Dimensional Core Fixed Income ETF
DFCF
318 hedge funds and large institutions have $3.69B invested in Dimensional Core Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 184 increasing their positions, 81 reducing their positions, and 17 closing their positions.
127% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 81
106% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 17
11% more funds holding in top 10
Funds holding in top 10: 62 → 69 (+7)
5% more funds holding
Funds holding: 302 → 318 (+16)
4% more capital invested
Capital invested by funds: $3.54B → $3.69B (+$150M)
4.59% less ownership
Funds ownership: 70.44% → 65.85% (-4.6%)
Top Buyers
Top Sellers
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$270M |
| 2 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
-$131M |
| 3 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$25.1M |
| 4 |
Jane Street
New York
|
-$11.5M |
| 5 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
-$9.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
326
Security Financial Services
Fort Wayne,
Indiana
| – | -$257K | -6,178 | Closed |
|
|
SAI
327
Savvy Advisors Inc
New York
| – | -$236K | -5,681 | Closed |
|
|
PHWM
328
Pine Harbor Wealth Management
Silver Spring,
Maryland
| – | -$225K | -5,414 | Closed |
|
|
FFS
329
Founders Financial Securities
Towson,
Maryland
| – | -$204K | -4,918 | Closed |
|
|
ATPW
330
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$102K | -2,450 | Closed |
|
331
UBS Group
Zurich,
Switzerland
| – | -$67.4K | -1,623 | Closed |
|
|
BTI
332
Blue Trust Inc
Alpharetta,
Georgia
| – | -$61.1K | -1,456 | Closed |
|
|
VAG
333
VisionPoint Advisory Group
Dallas,
Texas
| – | -$31.1K | -748 | Closed |
|
334
BlackRock
New York
| – | -$29.8K | -717 | Closed |
|
|
OCM
335
Orion Capital Management
Coronado,
California
| – | -$15.5K | -374 | Closed |
|
336
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$12K | -286 | Closed |
|
|
CWM
337
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| – | -$914 | -22 | Closed |
|
DFCF Hedge Fund Activity: Q3 2024 in Review
318 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q3 2024, worth a combined $3.69B — up 4.2% from $3.54B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DFCF positions and 17 closed out — a net gain of 18 holders — while 184 added to existing stakes and 81 trimmed.
The largest buyer was Factory Mutual Insurance, opening a new position worth an estimated $68.7M. The largest seller was HBK Sorce Advisory, cutting an estimated $270M.
- 318 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q3 2024, up from 302 in Q2 2024.
- Funds reported $3.69B of Dimensional Core Fixed Income ETF stock for Q3 2024, up 4.2% quarter-over-quarter.
- 35 funds opened new Dimensional Core Fixed Income ETF positions in Q3 2024 and 17 closed out, a net change of +18 holders.
- The largest Dimensional Core Fixed Income ETF buyer in Q3 2024 was Factory Mutual Insurance, an estimated $68.7M added.
- The largest Dimensional Core Fixed Income ETF seller in Q3 2024 was HBK Sorce Advisory, an estimated $270M sold.
Based on aggregated 13F filings for Q3 2024.