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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

265 hedge funds and large institutions have $3.01B invested in Dimensional Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 123 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+57
Holders Change %
+27.4%
% of All Funds
3.89%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
0.88%
New
76
Increased
123
Reduced
52
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAAM
1
Baker Avenue Asset Management
California
$70.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$58.3M
3
Jane Street
3
Jane Street
New York
$57.8M
4
AC
4
Annandale Capital
Texas
$31.4M
5
AC
5
Apella Capital
Connecticut
$48.4M

Top Sellers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$8.59M
2
SIS
2
Strategic Investment Solutions
Illinois
$902K
3
TI
3
Truepoint Inc
Ohio
$396M
4
CWM
4
Core Wealth Management
Florida
$39.8M
5
RA
5
Rise Advisors
New York
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
276
Simplicity Wealth
New Jersey
– -$223K -5,528 Closed
MA
277
Mutual Advisors
Nebraska
– -$208K -5,148 Closed
AGWCA
278
Annis Gardner Whiting Capital Advisors
Florida
– -$104K -2,584 Closed
PA
279
Parallel Advisors
California
– -$84.3K -2,089 Closed
UBS Group
280
UBS Group
Switzerland
– -$67.9K -1,682 Closed
GA
281
GoalVest Advisory
New York
– -$24.5K -606 Closed
8 9 10 11
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