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Dimensional Core Fixed Income ETF
DFCF

391 hedge funds and large institutions have $4.8B invested in Dimensional Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 201 increasing their positions, 80 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,390.87% more ownership

Funds ownership: 65.85% → 2,456.72% (+2,391%)

745% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 80

51% more funds holding in top 10

Funds holding in top 10: 69 → 104 (+35)

30% more capital invested

Capital invested by funds: $3.69B → $4.8B (+$1.1B)

23% more funds holding

Funds holding: 318 → 391 (+73)

Holders
391
Holders Change
+73
Holders Change %
+22.96%
% of All Funds
5.15%
Holding in Top 10
104
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+50.72%
% of All Funds
1.37%
New
93
Increased
201
Reduced
80
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
Elser Financial Planning
Indiana
+$145B
2
EP
Essential Planning
New Hampshire
+$478M
3
GM
GeoWealth Management
Illinois
+$45.7M
4
PFM
Phillips Financial Management
Indiana
+$27.3M
5
TI
Truepoint Inc
Ohio
+$26.8M

Top Sellers

1
Jane Street
Jane Street
New York
-$20.2M
2
B
BetterWealth
California
-$18.8M
3
RFP
RCS Financial Planning
Maryland
-$10.4M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$8.01M
5
HSA
HBK Sorce Advisory
Pennsylvania
-$6.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
226
Cetera Investment Advisers
Illinois
$1.67M +$607K +14,411 +55%
GJIA
227
Glass Jacobson Investment Advisors
Maryland
$1.64M +$148K +3,518 +10%
EH
228
Equitable Holdings
New York
$1.58M -$50.4K -1,196 -3%
LA
229
LexAurum Advisors
Kansas
$1.54M -$591K -14,043 -27%
Envestnet Portfolio Solutions
230
Envestnet Portfolio Solutions
Illinois
$1.54M +$21K +499 +1%
EAM
231
Evanson Asset Management
California
$1.52M +$75.4K +1,791 +5%
EWA
232
EverSource Wealth Advisors
Alabama
$1.51M +$102K +2,426 +7%
WANY
233
Wealthspire Advisors (New York)
New York
$1.49M -$431K -10,239 -22%
MEG
234
Millstone Evans Group
Colorado
$1.48M +$1.51M +35,929 New
SIC
235
Samalin Investment Counsel
New York
$1.46M +$16.3K +387 +1%
OFA
236
Onyx Financial Advisors
Idaho
$1.44M +$392K +9,321 +36%
CMP
237
Coston McIsaac & Partners
Maine
$1.44M +$1.22M +29,083 +509%
CWM
238
CIBC World Markets
New York
$1.44M +$68.4K +1,624 +5%
SC
239
Shearwater Capital
Colorado
$1.42M -$25.6K -609 -2%
ACP
240
Aveo Capital Partners
Colorado
$1.39M -$28.5K -677 -2%
AWM
241
Ariadne Wealth Management
California
$1.35M +$584K +13,870 +75%
MWM
242
Mission Wealth Management
California
$1.32M +$1.34M +31,941 New
FCM
243
Family Capital Management
Michigan
$1.27M +$178K +4,217 +16%
RA
244
RFG Advisory
Alabama
$1.24M -$492K -11,681 -28%
FWP
245
Firethorn Wealth Partners
Georgia
$1.23M -$169K -4,012 -12%
GFM
246
GEN Financial Management
Minnesota
$1.22M +$1.25M +29,682 New
SAM
247
Smartleaf Asset Management
Massachusetts
$1.19M +$187K +4,448 +18%
FG
248
Foster Group
Iowa
$1.19M -$168K -3,982 -12%
CC
249
Copperleaf Capital
North Carolina
$1.17M +$293K +6,959 +33%
SW
250
Simplicity Wealth
New Jersey
$1.13M -$20.7K -492 -2%
8 9
10
11 12

DFCF Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q4 2024, worth a combined $4.8B — up 30% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DFCF positions and 11 closed out — a net gain of 82 holders — while 201 added to existing stakes and 80 trimmed.

The largest buyer was Elser Financial Planning, adding an estimated $145B. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 391 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q4 2024, up from 318 in Q3 2024.
  • Funds reported $4.8B of Dimensional Core Fixed Income ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 93 funds opened new Dimensional Core Fixed Income ETF positions in Q4 2024 and 11 closed out, a net change of +82 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q4 2024 was Elser Financial Planning, an estimated $145B added.
  • The largest Dimensional Core Fixed Income ETF seller in Q4 2024 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2024.