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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$29.2M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$28.9M |
| 3 |
LWM
Liberty Wealth Management
Oakland,
California
|
+$24.9M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$17.8M |
| 5 |
AssetMark Inc
Concord,
California
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$13.5M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$12.1M |
| 3 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
-$11.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$9.22M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$8.3M |
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.