We are live on ! Find out more
DFCF icon

Dimensional Core Fixed Income ETF

458 hedge funds and large institutions have $6.6B invested in Dimensional Core Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 20

230% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 81

15% more funds holding in top 10

Funds holding in top 10: 96110 (+14)

13% more funds holding

Funds holding: 407458 (+51)

10% more capital invested

Capital invested by funds: $6.03B → $6.6B (+$573M)

4.16% more ownership

Funds ownership: 70.8%74.96% (+4.2%)

Holders
458
Holders Change
+51
Holders Change %
+12.53%
% of All Funds
5.57%
Holding in Top 10
110
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.58%
% of All Funds
1.34%
New
82
Increased
267
Reduced
81
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPI
76
Financial Plan Inc
Washington
$19.2M +$19.3M +451,001 New
MWM
77
Momentous Wealth Management
Washington
$18.9M +$1.78M +41,466 +10%
NA
78
Note Advisors
New York
$18.8M +$4.47M +104,368 +31%
MWP
79
Moller Wealth Partners
$18.5M -$171K -3,995 -0.9%
BWA
80
Babb Wealth Advisors
Arizona
$18.4M +$2.93M +68,299 +19%
BCM
81
Blume Capital Management
California
$18.1M -$777K -18,135 -4%
RWP
82
Revolve Wealth Partners
New Jersey
$18.1M +$602K +14,055 +3%
CPIG
83
Chicago Partners Investment Group
Illinois
$17.5M +$1.18M +27,659 +7%
RFP
84
RCS Financial Planning
Maryland
$17.2M +$49.9K +1,166 +0.3%
AAP
85
Arax Advisory Partners
Colorado
$17M +$17.1M +399,429 New
VWWMG
86
Vermillion & White Wealth Management Group
Pennsylvania
$16.9M +$587K +13,698 +4%
BWMG
87
Bannerman Wealth Management Group
Texas
$16.8M +$765K +17,868 +5%
IA
88
Integrity Alliance
Iowa
$16.7M -$6.98M -162,874 -29%
DWM
89
Diversify Wealth Management
Utah
$16.6M +$2.02M +47,062 +14%
RA
90
Rational Advisors
New York
$15.8M -$750K -17,516 -5%
GWMT
91
Guardian Wealth Management (Tennessee)
Tennessee
$15.6M +$15.7M +367,323 New
RWM
92
Riverchase Wealth Management
Texas
$15.3M +$342K +7,994 +2%
WUW
93
Wheels Up Wealth
California
$15.3M +$15.4M +358,722 New
C1AG
94
Client 1st Advisory Group
Florida
$14.8M +$69.5K +1,623 +0.5%
MWM
95
Mattern Wealth Management
Kansas
$14.4M +$572K +13,349 +4%
Truist Financial
96
Truist Financial
North Carolina
$14M +$1.44M +33,519 +11%
LFGO
97
Legacy Financial Group (Oklahoma)
Oklahoma
$13.8M +$778K +18,172 +6%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$13.6M +$474K +11,063 +4%
DB
99
Dravo Bay
Delaware
$13.6M +$1.38M +32,120 +11%
CSB
100
City State Bank
Iowa
$13.5M +$954K +22,277 +8%