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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
CL
176
CLG LLC
California
$4.56M +$210K +5,031 +5%
PWIA
177
Porter White Investment Advisors
Alabama
$4.53M +$329K +7,890 +8%
AF
178
Advisornet Financial
Minnesota
$4.5M +$344K +8,248 +8%
LI
179
LVZ Inc
Michigan
$4.5M +$96.8K +2,321 +2%
SWM
180
SpringVest Wealth Management
Texas
$4.47M +$104K +2,484 +2%
Stifel Financial
181
Stifel Financial
Missouri
$4.45M +$16.4K +394 +0.4%
Focus Partners Wealth
182
Focus Partners Wealth
Massachusetts
$4.37M -$227K -5,435 -5%
AC
183
Applied Capital
Arkansas
$4.26M -$328K -7,873 -7%
HKIMG
184
Hutchens & Kramer Investment Management Group
Indiana
$4.22M -$1.18M -28,336 -22%
MG
185
Mather Group
Illinois
$4.21M +$4.15M +99,549 New
SDWIA
186
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.13M +$612K +14,666 +18%
PGF
187
Plan Group Financial
Oklahoma
$4.11M -$1.59M -38,131 -28%
NWM
188
Northwest Wealth Management
Iowa
$4.08M -$25.4K -608 -0.6%
HIGP
189
Hill Investment Group Partners
Missouri
$3.97M -$123K -2,955 -3%
NWM
190
Navigoe Wealth Management
California
$3.96M -$89.4K -2,144 -2%
FFG
191
First Financial Group
North Carolina
$3.95M +$776K +18,612 +25%
IA
192
IFG Advisory
Georgia
$3.94M +$634K +15,193 +19%
AWMNY
193
Arcadia Wealth Management (New York)
New York
$3.9M +$199K +4,771 +5%
DWM
194
DecisionMap Wealth Management
Virginia
$3.69M -$164K -3,933 -4%
CW
195
Curio Wealth
Maryland
$3.58M +$3.53M +84,633 +47,018%
CMP
196
Coston McIsaac & Partners
Maine
$3.44M +$549K +13,154 +19%
ACA
197
Aptus Capital Advisors
Alabama
$3.36M +$186K +4,452 +6%
GWANC
198
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.36M +$207K +4,961 +7%
GVAG
199
Great Valley Advisor Group
Delaware
$3.25M -$893K -21,416 -22%
E
200
EntreWealth
Texas
$3.21M +$1.18M +28,241 +59%

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.