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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
MWM
76
Mattern Wealth Management
Kansas
$14.7M +$214K +5,128 +1%
CWA
77
Continuum Wealth Advisors
New York
$14.5M +$1.73M +41,597 +14%
C1AG
78
Client 1st Advisory Group
Florida
$14.4M -$523K -12,542 -4%
AFA
79
Alpha Financial Advisors
North Carolina
$14M +$848K +20,339 +6%
DP
80
Divergent Planning
Maryland
$13.5M +$1.01M +24,319 +8%
RWM
81
Riverchase Wealth Management
Texas
$13.3M +$685K +16,439 +5%
LWM
82
Liberty Wealth Management
California
$13.3M -$282K -6,757 -2%
PWM
83
Parkshore Wealth Management
California
$13.2M +$1.33M +31,799 +11%
DWM
84
Diversify Wealth Management
Utah
$13.1M +$1.37M +32,988 +12%
BWA
85
Babb Wealth Advisors
Arizona
$13M +$710K +17,045 +6%
MSWM
86
Master's Wealth Management
Pennsylvania
$13M +$351K +8,434 +3%
VWWMG
87
Vermillion & White Wealth Management Group
Pennsylvania
$12.7M +$8.32M +199,614 +195%
FFA
88
Farther Finance Advisors
California
$12.3M +$7.88M +188,975 +184%
FPAS
89
Focus Partners Advisor Solutions
Missouri
$11.9M +$4.95M +118,795 +72%
LWA
90
Ledgewood Wealth Advisors
New Hampshire
$11.7M -$214K -5,124 -2%
LFGO
91
Legacy Financial Group (Oklahoma)
Oklahoma
$11.6M +$676K +16,222 +6%
Truist Financial
92
Truist Financial
North Carolina
$11.4M +$752K +18,056 +7%
HWMT
93
Heritage Wealth Management (Texas)
Texas
$11.4M +$438K +10,512 +4%
KPP
94
Kings Path Partners
Texas
$11.4M +$1.48M +35,560 +15%
TCM
95
Tassel Capital Management
North Carolina
$11.3M +$788K +18,918 +8%
AWM
96
Austin Wealth Management
Texas
$11.3M +$1.27M +30,399 +13%
CSB
97
City State Bank
Iowa
$11.3M +$1.64M +39,438 +17%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$11.2M -$337K -8,089 -3%
DB
99
Dravo Bay
Delaware
$10.7M -$351K -8,433 -3%
SFG
100
SNS Financial Group
Minnesota
$10.6M +$2.87M +68,908 +38%

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.