DFCF icon

Dimensional Core Fixed Income ETF

388 hedge funds and large institutions have $4.79B invested in Dimensional Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 201 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+71
Holders Change %
+22.4%
% of All Funds
5.17%
Holding in Top 10
104
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+50.72%
% of All Funds
1.38%
New
92
Increased
201
Reduced
79
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FTC
301
Farmers Trust Company
Ohio
$371K
RWM
302
Riverbend Wealth Management
South Carolina
$358K +$358K +8,666 New
DWM
303
Drive Wealth Management
Utah
$355K -$73.3K -1,776 -17%
WA
304
Waverly Advisors
Alabama
$354K
FFG
305
Fiduciary Financial Group
California
$352K +$8.83K +216 +3%
KP
306
Keel Point
Alabama
$342K +$990 +24 +0.3%
FPCG
307
Forum Private Client Group
Indiana
$332K +$14.9K +362 +5%
JWCA
308
J.W. Cole Advisors
Florida
$332K -$660 -16 -0.2%
GWM
309
Geneos Wealth Management
Colorado
$329K -$2.35K -57 -0.7%
EWA
310
Exencial Wealth Advisors
Oklahoma
$328K +$328K +7,957 New
APC
311
Aspire Private Capital
North Carolina
$322K +$23.5K +569 +8%
GTAM
312
Global Trust Asset Management
Florida
$321K -$447K -10,822 -58%
FIM
313
Freedom Investment Management
Connecticut
$318K +$289 +7 +0.1%
FWMP
314
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$311K +$311K +7,532 New
KCM
315
KM Capital Management
Texas
$306K +$306K +7,414 New
WN
316
Williams & Novak
California
$301K -$113K -2,734 -27%
NLWP
317
Next Level Wealth Planning
Idaho
$298K +$298K +7,216 New
TH
318
Team Hewins
California
$298K -$466K -11,302 -61%
MC
319
Matisse Capital
Oregon
$297K
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$294K +$26.1K +633 +10%
EFG
321
Ethos Financial Group
Pennsylvania
$293K +$2.23K +54 +0.8%
AAS
322
Avantax Advisory Services
Texas
$290K -$8.25K -200 -3%
AWM
323
Able Wealth Management
New Jersey
$284K +$57.1K +1,383 +25%
TWM
324
TCFG Wealth Management
California
$280K +$26.2K +635 +10%
DWM
325
Dopkins Wealth Management
New York
$277K +$277K +6,709 New