Dimensional Core Fixed Income ETF
DFCF
30 hedge funds and large institutions have $166M invested in Dimensional Core Fixed Income ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 6 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 2
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
58% more capital invested
Capital invested by funds: $105M → $166M (+$61.1M)
36% more funds holding
Funds holding: 22 → 30 (+8)
10.26% less ownership
Funds ownership: 62.86% → 52.61% (-10%)
Top Buyers
Top Sellers
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$8.09M |
| 3 |
FW
FirstPurpose Wealth
Orem,
Utah
|
-$1.09M |
| 4 |
BA
Bridge Advisory
Pasadena,
California
|
-$969K |
| 5 |
RA
Rise Advisors
Rochester,
New York
|
-$968K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FOA
26
Five Oceans Advisors
Santa Monica,
California
| $227K | +$235K | +4,888 | New |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $183K | +$172K | +3,576 | +5,418% |
|
|
CIAS
28
CFS Investment Advisory Services
Totowa,
New Jersey
| $20K | +$43.6M | +908,654 | +13,238% |
|
|
GAM
29
Gemmer Asset Management
Walnut Creek,
California
| $3K | +$3.41K | +71 | New |
|
30
Koshinski Asset Management
Decatur,
Illinois
| $2.83K | +$2.93K | +61 | New |
|
|
31
Dimensional Fund Advisors
Austin,
Texas
| – | -$10M | -200,000 | Closed |
|
|
OMC
32
Old Mission Capital
Chicago,
Illinois
| – | -$8.09M | -161,413 | Closed |
|
|
FW
33
FirstPurpose Wealth
Orem,
Utah
| – | -$1.09M | -21,824 | Closed |
|
|
BA
34
Bridge Advisory
Pasadena,
California
| – | -$969K | -19,325 | Closed |
|
35
Citadel Advisors
Miami,
Florida
| – | -$606K | -12,092 | Closed |
|
36
UBS Group
Zurich,
Switzerland
| – | -$48K | -953 | Closed |
|
DFCF Hedge Fund Activity: Q1 2022 in Review
30 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q1 2022, worth a combined $166M — up 58% from $105M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DFCF positions and 6 closed out — a net gain of 8 holders — while 14 added to existing stakes and 2 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $43.6M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $10M sold.
- 30 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q1 2022, up from 22 in Q4 2021.
- Funds reported $166M of Dimensional Core Fixed Income ETF stock for Q1 2022, up 58% quarter-over-quarter.
- 14 funds opened new Dimensional Core Fixed Income ETF positions in Q1 2022 and 6 closed out, a net change of +8 holders.
- The largest Dimensional Core Fixed Income ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $43.6M added.
- The largest Dimensional Core Fixed Income ETF seller in Q1 2022 was Dimensional Fund Advisors, an estimated $10M sold.
Based on aggregated 13F filings for Q1 2022.