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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

388 hedge funds and large institutions have $4.79B invested in Dimensional Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 201 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+71
Holders Change %
+22.4%
% of All Funds
5.17%
Holding in Top 10
104
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+50.72%
% of All Funds
1.38%
New
92
Increased
201
Reduced
79
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
$487M
2
EFP
Elser Financial Planning
Indiana
$143M
3
GM
GeoWealth Management
Illinois
$49.1M
4
PFM
Phillips Financial Management
Indiana
$68.9M
5
TI
Truepoint Inc
Ohio
$459M

Top Sellers

1
Jane Street
Jane Street
New York
$786K
2
B
BetterWealth
California
$0
3
RFP
RCS Financial Planning
Maryland
$16.8M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
$61.4M
5
HSA
HBK Sorce Advisory
Pennsylvania
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIA
226
Glass Jacobson Investment Advisors
Maryland
$1.64M +$145K +3,518 +10%
EH
227
Equitable Holdings
New York
$1.58M -$49.4K -1,196 -3%
LA
228
LexAurum Advisors
Kansas
$1.54M -$580K -14,043 -27%
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$1.54M +$20.6K +499 +1%
EAM
230
Evanson Asset Management
California
$1.52M +$73.9K +1,791 +5%
EWA
231
EverSource Wealth Advisors
Alabama
$1.51M +$100K +2,426 +7%
WANY
232
Wealthspire Advisors (New York)
New York
$1.49M -$423K -10,239 -22%
MEG
233
Millstone Evans Group
Colorado
$1.48M +$1.48M +35,929 New
SIC
234
Samalin Investment Counsel
New York
$1.46M +$16K +387 +1%
OFA
235
Onyx Financial Advisors
Idaho
$1.44M +$385K +9,321 +36%
CMP
236
Coston McIsaac & Partners
Maine
$1.44M +$1.2M +29,083 +509%
CWM
237
CIBC World Markets
New York
$1.44M +$67K +1,624 +5%
SC
238
Shearwater Capital
Colorado
$1.42M -$25.1K -609 -2%
ACP
239
Aveo Capital Partners
Colorado
$1.39M -$27.9K -677 -2%
AWM
240
Ariadne Wealth Management
California
$1.35M +$577K +13,870 +75%
MWM
241
Mission Wealth Management
California
$1.32M +$1.32M +31,941 New
FCM
242
Family Capital Management
Michigan
$1.27M +$174K +4,217 +16%
RA
243
RFG Advisory
Alabama
$1.24M -$482K -11,681 -28%
FWP
244
Firethorn Wealth Partners
Georgia
$1.23M -$166K -4,012 -12%
GFM
245
GEN Financial Management
Minnesota
$1.22M +$1.22M +29,682 New
SAM
246
Smartleaf Asset Management
Massachusetts
$1.19M +$184K +4,448 +18%
FG
247
Foster Group
Iowa
$1.19M -$164K -3,982 -12%
CC
248
Copperleaf Capital
North Carolina
$1.17M +$287K +6,959 +33%
SW
249
Simplicity Wealth
New Jersey
$1.13M -$20.3K -492 -2%
E
250
EntreWealth
Texas
$1.1M +$1.1M +25,340 New
8 9
10
11 12