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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
GAM
351
Gemmer Asset Management
California
$208K -$5.6K -133 -3%
CWM
352
Congress Wealth Management
Massachusetts
$205K +$209K +4,963 New
Comerica Bank
353
Comerica Bank
Texas
$165K +$70.9K +1,685 +73%
CPA
354
Cardiff Park Advisors
California
$157K – – –
TIM
355
Tortoise Investment Management
New York
$136K +$5.64K +134 +4%
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$132K +$135K +3,203 New
GWM
357
Grand Wealth Management
Michigan
$130K -$2.15K -51 -2%
CAS
358
Coppell Advisory Solutions
Texas
$124K -$5.68K -135 -4%
Citigroup
359
Citigroup
New York
$120K +$40.1K +953 +49%
Morgan Stanley
360
Morgan Stanley
New York
$117K -$25.3K -601 -18%
TWC
361
TD Waterhouse Canada
Ontario, Canada
$98.6K +$101K +2,391 New
OLVIG
362
Oliver Lagore Vanvalin Investment Group
Michigan
$91.8K +$56.5K +1,342 +152%
GRP
363
Global Retirement Partners
California
$91.4K +$6.06K +144 +7%
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$83.7K – – –
LOIP
365
Live Oak Investment Partners
Texas
$79.9K – – –
RWM
366
Rialto Wealth Management
New York
$71.9K +$73.4K +1,743 New
Qube Research & Technologies (QRT)
367
Qube Research & Technologies (QRT)
United Kingdom
$71.4K -$220K -5,225 -75%
National Bank of Canada
368
National Bank of Canada
Quebec, Canada
$70.5K +$72K +1,709 New
WP
369
WealthShield Partners
North Carolina
$70K -$28K -664 -28%
MWA
370
Medallion Wealth Advisors
Connecticut
$69K +$70.4K +1,671 New
CFO
371
CVA Family Office
Colorado
$66.9K +$68.2K +1,620 New
WSFS
372
Wilmington Savings Fund Society
Delaware
$61.2K – – –
BlackRock
373
BlackRock
New York
$46.9K +$47.8K +1,136 New
CT
374
Colonial Trust
South Carolina
$35.2K -$3.96K -94 -10%
NRG
375
Nemes Rush Group
Michigan
$31K +$31.7K +752 New
13 14
15
16 17

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.