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Dimensional Core Fixed Income ETF

408 hedge funds and large institutions have $6.03B invested in Dimensional Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 248 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 93

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

24% more capital invested

Capital invested by funds: $4.87B → $6.03B (+$1.17B)

2% more funds holding

Funds holding: 399408 (+9)

2.16% more ownership

Funds ownership: 68.67%70.83% (+2.2%)

4% less funds holding in top 10

Funds holding in top 10: 10096 (-4)

Holders
408
Holders Change
+9
Holders Change %
+2.26%
% of All Funds
5.36%
Holding in Top 10
96
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4%
% of All Funds
1.26%
New
39
Increased
248
Reduced
93
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Truepoint Inc
Ohio
$514M +$21.6M +509,232 +4%
Prudential Financial
2
Prudential Financial
New Jersey
$446M +$442M +10,426,654 New
AC
3
Annandale Capital
Texas
$342M +$644K +15,194 +2%
FMI
4
Factory Mutual Insurance
Massachusetts
$194M +$74M +1,744,600 +62%
TLFA
5
True Link Financial Advisors
California
$146M +$25M +589,376 +21%
BHWM
6
Beaird Harris Wealth Management
Texas
$135M +$4.97M +117,208 +4%
OIA
7
OneDigital Investment Advisors
Kansas
$124M +$7.62M +179,755 +7%
SC
8
Savant Capital
Illinois
$121M +$20.9M +492,106 +21%
GWWM
9
Great Waters Wealth Management
Minnesota
$118M +$10.9M +256,623 +10%
HWM
10
Hemington Wealth Management
Virginia
$114M +$9M +212,244 +9%
PFM
11
Phillips Financial Management
Indiana
$101M +$14.1M +332,760 +16%
AC
12
Apella Capital
Connecticut
$99.7M +$6.69M +157,781 +7%
DPW
13
DiNuzzo Private Wealth
Pennsylvania
$95.2M +$3.42M +80,693 +4%
RFP
14
Root Financial Partners
California
$87.9M +$29.8M +702,772 +52%
W
15
WPWealth
Texas
$83.9M +$3.21M +75,590 +4%
SIM
16
Stratos Investment Management
Ohio
$78.6M +$15.4M +363,609 +25%
CWM
17
Core Wealth Management
Florida
$69.8M +$4.89M +115,243 +8%
HighTower Advisors
18
HighTower Advisors
Illinois
$66.9M +$5.21M +122,916 +9%
AF
19
Allworth Financial
California
$66.6M +$9.91M +233,625 +18%
DAS
20
Dynamic Advisor Solutions
Arizona
$65.5M +$1.75M +41,305 +3%
MSWMA
21
Market Street Wealth Management Advisors
Indiana
$60.2M +$1.96M +46,141 +3%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$59M -$51.4K -1,211 -0.1%
RK
23
Rather & Kittrell
Tennessee
$55.8M +$6.07M +143,113 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$53M -$3.08M -72,548 -6%
GM
25
GeoWealth Management
Illinois
$51.1M +$5.51M +130,010 +12%

DFCF Hedge Fund Activity: Q3 2025 in Review

408 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q3 2025, worth a combined $6.03B — up 24% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DFCF positions and 23 closed out — a net gain of 16 holders — while 248 added to existing stakes and 93 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $442M. The largest seller was Sequoia Financial Advisors, cutting an estimated $98.9M.

  • 408 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q3 2025, up from 399 in Q2 2025.
  • Funds reported $6.03B of Dimensional Core Fixed Income ETF stock for Q3 2025, up 24% quarter-over-quarter.
  • 39 funds opened new Dimensional Core Fixed Income ETF positions in Q3 2025 and 23 closed out, a net change of +16 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q3 2025 was Prudential Financial, an estimated $442M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q3 2025 was Sequoia Financial Advisors, an estimated $98.9M sold.

Based on aggregated 13F filings for Q3 2025.