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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
PFBT
301
Parkside Financial Bank & Trust
Missouri
$372K – – –
FTC
302
Farmers Trust Company
Ohio
$371K – – –
RWM
303
Riverbend Wealth Management
South Carolina
$358K +$365K +8,666 New
DWM
304
Drive Wealth Management
Utah
$355K -$74.8K -1,776 -17%
WA
305
Waverly Advisors
Alabama
$354K – – –
FFG
306
Fiduciary Financial Group
California
$352K +$9.09K +216 +3%
KP
307
Keel Point
Alabama
$342K +$1.01K +24 +0.3%
FPCG
308
Forum Private Client Group
Indiana
$332K +$15.2K +362 +5%
JWCA
309
J.W. Cole Advisors
Florida
$332K -$674 -16 -0.2%
GWM
310
Geneos Wealth Management
Colorado
$329K -$2.4K -57 -0.7%
EWA
311
Exencial Wealth Advisors
Oklahoma
$328K +$335K +7,957 New
APC
312
Aspire Private Capital
North Carolina
$322K +$24K +569 +8%
GTAM
313
Global Trust Asset Management
Florida
$321K -$456K -10,822 -58%
FIM
314
Freedom Investment Management
Connecticut
$318K +$295 +7 +0.1%
FWMP
315
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$311K +$317K +7,532 New
BEW
316
Burton Enright Welch
California
$310K -$73.3K -1,742 -19%
KCM
317
KM Capital Management
Texas
$306K +$312K +7,414 New
WN
318
Williams & Novak
California
$301K -$115K -2,734 -27%
NLWP
319
Next Level Wealth Planning
Idaho
$298K +$304K +7,216 New
TH
320
Team Hewins
California
$298K -$476K -11,302 -61%
MC
321
Matisse Capital
Oregon
$297K – – –
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$294K +$26.7K +633 +10%
EFG
323
Ethos Financial Group
Pennsylvania
$293K +$2.27K +54 +0.8%
AAS
324
Avantax Advisory Services
Texas
$290K -$8.42K -200 -3%
AWM
325
Able Wealth Management
New Jersey
$284K +$58.2K +1,383 +25%
11 12
13
14 15

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.