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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

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 38 funds opening new positions, 221 increasing their positions, 113 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+12
Holders Change %
+3.09%
% 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
38
Increased
221
Reduced
113
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
Hemington Wealth Management
Virginia
$99.8M
2
FMI
Factory Mutual Insurance
Massachusetts
$118M
3
SFA
Sequoia Financial Advisors
Ohio
$88.9M
4
IA
Integrity Alliance
Iowa
$28M
5
SC
Savant Capital
Illinois
$80.7M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
$1.28M
2
CW
Curio Wealth
Maryland
$4.82M
3
EP
Essential Planning
New Hampshire
$9.18M
4
BAAM
Baker Avenue Asset Management
California
$369K
5
AAP
Arax Advisory Partners
Colorado
$4.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
1
Truepoint Inc
Ohio
$475M +$7.71M +183,343 +2%
BHWM
2
Beaird Harris Wealth Management
Texas
$126M +$1.42M +33,794 +1%
W
3
WPWealth
Texas
$119M +$1.96M +46,531 +2%
FMI
4
Factory Mutual Insurance
Massachusetts
$118M +$49.7M +1,182,000 +73%
OIA
5
OneDigital Investment Advisors
Kansas
$113M +$2.21M +52,603 +2%
GWWM
6
Great Waters Wealth Management
Minnesota
$102M -$2.21M -52,598 -2%
HWM
7
Hemington Wealth Management
Virginia
$99.8M +$66M +1,569,666 +196%
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$92.4M +$434K +10,313 +0.5%
SFA
9
Sequoia Financial Advisors
Ohio
$88.9M +$29.8M +707,769 +50%
AC
10
Apella Capital
Connecticut
$85M +$5.45M +130,990 +7%
SC
11
Savant Capital
Illinois
$80.7M +$24.5M +582,941 +44%
PFM
12
Phillips Financial Management
Indiana
$80.5M +$10.3M +244,535 +15%
HighTower Advisors
13
HighTower Advisors
Illinois
$62.7M +$2.93M +69,724 +5%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$62.3M -$232K -5,526 -0.4%
DAS
15
Dynamic Advisor Solutions
Arizona
$61.8M +$1.01M +23,919 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$61.2M -$11.7M -278,526 -16%
CWM
17
Core Wealth Management
Florida
$59.8M +$8.96M +213,144 +18%
SIM
18
Stratos Investment Management
Ohio
$56.6M +$5.1M +121,225 +10%
MSWMA
19
Market Street Wealth Management Advisors
Indiana
$56.1M +$8.74M +207,736 +18%
AF
20
Allworth Financial
California
$55.6M -$2.13M -51,244 -4%
RFP
21
Root Financial Partners
California
$51.9M +$7.31M +173,782 +16%
GM
22
GeoWealth Management
Illinois
$51.1M +$1.07M +25,341 +2%
HSA
23
HBK Sorce Advisory
Pennsylvania
$46.6M -$2.8M -66,472 -6%
LPL Financial
24
LPL Financial
California
$45.9M -$7.03M -167,061 -13%
RIM
25
RW Investment Management
Idaho
$45.4M +$1.44M +34,304 +3%
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