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
THL
51
Tillman Hartley LLC
Colorado
$23M +$1.17M +27,998 +5%
AWM
52
AE Wealth Management
Kansas
$21.4M +$1.08M +26,027 +5%
IWC
53
Integrated Wealth Concepts
Massachusetts
$21M +$308K +7,391 +2%
PWS
54
Physician Wealth Solutions
Nevada
$20.2M +$9.13K +219 +0%
LEFP
55
Leading Edge Financial Planning
Tennessee
$19.9M +$894K +21,455 +5%
VP
56
Verisail Partners
Georgia
$19.8M +$592K +14,201 +3%
TCM
57
TruNorth Capital Management
Michigan
$19.8M +$1.42M +34,156 +8%
KF
58
Krilogy Financial
Missouri
$19.6M +$1.19M +28,662 +7%
Corient Private Wealth
59
Corient Private Wealth
Florida
$19.4M +$197K +4,718 +1%
CIAS
60
CFS Investment Advisory Services
New Jersey
$18.9M +$93K +2,232 +0.5%
JP Morgan Chase
61
JP Morgan Chase
New York
$18.3M +$327K +7,835 +2%
BCM
62
Blume Capital Management
California
$18.2M +$5.37M +128,918 +42%
VWM
63
Vermillion Wealth Management
Minnesota
$18.2M +$116K +2,781 +0.6%
BWM
64
BCO Wealth Management
New Mexico
$18.1M +$1.84M +44,258 +11%
RFP
65
RCS Financial Planning
Maryland
$17.5M +$449K +10,764 +3%
Osaic Holdings
66
Osaic Holdings
Arizona
$17.4M +$11.2M +269,397 +187%
DC
67
Davenport & Co
Virginia
$17.3M +$1.84M +44,075 +12%
RA
68
Rational Advisors
New York
$17.3M -$1.67M -39,970 -9%
BWMG
69
Bannerman Wealth Management Group
Texas
$17.2M +$567K +13,597 +3%
AFO
70
Aurelius Family Office
New Hampshire
$16.8M +$35.8K +858 +0.2%
BI
71
Binnacle Investments
Iowa
$16.2M +$16.1M +385,223 New
MWP
72
Moller Wealth Partners
$15.8M +$1.38M +32,999 +10%
MWM
73
Momentous Wealth Management
Washington
$15.5M +$2.65M +63,515 +21%
CPIG
74
Chicago Partners Investment Group
Illinois
$15M +$1.4M +33,496 +10%
Mariner
75
Mariner
Kansas
$14.8M +$10M +239,922 +216%

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.