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Dimensional Core Fixed Income ETF

399 hedge funds and large institutions have $4.87B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 219 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 121

6% more capital invested

Capital invested by funds: $4.58B → $4.87B (+$288M)

0.79% less ownership

Funds ownership: 69.45%68.67% (-0.79%)

1% less funds holding

Funds holding: 403399 (-4)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
399
Holders Change
-4
Holders Change %
-0.99%
% of All Funds
5.25%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.32%
New
30
Increased
219
Reduced
121
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BH
151
Burk Holdings
Oklahoma
$6.2M +$2.5M +59,875 +69%
SWP
152
Stratos Wealth Partners
Ohio
$6.17M -$385K -9,229 -6%
IIA
153
Integrity Investment Advisors
Colorado
$6.13M +$153K +3,674 +3%
CW
154
CreativeOne Wealth
Kansas
$6.06M +$354K +8,485 +6%
SIS
155
Strategic Investment Solutions
Illinois
$6M -$2.75M -65,839 -32%
CC
156
Citrine Capital
California
$5.91M +$233K +5,576 +4%
BHWM
157
Bay Harbor Wealth Management
Maryland
$5.87M +$251K +6,029 +5%
BFG
158
Berger Financial Group
Minnesota
$5.84M +$1.51M +36,176 +35%
WCM
159
Winebrenner Capital Management
Kentucky
$5.77M +$1.11M +26,603 +24%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$5.68M +$2.98M +71,534 +114%
TIAM2
161
Tru Independence Asset Management 2
Oregon
$5.47M -$1.17M -27,954 -18%
HA
162
Herold Advisors
New York
$5.46M -$902K -21,625 -14%
SWGC
163
Summit Wealth Group (Colorado)
Colorado
$5.4M +$5.33M +127,857 New
BCI
164
Brinker Capital Investments
Pennsylvania
$5.4M +$1.92M +46,027 +56%
SWA
165
Sterling Wealth Advisors
Florida
$5.37M +$36.6K +877 +0.7%
SFS
166
Sowell Financial Services
Arkansas
$5.28M +$94.8K +2,272 +2%
RWM
167
Ruedi Wealth Management
Illinois
$5.14M -$828K -19,861 -14%
FWS
168
FinDec Wealth Services
California
$5.05M +$318K +7,630 +7%
EWA
169
EverSource Wealth Advisors
Alabama
$5.02M +$3.18M +76,204 +179%
SIAG
170
Safeguard Investment Advisory Group
California
$4.98M -$7.88K -189 -0.2%
HWM
171
HFG Wealth Management
Texas
$4.77M +$87.8K +2,105 +2%
VPF
172
Vantage Point Financial
Illinois
$4.75M +$216K +5,173 +5%
SHFA
173
SC&H Financial Advisors
Maryland
$4.59M +$230K +5,513 +5%
AAP
174
Arax Advisory Partners
Colorado
$4.59M -$30.7K -737 -0.7%
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$4.56M +$338K +8,116 +8%

DFCF Hedge Fund Activity: Q2 2025 in Review

399 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q2 2025, worth a combined $4.87B — up 6.3% from $4.58B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of DFCF and 30 opened new positions — a net loss of 1 holder — while 121 trimmed existing stakes and 219 added.

The largest buyer was True Link Financial Advisors, opening a new position worth an estimated $118M. The largest seller was WPWealth, cutting an estimated $39M.

  • 399 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q2 2025, down from 403 in Q1 2025.
  • Funds reported $4.87B of Dimensional Core Fixed Income ETF stock for Q2 2025, up 6.3% quarter-over-quarter.
  • 30 funds opened new Dimensional Core Fixed Income ETF positions in Q2 2025 and 31 closed out, a net change of -1 holder.
  • The largest Dimensional Core Fixed Income ETF buyer in Q2 2025 was True Link Financial Advisors, an estimated $118M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q2 2025 was WPWealth, an estimated $39M sold.

Based on aggregated 13F filings for Q2 2025.