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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
TI
1
Truepoint Inc
Ohio
$487M +$8.74M +209,514 +2%
BHWM
2
Beaird Harris Wealth Management
Texas
$128M +$1.55M +37,195 +1%
SFA
3
Sequoia Financial Advisors
Ohio
$122M +$31.9M +765,145 +36%
TLFA
4
True Link Financial Advisors
California
$119M +$118M +2,823,753 New
FMI
5
Factory Mutual Insurance
Massachusetts
$118M
OIA
6
OneDigital Investment Advisors
Kansas
$115M +$1.08M +25,898 +1%
GWWM
7
Great Waters Wealth Management
Minnesota
$106M +$3.06M +73,413 +3%
HWM
8
Hemington Wealth Management
Virginia
$104M +$3.32M +79,515 +3%
SC
9
Savant Capital
Illinois
$98.8M +$19.2M +460,615 +25%
DPW
10
DiNuzzo Private Wealth
Pennsylvania
$91.4M -$1.34M -32,103 -1%
AC
11
Apella Capital
Connecticut
$90.3M +$4.5M +107,829 +5%
PFM
12
Phillips Financial Management
Indiana
$86.1M +$5.17M +124,059 +6%
W
13
WPWealth
Texas
$79.8M -$39M -934,113 -33%
CWM
14
Core Wealth Management
Florida
$64.1M +$3.97M +95,254 +7%
DAS
15
Dynamic Advisor Solutions
Arizona
$63M +$888K +21,293 +1%
SIM
16
Stratos Investment Management
Ohio
$62.3M +$5.37M +128,745 +10%
HighTower Advisors
17
HighTower Advisors
Illinois
$60.9M -$2.07M -49,587 -3%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$58.3M -$4.21M -101,019 -7%
MSWMA
19
Market Street Wealth Management Advisors
Indiana
$57.5M +$1.18M +28,183 +2%
RFP
20
Root Financial Partners
California
$57.1M +$4.96M +118,907 +10%
AF
21
Allworth Financial
California
$56M -$498K -11,932 -0.9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$55.4M -$5.93M -142,164 -10%
RK
23
Rather & Kittrell
Tennessee
$49.1M +$3.59M +86,007 +8%
LPL Financial
24
LPL Financial
California
$46.2M +$154K +3,686 +0.3%
RIM
25
RW Investment Management
Idaho
$45.4M -$169K -4,060 -0.4%

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.