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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
PF
151
Parker Financial
Washington
$5.87M +$603K +14,479 +12%
PGF
152
Plan Group Financial
Oklahoma
$5.7M +$557K +13,373 +11%
CW
153
CreativeOne Wealth
Kansas
$5.68M +$517K +12,406 +10%
CC
154
Citrine Capital
California
$5.64M -$40.6K -974 -0.7%
BHWM
155
Bay Harbor Wealth Management
Maryland
$5.59M +$126K +3,023 +2%
HKIMG
156
Hutchens & Kramer Investment Management Group
Indiana
$5.39M -$184K -4,406 -3%
SWA
157
Sterling Wealth Advisors
Florida
$5.35M -$215K -5,150 -4%
SW
158
Simplicity Wealth
New Jersey
$5.19M +$4.01M +96,113 +352%
SFS
159
Sowell Financial Services
Arkansas
$5.16M -$27.1K -651 -0.5%
SIAG
160
Safeguard Investment Advisory Group
California
$4.96M -$189K -4,526 -4%
CW
161
Curio Wealth
Maryland
$4.82M -$4.84M -116,212 -100%
FWS
162
FinDec Wealth Services
California
$4.7M -$4.13M -99,044 -47%
WCM
163
Winebrenner Capital Management
Kentucky
$4.63M +$557K +13,369 +14%
AAP
164
Arax Advisory Partners
Colorado
$4.6M -$25.2M -605,547 -85%
HWM
165
HFG Wealth Management
Texas
$4.59M +$415K +9,961 +10%
Focus Partners Wealth
166
Focus Partners Wealth
Massachusetts
$4.58M -$426K -10,213 -9%
AC
167
Applied Capital
Arkansas
$4.57M -$187K -4,483 -4%
VPF
168
Vantage Point Financial
Illinois
$4.51M +$376K +9,015 +9%
Stifel Financial
169
Stifel Financial
Missouri
$4.41M +$501K +12,018 +13%
LI
170
LVZ Inc
Michigan
$4.38M -$463K -11,122 -10%
SWM
171
SpringVest Wealth Management
Texas
$4.34M +$256K +6,151 +6%
SHFA
172
SC&H Financial Advisors
Maryland
$4.34M +$468K +11,238 +12%
CL
173
CLG LLC
California
$4.32M +$328K +7,873 +8%
BFG
174
Berger Financial Group
Minnesota
$4.29M +$2.09M +50,032 +96%
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$4.2M +$2.32M +55,646 +126%

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.