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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
Wells Fargo
376
Wells Fargo
California
$29.6K -$220K -5,217 -88%
MAS
377
MPWM Advisory Solutions
Georgia
$27.7K +$28.2K +670 New
MFT
378
Moisand Fitzgerald Tamayo
Florida
$26K -$3.66K -87 -12%
CA
379
Clearstead Advisors
Ohio
$23.3K +$23.7K +564 New
T
380
Transce3nd
Texas
$19.4K +$19.7K +469 New
1L
381
10Elms LLP
Oklahoma
$18.6K +$18.9K +450 New
OCM
382
Orion Capital Management
California
$13.8K +$14.1K +335 New
HI
383
Harbour Investments
Wisconsin
$9.04K +$5.14K +122 +126%
CFD
384
Creative Financial Designs
Indiana
$6.19K – – –
CIA
385
Cape Investment Advisory
Georgia
$4.13K – – –
UBS Group
386
UBS Group
Switzerland
$3.84K +$3.92K +93 New
Jones Financial Companies
387
Jones Financial Companies
Missouri
$3.8K +$3.87K +92 New
SWM
388
Sanctuary Wealth Management
Idaho
$2.48K +$2.53K +60 New
MCM
389
MAI Capital Management
Ohio
$2.45K +$2.48K +59 New
NWM
390
Nova Wealth Management
Florida
$1.16K +$1.18K +28 New
BGWM
391
Bridge Generations Wealth Management
Florida
$454 +$463 +11 New
Fidelity Investments
392
Fidelity Investments
Massachusetts
$83 +$42 +1 +100%
VWA
393
Valued Wealth Advisors
Utah
$5 – – –
B
394
BetterWealth
California
– -$18.8M -435,784 Closed
CP
395
Capital Planning
Washington
– -$1.78M -41,111 Closed
BDWCC
396
B&D White Capital Company
Texas
– -$1.56M -36,150 Closed
CWR
397
Chico Wealth RIA
California
– -$1.35M -31,222 Closed
Goldman Sachs
398
Goldman Sachs
New York
– -$1.27M -29,345 Closed
Susquehanna International Group
399
Susquehanna International Group
Pennsylvania
– -$1.23M -28,518 Closed
FTUS
400
Flow Traders U.S.
New York
– -$836K -19,356 Closed
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.