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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

394 hedge funds and large institutions have $4.85B invested in Dimensional Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 217 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-6
Holders Change %
-1.5%
% of All Funds
5.28%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
29
Increased
217
Reduced
119
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TLFA
1
True Link Financial Advisors
California
$119M
2
SFA
2
Sequoia Financial Advisors
Ohio
$122M
3
SC
3
Savant Capital
Illinois
$100M
4
RWP
4
Revolve Wealth Partners
New Jersey
$17.2M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$20.2M

Top Sellers

1
W
1
WPWealth
Texas
$79.8M
2
Jane Street
2
Jane Street
New York
$9.24M
3
SWA
3
Sax Wealth Advisors
New Jersey
$15.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.05M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
1
Truepoint Inc
Ohio
$487M +$8.85M +209,514 +2%
BHWM
2
Beaird Harris Wealth Management
Texas
$128M +$1.57M +37,195 +1%
SFA
3
Sequoia Financial Advisors
Ohio
$122M +$32.3M +765,145 +36%
TLFA
4
True Link Financial Advisors
California
$119M +$119M +2,823,753 New
FMI
5
Factory Mutual Insurance
Massachusetts
$118M – – –
OIA
6
OneDigital Investment Advisors
Kansas
$115M +$1.09M +25,898 +1%
GWWM
7
Great Waters Wealth Management
Minnesota
$106M +$3.1M +73,413 +3%
HWM
8
Hemington Wealth Management
Virginia
$104M +$3.36M +79,515 +3%
SC
9
Savant Capital
Illinois
$100M +$19.2M +455,204 +24%
DPW
10
DiNuzzo Private Wealth
Pennsylvania
$91.4M -$1.36M -32,103 -1%
AC
11
Apella Capital
Connecticut
$90.3M +$4.53M +107,829 +5%
PFM
12
Phillips Financial Management
Indiana
$86.1M +$5.24M +124,059 +6%
W
13
WPWealth
Texas
$79.8M -$39.5M -934,113 -33%
CWM
14
Core Wealth Management
Florida
$64.1M +$4.03M +95,254 +7%
DAS
15
Dynamic Advisor Solutions
Arizona
$63M +$900K +21,293 +1%
SIM
16
Stratos Investment Management
Ohio
$62.3M +$5.44M +128,745 +10%
HighTower Advisors
17
HighTower Advisors
Illinois
$60.9M -$2.1M -49,587 -3%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$58.3M -$4.27M -101,019 -7%
MSWMA
19
Market Street Wealth Management Advisors
Indiana
$57.5M +$1.19M +28,183 +2%
RFP
20
Root Financial Partners
California
$57.1M +$5.03M +118,907 +10%
AF
21
Allworth Financial
California
$56M -$504K -11,932 -0.9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$55.4M -$6.01M -142,164 -10%
RK
23
Rather & Kittrell
Tennessee
$49.1M +$3.63M +86,007 +8%
LPL Financial
24
LPL Financial
California
$46.2M +$156K +3,686 +0.3%
RIM
25
RW Investment Management
Idaho
$45.4M -$172K -4,060 -0.4%
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