DFCF icon

Dimensional Core Fixed Income ETF

394 hedge funds and large institutions have $4.85B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 217 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
5.28%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
29
Increased
217
Reduced
119
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
101
Meredith Wealth Planning
Illinois
$11.2M +$1.09M +25,708 +11%
TCM
102
Tassel Capital Management
North Carolina
$11.2M -$157K -3,724 -1%
LWA
103
Ledgewood Wealth Advisors
New Hampshire
$11.1M -$617K -14,600 -5%
DB
104
Dravo Bay
Delaware
$11M +$91.7K +2,134 +0.8%
SF
105
SageOak Financial
Oklahoma
$10.6M +$60.7K +1,437 +0.6%
ODA
106
One Degree Advisors
California
$10.6M +$567K +13,409 +6%
SXL
107
Summit X LLC
Missouri
$10.4M -$101K -2,390 -1%
YWM
108
Yardley Wealth Management
Pennsylvania
$10.2M +$429K +10,140 +4%
Corient Private Wealth
109
Corient Private Wealth
Florida
$10.1M -$9.35M -221,176 -48%
GCM
110
Graver Capital Management
Ohio
$10M +$909K +21,516 +10%
MWM
111
Modera Wealth Management
New Jersey
$10M -$21.2K -502 -0.2%
FFA
112
Farther Finance Advisors
California
$9.71M -$2.63M -62,173 -21%
EP
113
Essential Planning
New Hampshire
$9.63M +$408K +9,659 +4%
XPN
114
XY Planning Network
Montana
$9.6M +$698K +16,524 +8%
CFO
115
Collective Family Office
Pennsylvania
$9.57M -$755K -17,867 -7%
BP
116
BWM Planning
Texas
$9.41M +$1.5M +35,392 +19%
BWA
117
BCU Wealth Advisors
Illinois
$9.25M +$1.15M +27,106 +14%
Jane Street
118
Jane Street
New York
$9.24M -$13.9M -328,904 -60%
FS
119
Financial Symmetry
North Carolina
$9.19M +$355K +8,393 +4%
HWM
120
HB Wealth Management
Georgia
$9.15M +$172K +4,062 +2%
PAS
121
Park Avenue Securities
New York
$8.96M +$95.6K +2,262 +1%
AA
122
ArborFi Advisors
Michigan
$8.94M +$326K +7,710 +4%
UWM
123
United Wealth Management
Virginia
$8.87M -$163K -3,863 -2%
Raymond James Financial
124
Raymond James Financial
Florida
$8.62M +$251K +5,942 +3%
EFL
125
ERn Financial LLC
Wisconsin
$8.42M -$1.54M -36,443 -15%