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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
SF
101
SageOak Financial
Oklahoma
$10.5M +$2.86M +68,716 +38%
SXL
102
Summit X LLC
Missouri
$10.5M +$84.6K +2,030 +0.8%
CFO
103
Collective Family Office
Pennsylvania
$10.3M +$1.11M +26,626 +12%
MWP
104
Meredith Wealth Planning
Illinois
$10.1M +$373K +8,941 +4%
MWM
105
Modera Wealth Management
New Jersey
$9.98M +$664K +15,926 +7%
ODA
106
One Degree Advisors
California
$9.94M +$128K +3,074 +1%
EFL
107
ERn Financial LLC
Wisconsin
$9.91M +$543K +13,038 +6%
YWM
108
Yardley Wealth Management
Pennsylvania
$9.73M -$1.13M -27,123 -10%
VAS
109
Vestmark Advisory Solutions
Massachusetts
$9.72M -$177K -4,238 -2%
EP
110
Essential Planning
New Hampshire
$9.18M -$473M -11,339,026 -98%
GCM
111
Graver Capital Management
Ohio
$9.09M +$400K +9,590 +5%
UWM
112
United Wealth Management
Virginia
$8.99M +$110K +2,634 +1%
HWM
113
HB Wealth Management
Georgia
$8.94M +$8.85M +212,447 New
XPN
114
XY Planning Network
Montana
$8.86M +$3K +72 +0%
PAS
115
Park Avenue Securities
New York
$8.82M +$89.4K +2,145 +1%
FS
116
Financial Symmetry
North Carolina
$8.79M +$1.02M +24,557 +13%
SIS
117
Strategic Investment Solutions
Illinois
$8.74M +$2.1M +50,495 +32%
AA
118
ArborFi Advisors
Michigan
$8.58M +$372K +8,930 +5%
PCA
119
Prosperity Capital Advisors
Ohio
$8.52M +$306K +7,335 +4%
Raymond James Financial
120
Raymond James Financial
Florida
$8.33M +$719K +17,257 +10%
SIC
121
SJS Investment Consulting
Ohio
$8.28M -$172K -4,137 -2%
PWMG
122
Pioneer Wealth Management Group
Texas
$8.27M +$8.2M +196,690 New
AIM
123
Acropolis Investment Management
Missouri
$8.21M -$196K -4,695 -2%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$8.21M -$235K -5,630 -3%
HFA
125
Hippocratic Financial Advisors
California
$8.15M +$533K +12,780 +7%

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.