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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
E
251
EntreWealth
Texas
$1.1M +$1.07M +25,340 New
MCA
252
MSH Capital Advisors
Arizona
$1.08M -$1.11M -26,277 -50%
SFP
253
SwitchPoint Financial Planning
Utah
$1.04M +$1.06M +25,191 New
VHAM
254
Van Hulzen Asset Management
California
$1.03M +$400K +9,497 +62%
Mercer Global Advisors
255
Mercer Global Advisors
Colorado
$974K -$605K -14,369 -38%
WC
256
Wolfstich Capital
Massachusetts
$942K +$961K +22,815 New
DADC
257
D.A. Davidson & Co
Montana
$927K -$78.3K -1,860 -8%
CTWM
258
Cherry Tree Wealth Management
Minnesota
$921K +$47.2K +1,122 +5%
IAG
259
Investment Advisory Group
Massachusetts
$912K -$8.63K -205 -0.9%
MSFS
260
Main Street Financial Solutions
Pennsylvania
$893K +$416K +9,878 +84%
CAG
261
Csenge Advisory Group
Florida
$886K +$82.9K +1,969 +10%
IA
262
IFP Advisors
Florida
$883K +$85.9K +2,041 +11%
ELM
263
Elite Life Management
Florida
$840K -$148K -3,519 -15%
JWA
264
JFS Wealth Advisors
Pennsylvania
$839K +$758 +18 +0.1%
BIG
265
Builder Investment Group
Georgia
$836K +$77.1K +1,831 +10%
MMPW
266
Mitchell McLeod Pugh & Williams
Alabama
$831K +$424K +10,075 +100%
TWCA
267
Two West Capital Advisors
Kansas
$820K -$279K -6,636 -25%
LSIA
268
LaSalle St. Investment Advisors
Illinois
$820K +$11.7K +277 +1%
AC
269
AWM Capital
Arizona
$814K +$507K +12,031 +156%
OA
270
Oceanside Advisors
South Carolina
$805K -$54.7K -1,298 -6%
Jane Street
271
Jane Street
New York
$786K -$20.2M -480,712 -96%
TFP
272
Triune Financial Partners
Kansas
$771K -$137K -3,242 -15%
BOSSRA
273
B.O.S.S. Retirement Advisors
Utah
$744K -$189K -4,488 -20%
HH
274
Hilltop Holdings
Texas
$718K -$480K -11,398 -40%
PS
275
Pinney & Scofield
Massachusetts
$709K +$724K +17,184 New
9 10
11
12 13

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.