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Dimensional Core Fixed Income ETF

408 hedge funds and large institutions have $6.03B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 248 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 93

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

24% more capital invested

Capital invested by funds: $4.87B → $6.03B (+$1.17B)

2% more funds holding

Funds holding: 399408 (+9)

2.16% more ownership

Funds ownership: 68.67%70.83% (+2.2%)

4% less funds holding in top 10

Funds holding in top 10: 10096 (-4)

Holders
408
Holders Change
+9
Holders Change %
+2.26%
% of All Funds
5.36%
Holding in Top 10
96
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4%
% of All Funds
1.26%
New
39
Increased
248
Reduced
93
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DB
101
Dravo Bay
Delaware
$12.3M +$1.33M +31,411 +12%
DWM
102
Daner Wealth Management
Georgia
$12.2M +$109K +2,566 +0.9%
HWMT
103
Heritage Wealth Management (Texas)
Texas
$12.2M +$808K +19,055 +7%
ODA
104
One Degree Advisors
California
$12.2M +$1.51M +35,547 +14%
IWC
105
Integrated Wealth Concepts
Massachusetts
$12M -$8.94M -210,768 -43%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$11.9M +$6.15M +144,988 +108%
SF
107
SageOak Financial
Oklahoma
$11.8M +$1.07M +25,238 +10%
BP
108
BWM Planning
Texas
$11.8M +$2.24M +52,824 +24%
VAS
109
Vestmark Advisory Solutions
Massachusetts
$11.6M -$8.72M -205,625 -43%
Citadel Advisors
110
Citadel Advisors
Florida
$11.1M +$11M +260,183 New
SWA
111
Sax Wealth Advisors
New Jersey
$10.8M -$4.89M -115,175 -31%
FS
112
Financial Symmetry
North Carolina
$10.6M +$1.34M +31,590 +15%
LWA
113
Ledgewood Wealth Advisors
New Hampshire
$10.5M -$707K -16,664 -6%
FFA
114
Farther Finance Advisors
California
$10.3M +$515K +12,152 +5%
GCM
115
Graver Capital Management
Ohio
$10.3M +$107K +2,521 +1%
CFO
116
Collective Family Office
Pennsylvania
$10.1M +$430K +10,136 +4%
BWA
117
BCU Wealth Advisors
Illinois
$10.1M +$704K +16,610 +8%
EFL
118
ERn Financial LLC
Wisconsin
$10M +$1.48M +34,971 +18%
HWM
119
HB Wealth Management
Georgia
$9.99M +$730K +17,215 +8%
YWM
120
Yardley Wealth Management
Pennsylvania
$9.96M -$365K -8,605 -4%
AA
121
ArborFi Advisors
Michigan
$9.77M +$714K +16,836 +8%
MWM
122
Modera Wealth Management
New Jersey
$9.65M -$471K -11,097 -5%
EP
123
Essential Planning
New Hampshire
$9.62M -$123K -2,897 -1%
Bank of America
124
Bank of America
North Carolina
$9.61M +$1.77M +41,665 +23%
XPN
125
XY Planning Network
Montana
$9.6M

DFCF Hedge Fund Activity: Q3 2025 in Review

408 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q3 2025, worth a combined $6.03B — up 24% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DFCF positions and 23 closed out — a net gain of 16 holders — while 248 added to existing stakes and 93 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $442M. The largest seller was Sequoia Financial Advisors, cutting an estimated $98.9M.

  • 408 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q3 2025, up from 399 in Q2 2025.
  • Funds reported $6.03B of Dimensional Core Fixed Income ETF stock for Q3 2025, up 24% quarter-over-quarter.
  • 39 funds opened new Dimensional Core Fixed Income ETF positions in Q3 2025 and 23 closed out, a net change of +16 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q3 2025 was Prudential Financial, an estimated $442M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q3 2025 was Sequoia Financial Advisors, an estimated $98.9M sold.

Based on aggregated 13F filings for Q3 2025.