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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

317 hedge funds and large institutions have $3.69B invested in Dimensional Core Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 184 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+16
Holders Change %
+5.32%
% of All Funds
4.59%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1%
New
35
Increased
184
Reduced
80
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMI
Factory Mutual Insurance
Massachusetts
$69.6M
2
OCG
Opus Capital Group
Ohio
$27.3M
3
LPL Financial
LPL Financial
California
$53.5M
4
PFM
Phillips Financial Management
Indiana
$44.1M
5
GWWM
Great Waters Wealth Management
Minnesota
$89.9M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$57.3M
2
EFP
Elser Financial Planning
Indiana
$1.29M
3
LWM
Liberty Wealth Management
California
$13.1M
4
Jane Street
Jane Street
New York
$21.6M
5
MWM
Mattern Wealth Management
Kansas
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
226
Flow Traders U.S.
New York
$836K -$368K -8,513 -31%
IA
227
IFP Advisors
Florida
$836K +$194K +4,489 +30%
CAG
228
Csenge Advisory Group
Florida
$831K +$112K +2,616 +16%
GTAM
229
Global Trust Asset Management
Florida
$804K -$110K -2,550 -12%
AHL
230
Abel Hall LLC
Louisiana
$802K -$9.24K -214 -1%
TH
231
Team Hewins
California
$800K +$800K +18,512 New
BIG
232
Builder Investment Group
Georgia
$796K +$81.8K +1,893 +11%
AWM
233
Ariadne Wealth Management
California
$779K -$102K -2,433 -12%
SEIA
234
Signature Estate & Investment Advisors
California
$707K +$481K +11,141 +213%
BA
235
Bridge Advisory
California
$694K -$29.6K -686 -4%
VHAM
236
Van Hulzen Asset Management
California
$666K +$43.5K +1,008 +7%
MWM
237
Modera Wealth Management
New Jersey
$657K -$45.7K -1,058 -7%
PFGIA
238
Patriot Financial Group Insurance Agency
Massachusetts
$635K +$2.51K +58 +0.4%
WTA
239
Washington Trust Advisors
Massachusetts
$618K +$14.6K +339 +2%
EWA
240
Elevate Wealth Advisory
Georgia
$612K -$52K -1,204 -8%
I
241
INVST
Indiana
$606K +$162K +3,762 +37%
RJT
242
Raymond James Trust
Florida
$589K – – –
BFA
243
Beacon Financial Advisory
Ohio
$570K -$17.2K -399 -3%
BWG
244
Beta Wealth Group
California
$564K +$9.33K +216 +2%
SOS
245
Silver Oak Securities
Tennessee
$557K +$342K +7,898 +159%
PF
246
Penney Financial
Texas
$554K +$69.8K +1,615 +14%
GAM
247
GEM Asset Management
Michigan
$554K +$554K +12,975 New
SPC
248
Sigma Planning Corp
Michigan
$549K +$17.4K +402 +3%
FOA
249
Five Oceans Advisors
California
$540K -$17.4K -402 -3%
AWM
250
Apollon Wealth Management
South Carolina
$516K -$23.5K -544 -4%
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