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Dimensional Core Fixed Income ETF
DFCF

302 hedge funds and large institutions have $3.54B invested in Dimensional Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 172 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 73

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $3.19B → $3.54B (+$351M)

7% more funds holding

Funds holding: 283 → 302 (+19)

3.01% more ownership

Funds ownership: 67.43% → 70.44% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 62 → 62 (0)

Holders
302
Holders Change
+19
Holders Change %
+6.71%
% of All Funds
4.36%
Holding in Top 10
62
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.9%
New
39
Increased
172
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
+$29.2M
2
DAS
Dynamic Advisor Solutions
Arizona
+$28.9M
3
LWM
Liberty Wealth Management
California
+$24.9M
4
OIA
OneDigital Investment Advisors
Kansas
+$17.8M
5
AssetMark Inc
AssetMark Inc
California
+$15.5M

Top Sellers

1
FFM
Forum Financial Management
Illinois
-$13.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$12.1M
3
FSWA
Financial Synergies Wealth Advisors
Texas
-$11.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.22M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
226
Beta Wealth Group
California
$534K +$5.51K +133 +1%
AWM
227
Apollon Wealth Management
South Carolina
$519K +$163K +3,935 +46%
SPC
228
Sigma Planning Corp
Michigan
$511K -$2.73K -66 -0.5%
FFWA
229
Forthright Family Wealth Advisory
Texas
$483K – – –
PF
230
Penney Financial
Texas
$466K +$27.3K +660 +6%
GWA
231
Geometric Wealth Advisors
District of Columbia
$458K +$5.39K +130 +1%
FTC
232
Farmers Trust Company
Ohio
$455K +$454K +10,964 New
DWM
233
Drive Wealth Management
Utah
$439K -$46.2K -1,115 -10%
FFG
234
Fiduciary Financial Group
California
$435K +$428K +10,337 New
I
235
INVST
Indiana
$424K +$425K +10,268 New
WN
236
Williams & Novak
California
$417K +$416K +10,037 New
BEW
237
Burton Enright Welch
California
$392K +$44.7K +1,078 +13%
SW
238
Schulz Wealth
Texas
$379K +$18.9K +455 +5%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$375K – – –
2L
240
25 LLC
Missouri
$365K +$91.2K +2,200 +33%
PWA
241
Physician Wealth Advisors
Utah
$362K -$7.25K -175 -2%
CMBA
242
C.M. Bidwell & Associates
Hawaii
$358K +$44.4K +1,072 +14%
KP
243
Keel Point
Alabama
$354K +$343K +8,270 New
DWM
244
Dopkins Wealth Management
New York
$345K +$344K +8,312 New
MMPW
245
Mitchell McLeod Pugh & Williams
Alabama
$338K +$94.1K +2,271 +39%
KSWA
246
Kathleen S. Wright Associates
Pennsylvania
$335K +$135K +3,270 +68%
ALWM
247
Andrews Lucia Wealth Management
California
$326K – – –
AC
248
AWM Capital
Arizona
$320K -$1.91K -46 -0.6%
FPCG
249
Forum Private Client Group
Indiana
$317K +$4.18K +101 +1%
CAM
250
Concorde Asset Management
Michigan
$313K +$312K +7,534 New
8 9
10
11 12

DFCF Hedge Fund Activity: Q2 2024 in Review

302 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q2 2024, worth a combined $3.54B — up 11% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DFCF positions and 17 closed out — a net gain of 22 holders — while 172 added to existing stakes and 73 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $29.2M. The largest seller was Forum Financial Management, cutting an estimated $13.5M.

  • 302 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q2 2024, up from 283 in Q1 2024.
  • Funds reported $3.54B of Dimensional Core Fixed Income ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 39 funds opened new Dimensional Core Fixed Income ETF positions in Q2 2024 and 17 closed out, a net change of +22 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q2 2024 was HBK Sorce Advisory, an estimated $29.2M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q2 2024 was Forum Financial Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2024.