65.4M
2
FMI
Factory Mutual Insurance
Massachusetts
+$49.3M
3
SFA
Sequoia Financial Advisors
Ohio
+$29.5M
4
IA
Integrity Alliance
Iowa
+$27.7M
5
SC
Savant Capital
Illinois
+$22.5M

Top Sellers

Rank Fund Capital Flow
1
EFP
Elser Financial Planning
Indiana
-$143B
2
EP
Essential Planning
New Hampshire
-$473M
3
BAAM
Baker Avenue Asset Management
California
-$80.6M
4
AAP
Arax Advisory Partners
Colorado
-$25.2M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RK
26
Rather & Kittrell
Tennessee
$45.3M +$3.2M +76,763 +8%
CCMI
27
Creative Capital Management Investments
California
$41.2M +$2.19M +52,624 +6%
Betterment LLC
28
Betterment LLC
New York
$38.6M +$3.02M +72,581 +9%
PFA
29
Pure Financial Advisors
California
$38.4M -$27.2K -652 -0.1%
UWPG
30
Ullmann Wealth Partners Group
Florida
$37.3M +$32K +768 +0.1%
PWM
31
PBMares Wealth Management
Virginia
$36.5M +$10.6M +255,203 +42%
AC
32
Annandale Capital
Texas
$34.4M +$444K +10,658 +1%
GFA
33
Grunden Financial Advisory
Texas
$32.8M +$809K +19,422 +3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$30.3M +$13.2M +315,731 +78%
HIA
35
HFM Investment Advisors
New Jersey
$29.4M +$29.2M +699,815 New
SWA
36
Sax Wealth Advisors
New Jersey
$29.2M -$3.03M -72,737 -9%
OCG
37
Opus Capital Group
Ohio
$28.8M +$154K +3,694 +0.5%
IA
38
Integrity Alliance
Iowa
$28M +$27.7M +664,928 New
GLLW
39
Graves Light Lenhart Wealth
Virginia
$27.4M +$4.93M +118,188 +22%
AssetMark Inc
40
AssetMark Inc
California
$26.9M -$715K -17,166 -3%
RA
41
Rise Advisors
New York
$26M +$1.47M +35,261 +6%
ACM
42
Aspen Capital Management
Idaho
$26M +$25.7M +617,745 New
BPA
43
Beacon Pointe Advisors
California
$25.6M -$437K -10,475 -2%
GOCP
44
Great Oak Capital Partners
Massachusetts
$25.3M – – –
DF
45
DecisionPoint Financial
Arizona
$24.5M +$1.64M +39,244 +7%
HHWM
46
Hiley Hunt Wealth Management
Nebraska
$24.3M +$1.51M +36,168 +7%
BWS
47
BCR Wealth Strategies
Alabama
$24.3M +$335K +8,047 +1%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$24.1M +$2.54M +60,978 +12%
APC
49
Asset Planning Corporation
Tennessee
$23.7M +$462K +11,076 +2%
Jane Street
50
Jane Street
New York
$23M +$22M +528,521 +2,776%
1
2
3 4 5

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.