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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
302
Holders Change
+19
Holders Change %
+6.71%
% of All Funds
4.36%
Holding in Top 10
62
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.9%
New
39
Increased
172
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
+$29.2M
2
DAS
Dynamic Advisor Solutions
Arizona
+$28.9M
3
LWM
Liberty Wealth Management
California
+$24.9M
4
OIA
OneDigital Investment Advisors
Kansas
+$17.8M
5
AssetMark Inc
AssetMark Inc
California
+$15.5M

Top Sellers

1
FFM
Forum Financial Management
Illinois
-$13.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$12.1M
3
FSWA
Financial Synergies Wealth Advisors
Texas
-$11.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.22M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
APC
276
Aspire Private Capital
North Carolina
$162K -$622 -15 -0.4%
CAS
277
Coppell Advisory Solutions
Texas
$141K +$141K +3,392 New
GWM
278
Grand Wealth Management
Michigan
$131K +$3.27K +79 +3%
WP
279
WealthShield Partners
North Carolina
$122K -$31.9K -769 -21%
AWM
280
Aspire Wealth Management
Massachusetts
$119K +$5.97K +144 +5%
ATPW
281
Ashton Thomas Private Wealth
Arizona
$102K +$102K +2,450 New
Comerica Bank
282
Comerica Bank
Texas
$96.2K – – –
GRP
283
Global Retirement Partners
California
$85.2K +$1.04K +25 +1%
Morgan Stanley
284
Morgan Stanley
New York
$71K +$7.83K +189 +12%
UBS Group
285
UBS Group
Switzerland
$67.4K +$67.2K +1,623 New
BTI
286
Blue Trust Inc
Georgia
$61.1K – – –
GWM
287
Geneos Wealth Management
Colorado
$45.8K +$15.9K +384 +53%
CT
288
Colonial Trust
South Carolina
$45.4K -$4.39K -106 -9%
MFT
289
Moisand Fitzgerald Tamayo
Florida
$35.2K +$9.53K +230 +37%
OLVIG
290
Oliver Lagore Vanvalin Investment Group
Michigan
$34.7K +$9.82K +237 +40%
VAG
291
VisionPoint Advisory Group
Texas
$31.1K – – –
BlackRock
292
BlackRock
New York
$29.8K +$29.7K +717 New
OCM
293
Orion Capital Management
California
$15.5K – – –
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$13K -$10.6K -256 -44%
National Bank of Canada
295
National Bank of Canada
Quebec, Canada
$12K +$11.8K +286 New
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$10.8K +$10.8K +260 New
CFD
297
Creative Financial Designs
Indiana
$6.23K – – –
Wells Fargo
298
Wells Fargo
California
$6.15K +$6.09K +147 +14,700%
CIA
299
Cape Investment Advisory
Georgia
$4.15K – – –
HI
300
Harbour Investments
Wisconsin
$4.03K – – –
9 10 11
12
13

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.