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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
BWA
126
BCU Wealth Advisors
Illinois
$8.06M +$276K +6,632 +4%
NA
127
Note Advisors
New York
$7.99M +$1.49M +35,764 +23%
SPI
128
Sutton Place Investors
New York
$7.98M -$38.8K -931 -0.5%
Bank of America
129
Bank of America
North Carolina
$7.9M +$389K +9,326 +5%
WDG
130
Wealth Dimensions Group
Ohio
$7.88M +$875K +20,998 +13%
BP
131
BWM Planning
Texas
$7.88M +$351K +8,428 +5%
SAG
132
SageView Advisory Group
California
$7.43M +$22.7K +545 +0.3%
CWP
133
Concord Wealth Partners
Virginia
$7.36M -$1.29M -31,024 -15%
PWM
134
Parkworth Wealth Management
California
$7.04M +$421K +10,105 +6%
VFP
135
Vested Financial Planning
California
$6.8M +$7.08K +170 +0.1%
WP
136
Wealthspan Partners
Iowa
$6.78M -$83.1K -1,993 -1%
TIAM2
137
Tru Independence Asset Management 2
Oregon
$6.62M -$681K -16,330 -9%
CA
138
CGN Advisors
Kansas
$6.59M +$811K +19,460 +14%
SWP
139
Stratos Wealth Partners
Ohio
$6.53M +$542K +13,010 +9%
DWM
140
David Wealth Management
Virginia
$6.52M -$31K -743 -0.5%
FVIM
141
Fort Vancouver Investment Management
Washington
$6.5M +$549K +13,183 +9%
FCG
142
Financial Connections Group
California
$6.44M +$3.72M +89,365 +221%
HIG
143
Heritage Investment Group
Florida
$6.42M -$141K -3,389 -2%
HA
144
Herold Advisors
New York
$6.34M +$632K +15,163 +11%
AIA
145
AssuredPartners Investment Advisors
Florida
$6.33M +$37.5K +901 +0.6%
AWA
146
Acorn Wealth Advisors
Michigan
$6.2M -$821K -19,709 -12%
PA
147
PFG Advisors
Arizona
$6.2M +$511K +12,252 +9%
NCM
148
New Capital Management
Texas
$6.05M -$4.05M -97,283 -40%
RWM
149
Ruedi Wealth Management
Illinois
$5.95M -$780K -18,722 -12%
IIA
150
Integrity Investment Advisors
Colorado
$5.95M +$5.89M +141,348 New

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.