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Dimensional Core Fixed Income ETF

408 hedge funds and large institutions have $6.03B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 248 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 93

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

24% more capital invested

Capital invested by funds: $4.87B → $6.03B (+$1.17B)

2% more funds holding

Funds holding: 399408 (+9)

2.16% more ownership

Funds ownership: 68.67%70.83% (+2.2%)

4% less funds holding in top 10

Funds holding in top 10: 10096 (-4)

Holders
408
Holders Change
+9
Holders Change %
+2.26%
% of All Funds
5.36%
Holding in Top 10
96
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4%
% of All Funds
1.26%
New
39
Increased
248
Reduced
93
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
51
AssetMark Inc
California
$24.9M -$332K -7,829 -1%
KF
52
Krilogy Financial
Missouri
$23.9M +$3.81M +89,900 +19%
IA
53
Integrity Alliance
Iowa
$23.8M -$2.53M -59,760 -10%
SFA
54
Sequoia Financial Advisors
Ohio
$23.4M -$98.9M -2,332,380 -81%
TCM
55
TruNorth Capital Management
Michigan
$23.3M +$1.59M +37,481 +7%
LEFP
56
Leading Edge Financial Planning
Tennessee
$23.3M +$1.94M +45,812 +9%
AWM
57
AE Wealth Management
Kansas
$22.5M -$3.99M -94,182 -15%
SFG
58
SNS Financial Group
Minnesota
$22.5M +$5.01M +118,175 +29%
CWA
59
Continuum Wealth Advisors
New York
$21M +$5.62M +132,504 +37%
VWM
60
Vermillion Wealth Management
Minnesota
$20.7M +$1.43M +33,740 +7%
VP
61
Verisail Partners
Georgia
$20.7M +$384K +9,059 +2%
PWS
62
Physician Wealth Solutions
Nevada
$20.2M +$476K +11,222 +2%
CIAS
63
CFS Investment Advisory Services
New Jersey
$20M +$208K +4,902 +1%
BWM
64
BCO Wealth Management
New Mexico
$20M +$499K +11,756 +3%
PWM
65
Parkshore Wealth Management
California
$19.9M +$4.27M +100,604 +28%
JP Morgan Chase
66
JP Morgan Chase
New York
$19.2M +$1.29M +30,425 +7%
Raymond James Financial
67
Raymond James Financial
Florida
$19.1M +$10.3M +242,878 +119%
BCM
68
Blume Capital Management
California
$19M +$623K +14,690 +3%
SWM
69
Sterling Wealth Management
Illinois
$19M +$3.99M +94,078 +27%
MWP
70
Moller Wealth Partners
$18.7M +$1.01M +23,923 +6%
BI
71
Binnacle Investments
Iowa
$18.6M +$1.31M +30,993 +8%
AFO
72
Aurelius Family Office
New Hampshire
$18.5M +$975K +22,993 +6%
AFA
73
Alpha Financial Advisors
North Carolina
$18.2M +$1.97M +46,456 +12%
Osaic Holdings
74
Osaic Holdings
Arizona
$17.8M +$2.26M +53,305 +15%
RWP
75
Revolve Wealth Partners
New Jersey
$17.6M +$195K +4,606 +1%

DFCF Hedge Fund Activity: Q3 2025 in Review

408 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q3 2025, worth a combined $6.03B — up 24% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DFCF positions and 23 closed out — a net gain of 16 holders — while 248 added to existing stakes and 93 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $442M. The largest seller was Sequoia Financial Advisors, cutting an estimated $98.9M.

  • 408 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q3 2025, up from 399 in Q2 2025.
  • Funds reported $6.03B of Dimensional Core Fixed Income ETF stock for Q3 2025, up 24% quarter-over-quarter.
  • 39 funds opened new Dimensional Core Fixed Income ETF positions in Q3 2025 and 23 closed out, a net change of +16 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q3 2025 was Prudential Financial, an estimated $442M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q3 2025 was Sequoia Financial Advisors, an estimated $98.9M sold.

Based on aggregated 13F filings for Q3 2025.