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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
TWM
326
TCFG Wealth Management
California
$280K +$26.7K +635 +10%
DWM
327
Dopkins Wealth Management
New York
$277K +$282K +6,709 New
SCM
328
Saxony Capital Management
Missouri
$275K -$1.3M -30,974 -82%
MGW
329
MB Generational Wealth
Washington
$268K +$5.56K +132 +2%
HSG
330
Helen Stephens Group
Texas
$266K -$676K -16,050 -71%
EC
331
Eaton-Cambridge
Arizona
$266K +$29.1K +690 +12%
CAM
332
Concorde Asset Management
Michigan
$262K -$2.74K -65 -1%
ACC
333
Acorn Creek Capital
Colorado
$262K +$1.77K +42 +0.7%
BCA
334
Bay Capital Advisors
Virginia
$262K +$267K +6,342 New
US Bancorp
335
US Bancorp
Minnesota
$254K – – –
CMBA
336
C.M. Bidwell & Associates
Hawaii
$251K -$117K -2,769 -31%
LG
337
LAM Group
Oregon
$251K +$45.1K +1,070 +21%
KFSC
338
Keystone Financial Services (Colorado)
Colorado
$244K +$249K +5,914 New
PCI
339
Planning Center Inc
Illinois
$243K -$13K -309 -5%
AWP
340
Axis Wealth Partners
Rhode Island
$243K +$248K +5,880 New
PL
341
Plancorp LLC
Missouri
$237K +$241K +5,732 New
FWM
342
FMB Wealth Management
California
$231K – – –
Thrivent Financial for Lutherans
343
Thrivent Financial for Lutherans
Minnesota
$229K +$234K +5,553 New
RPA
344
Redwood Park Advisors
California
$224K +$228K +5,424 New
JSW
345
Journey Strategic Wealth
New Jersey
$214K -$191K -4,538 -47%
LOPW
346
Live Oak Private Wealth
North Carolina
$214K +$218K +5,186 New
PWA
347
Physician Wealth Advisors
Utah
$211K -$156K -3,714 -42%
AWA
348
Archvest Wealth Advisors
California
$209K +$214K +5,071 New
AWS
349
Atria Wealth Solutions
New York
$209K -$211 -5 -0.1%
CSP
350
Cary Street Partners
Virginia
$209K +$213K +5,056 New
12 13
14
15 16

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.