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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

400 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 37 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.43%
Holding in Top 10
103
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.96%
% of All Funds
1.4%
New
37
Increased
221
Reduced
114
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
Hemington Wealth Management
Virginia
+$66M
2
FMI
Factory Mutual Insurance
Massachusetts
+$49.7M
3
SFA
Sequoia Financial Advisors
Ohio
+$29.8M
4
IA
Integrity Alliance
Iowa
+$28M
5
SC
Savant Capital
Illinois
+$24.5M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$145B
2
CW
Curio Wealth
Maryland
-$3.11B
3
EP
Essential Planning
New Hampshire
-$477M
4
BAAM
Baker Avenue Asset Management
California
-$81.4M
5
AAP
Arax Advisory Partners
Colorado
-$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Mattern Wealth Management
Kansas
$14.7M +$216K +5,128 +1%
CWA
77
Continuum Wealth Advisors
New York
$14.5M +$1.75M +41,597 +14%
C1AG
78
Client 1st Advisory Group
Florida
$14.4M -$528K -12,542 -4%
AFA
79
Alpha Financial Advisors
North Carolina
$14M +$855K +20,339 +6%
DP
80
Divergent Planning
Maryland
$13.5M +$1.03M +24,319 +8%
RWM
81
Riverchase Wealth Management
Texas
$13.3M +$691K +16,439 +5%
LWM
82
Liberty Wealth Management
California
$13.3M -$284K -6,757 -2%
PWM
83
Parkshore Wealth Management
California
$13.2M +$1.34M +31,799 +11%
DWM
84
Diversify Wealth Management
Utah
$13.1M +$1.39M +32,988 +12%
BWA
85
Babb Wealth Advisors
Arizona
$13M +$717K +17,045 +6%
MSWM
86
Master's Wealth Management
Pennsylvania
$13M +$355K +8,434 +3%
VWWMG
87
Vermillion & White Wealth Management Group
Pennsylvania
$12.7M +$8.4M +199,614 +195%
FFA
88
Farther Finance Advisors
California
$12.3M +$7.97M +188,975 +184%
FPAS
89
Focus Partners Advisor Solutions
Missouri
$11.9M +$5M +118,795 +72%
LWA
90
Ledgewood Wealth Advisors
New Hampshire
$11.7M -$216K -5,124 -2%
LFGO
91
Legacy Financial Group (Oklahoma)
Oklahoma
$11.6M +$682K +16,222 +6%
Truist Financial
92
Truist Financial
North Carolina
$11.4M +$759K +18,056 +7%
HWMT
93
Heritage Wealth Management (Texas)
Texas
$11.4M +$442K +10,512 +4%
KPP
94
Kings Path Partners
Texas
$11.4M +$1.5M +35,560 +15%
TCM
95
Tassel Capital Management
North Carolina
$11.3M +$796K +18,918 +8%
AWM
96
Austin Wealth Management
Texas
$11.3M +$1.27M +30,399 +13%
CSB
97
City State Bank
Iowa
$11.3M +$1.66M +39,438 +17%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$11.2M -$340K -8,089 -3%
DB
99
Dravo Bay
Delaware
$10.7M -$355K -8,433 -3%
SFG
100
SNS Financial Group
Minnesota
$10.6M +$2.9M +68,908 +38%
2 3
4
5 6