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 %
CA
376
Clearstead Advisors
Ohio
$23.3K +$23.3K +564 New
T
377
Transce3nd
Texas
$19.4K +$19.4K +469 New
1L
378
10Elms LLP
Oklahoma
$18.6K +$18.6K +450 New
OCM
379
Orion Capital Management
California
$13.8K +$13.8K +335 New
HI
380
Harbour Investments
Wisconsin
$9.04K +$5.04K +122 +126%
CFD
381
Creative Financial Designs
Indiana
$6.19K
CIA
382
Cape Investment Advisory
Georgia
$4.13K
UBS Group
383
UBS Group
Switzerland
$3.84K +$3.84K +93 New
Jones Financial Companies
384
Jones Financial Companies
Missouri
$3.8K +$3.8K +92 New
SWM
385
Sanctuary Wealth Management
Idaho
$2.48K +$2.48K +60 New
MCM
386
MAI Capital Management
Ohio
$2.45K +$2.45K +59 New
NWM
387
Nova Wealth Management
Florida
$1.16K +$1.16K +28 New
BGWM
388
Bridge Generations Wealth Management
Florida
$454 +$454 +11 New
Fidelity Investments
389
Fidelity Investments
Massachusetts
$83 +$42 +1 +100%
VWA
390
Valued Wealth Advisors
Utah
$5 -$5
B
391
BetterWealth
California
-$18.8M -435,784 Closed
CP
392
Capital Planning
Washington
-$1.78M -41,111 Closed
BDWCC
393
B&D White Capital Company
Texas
-$1.56M -36,150 Closed
CWR
394
Chico Wealth RIA
California
-$1.35M -31,222 Closed
Goldman Sachs
395
Goldman Sachs
New York
-$1.27M -29,345 Closed
Susquehanna International Group
396
Susquehanna International Group
Pennsylvania
-$1.23M -28,518 Closed
FTUS
397
Flow Traders U.S.
New York
-$836K -19,356 Closed
PIA
398
Pinion Investment Advisors
Kansas
-$382K -8,851 Closed
USWIA
399
UP Strategic Wealth Investment Advisors
Pennsylvania
-$263K -6,086 Closed
CA
400
Claris Advisors
Missouri
-$32.9K -763 Closed