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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
FG
201
Foster Group
Iowa
$3.19M +$1.96M +46,916 +164%
KAS
202
Kestra Advisory Services
Texas
$3.14M +$318K +7,616 +11%
AA
203
Ancora Advisors
Ohio
$3.08M -$166K -3,983 -5%
MMPW
204
Mitchell McLeod Pugh & Williams
Alabama
$2.96M +$1.38M +33,137 +90%
PAG
205
Private Advisor Group
New Jersey
$2.95M +$8.13K +195 +0.3%
WAN
206
Wealth Advisors Northwest
Oregon
$2.93M +$636K +15,242 +28%
CP
207
Canopy Partners
Ohio
$2.87M -$325K -7,790 -10%
SEIA
208
Signature Estate & Investment Advisors
California
$2.87M +$181K +4,346 +7%
CA
209
Clune & Associates
Illinois
$2.82M +$524K +12,554 +23%
TAM
210
TCP Asset Management
Ohio
$2.8M +$258K +6,193 +10%
WANY
211
Wealthspire Advisors (New York)
New York
$2.74M +$1.21M +28,917 +80%
Northern Trust
212
Northern Trust
Illinois
$2.71M +$2.67M +64,124 New
BW
213
Balance Wealth
Ohio
$2.57M +$1.27M +30,511 +101%
AWA
214
Arkadios Wealth Advisors
Georgia
$2.56M -$237K -5,688 -9%
RF
215
rebel Financial
Ohio
$2.54M +$2.51M +60,222 New
AWMM
216
Aegis Wealth Management (Maryland)
Maryland
$2.54M
NA
217
NewEdge Advisors
Louisiana
$2.52M -$340K -8,149 -12%
PAM
218
Pacific Asset Management
Washington
$2.5M +$24.1K +579 +1%
Kovitz Investment Group Partners
219
Kovitz Investment Group Partners
Illinois
$2.38M -$364K -8,723 -13%
RLIM
220
Red Lighthouse Investment Management
New York
$2.32M +$1.13M +27,000 +96%
AWMNH
221
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.32M +$131K +3,150 +6%
VPWA
222
Vestia Personal Wealth Advisors
Indiana
$2.26M +$36.9K +884 +2%
AHL
223
Abel Hall LLC
Louisiana
$2.23M -$63.6K -1,526 -3%
EH
224
Equitable Holdings
New York
$2.22M +$310K +7,436 +16%
SA
225
Stewardship Advisors
Pennsylvania
$2.22M +$14.7K +352 +0.7%

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.