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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
I
276
INVST
Indiana
$687K +$111K +2,627 +19%
SW
277
Schulz Wealth
Texas
$617K -$250K -5,929 -28%
BWG
278
Beta Wealth Group
California
$615K +$77.7K +1,845 +14%
PFGIA
279
Patriot Financial Group Insurance Agency
Massachusetts
$610K +$3.33K +79 +0.5%
PF
280
Penney Financial
Texas
$599K +$70.5K +1,675 +13%
WTA
281
Washington Trust Advisors
Massachusetts
$591K – – –
EWA
282
Elevate Wealth Advisory
Georgia
$586K +$1.9K +45 +0.3%
SC
283
Schubert & Co
Texas
$586K +$598K +14,198 New
GWA
284
Geometric Wealth Advisors
District of Columbia
$585K +$128K +3,045 +27%
SOS
285
Silver Oak Securities
Tennessee
$565K +$33.5K +796 +6%
GAM
286
GEM Asset Management
Michigan
$559K +$24.1K +573 +4%
BFA
287
Beacon Financial Advisory
Ohio
$553K +$8.76K +208 +2%
SPC
288
Sigma Planning Corp
Michigan
$552K +$28.2K +669 +5%
KSWA
289
Kathleen S. Wright Associates
Pennsylvania
$545K +$173K +4,119 +45%
FOA
290
Five Oceans Advisors
California
$523K +$7.41K +176 +1%
ALWM
291
Andrews Lucia Wealth Management
California
$516K +$136K +3,239 +37%
2L
292
25 LLC
Missouri
$494K +$91.5K +2,173 +22%
AWM
293
Apollon Wealth Management
South Carolina
$493K -$42 -1 -0%
SW
294
StrongBox Wealth
Missouri
$463K +$472K +11,220 New
FSWA
295
Financial Synergies Wealth Advisors
Texas
$456K -$576K -13,673 -55%
PW
296
Potentia Wealth
California
$447K +$457K +10,843 New
AIS
297
American Investment Services
Massachusetts
$444K -$4.87M -115,679 -91%
FFWA
298
Forthright Family Wealth Advisory
Texas
$417K +$10.2K +242 +2%
BOC
299
Blue Oak Capital
California
$396K +$404K +9,605 New
TFO
300
Timonier Family Office
North Carolina
$387K +$394K +9,369 New
10 11
12
13 14

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.