DFCF icon

Dimensional Core Fixed Income ETF

400 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 37 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+11
Holders Change %
+2.83%
% of All Funds
5.43%
Holding in Top 10
103
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.96%
% of All Funds
1.4%
New
37
Increased
221
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
201
Kovitz Investment Group Partners
Illinois
$2.73M -$146K -3,465 -5%
SEIA
202
Signature Estate & Investment Advisors
California
$2.67M +$53.3K +1,267 +2%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$2.64M +$939K +22,323 +55%
AWM
204
Aegis Wealth Management
Maryland
$2.54M -$77.9K -1,851 -3%
TAM
205
TCP Asset Management
Ohio
$2.52M +$234K +5,565 +10%
PAM
206
Pacific Asset Management
Washington
$2.47M +$239K +5,677 +11%
GWM
207
Geneos Wealth Management
Colorado
$2.35M +$1.85M +29,672 +372%
AHL
208
Abel Hall LLC
Louisiana
$2.28M -$726K -17,263 -24%
CA
209
Clune & Associates
Illinois
$2.27M +$355K +8,449 +19%
WAN
210
Wealth Advisors Northwest
Oregon
$2.27M +$134K +3,192 +6%
VPWA
211
Vestia Personal Wealth Advisors
Indiana
$2.21M +$317K +7,546 +17%
SA
212
Stewardship Advisors
Pennsylvania
$2.2M +$347K +8,253 +19%
AWMNH
213
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.18M +$31.4K +746 +1%
AWM
214
Arista Wealth Management
Nevada
$2.09M
E
215
EntreWealth
Texas
$2M +$938K +22,299 +88%
QFA
216
Quantum Financial Advisors
California
$1.95M +$15.6K +370 +0.8%
FWM
217
Forza Wealth Management
Florida
$1.91M
EH
218
Equitable Holdings
New York
$1.9M +$293K +6,966 +18%
EWA
219
EverSource Wealth Advisors
Alabama
$1.79M +$254K +6,042 +17%
FFM
220
Forum Financial Management
Illinois
$1.78M -$271K -6,445 -13%
VFP
221
Verus Financial Partners
Virginia
$1.78M -$31.2K -752 -2%
CP
222
Capital Planning
Washington
$1.72M +$1.72M +40,917 New
WN
223
Williams & Novak
California
$1.71M +$1.4M +33,242 +456%
MFC
224
Morris Financial Concepts
South Carolina
$1.67M -$84.3K -2,004 -5%
HPM
225
Hoxton Planning & Management
West Virginia
$1.66M -$800K -19,018 -33%