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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
PWIA
176
Porter White Investment Advisors
Alabama
$4.17M +$403K +9,662 +11%
AF
177
Advisornet Financial
Minnesota
$4.14M +$1.25M +30,075 +44%
GVAG
178
Great Valley Advisor Group
Delaware
$4.13M +$23.5K +565 +0.6%
NWM
179
Northwest Wealth Management
Iowa
$4.08M -$33.2K -796 -0.8%
HIGP
180
Hill Investment Group Partners
Missouri
$4.08M -$60.4K -1,449 -1%
NWM
181
Navigoe Wealth Management
California
$4.04M +$716K +17,170 +22%
SIG
182
Spinnaker Investment Group
California
$3.99M -$10.9M -261,561 -73%
DWM
183
DecisionMap Wealth Management
Virginia
$3.84M +$90.3K +2,166 +2%
AWMNY
184
Arcadia Wealth Management (New York)
New York
$3.68M +$523K +12,556 +17%
BH
185
Burk Holdings
Oklahoma
$3.66M +$625K +14,988 +21%
SDWIA
186
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.49M +$388K +9,314 +13%
BCI
187
Brinker Capital Investments
Pennsylvania
$3.44M +$326K +7,823 +11%
OPS
188
Orion Portfolio Solutions
Nebraska
$3.44M +$326K +7,823 +11%
IA
189
IFG Advisory
Georgia
$3.28M +$223K +5,352 +7%
AA
190
Ancora Advisors
Ohio
$3.23M -$237K -5,699 -7%
CP
191
Canopy Partners
Ohio
$3.19M -$230K -5,525 -7%
ACA
192
Aptus Capital Advisors
Alabama
$3.15M +$58.1K +1,394 +2%
FFG
193
First Financial Group
North Carolina
$3.13M +$154K +3,702 +5%
GWANC
194
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.13M +$37.5K +899 +1%
PAG
195
Private Advisor Group
New Jersey
$2.92M +$50.7K +1,217 +2%
CMP
196
Coston McIsaac & Partners
Maine
$2.87M +$1.39M +33,457 +96%
NA
197
NewEdge Advisors
Louisiana
$2.85M -$4.46M -107,119 -61%
KAS
198
Kestra Advisory Services
Texas
$2.8M -$242K -5,818 -8%
AWA
199
Arkadios Wealth Advisors
Georgia
$2.79M +$497K +11,922 +22%
Creative Planning
200
Creative Planning
Kansas
$2.76M +$583K +13,979 +27%

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.