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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
HSA
26
HBK Sorce Advisory
Pennsylvania
$45.2M -$1.61M -38,660 -3%
GM
27
GeoWealth Management
Illinois
$45M -$6.27M -150,429 -12%
Betterment LLC
28
Betterment LLC
New York
$43.6M +$4.7M +112,781 +12%
CCMI
29
Creative Capital Management Investments
California
$42.6M +$1.19M +28,488 +3%
PFA
30
Pure Financial Advisors
California
$38.7M +$144K +3,464 +0.4%
PWM
31
PBMares Wealth Management
Virginia
$38.6M +$1.85M +44,299 +5%
UWPG
32
Ullmann Wealth Partners Group
Florida
$36.2M -$1.28M -30,662 -3%
GFA
33
Grunden Financial Advisory
Texas
$33.2M +$227K +5,431 +0.7%
AC
34
Annandale Capital
Texas
$33.2M -$1.32M -31,755 -4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$30.9M +$418K +10,018 +1%
ACM
36
Aspen Capital Management
Idaho
$28.9M +$2.72M +65,322 +11%
GLLW
37
Graves Light Lenhart Wealth
Virginia
$28.8M +$1.28M +30,715 +5%
OCG
38
Opus Capital Group
Ohio
$28.7M -$213K -5,102 -0.7%
GOCP
39
Great Oak Capital Partners
Massachusetts
$28.2M +$2.2M +52,795 +9%
APC
40
Asset Planning Corporation
Tennessee
$27.3M +$3.5M +83,866 +15%
RA
41
Rise Advisors
New York
$27.1M +$877K +21,022 +3%
SCA
42
Strathmore Capital Advisors
North Carolina
$26.9M +$26.6M +638,947 New
AWM
43
AE Wealth Management
Kansas
$26.2M +$4.71M +113,022 +22%
HIA
44
HFM Investment Advisors
New Jersey
$26.2M -$3.34M -80,169 -11%
IA
45
Integrity Alliance
Iowa
$26M -$2.06M -49,513 -7%
BPA
46
Beacon Pointe Advisors
California
$25.8M +$34.4K +825 +0.1%
BWS
47
BCR Wealth Strategies
Alabama
$25.7M +$1.3M +31,112 +5%
AssetMark Inc
48
AssetMark Inc
California
$25M -$2.06M -49,333 -8%
DF
49
DecisionPoint Financial
Arizona
$24.9M +$306K +7,340 +1%
HHWM
50
Hiley Hunt Wealth Management
Nebraska
$24.4M +$168K +4,026 +0.7%

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.