Dimensional Core Fixed Income ETF
DFCF
89 hedge funds and large institutions have $540M invested in Dimensional Core Fixed Income ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 4 closing their positions.
550% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 4
175% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 16
67% more capital invested
Capital invested by funds: $323M → $540M (+$216M)
33% more funds holding
Funds holding: 67 → 89 (+22)
25.08% more ownership
Funds ownership: 35.6% → 60.69% (+25%)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$206M |
| 2 |
Jane Street
New York
|
+$95M |
| 3 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$55M |
| 4 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$42.6M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWR
Chico Wealth RIA
Chico,
California
|
-$15.2M |
| 2 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
-$6.81M |
| 3 |
AIM
Acropolis Investment Management
St. Louis,
Missouri
|
-$2.12M |
| 4 |
GTAM
Global Trust Asset Management
West Palm Beach,
Florida
|
-$1.38M |
| 5 |
BWG
Beta Wealth Group
San Diego,
California
|
-$915K |
DFCF Hedge Fund Activity: Q3 2022 in Review
89 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q3 2022, worth a combined $540M — up 67% from $323M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DFCF positions and 4 closed out — a net gain of 22 holders — while 44 added to existing stakes and 16 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $206M. The largest seller was Chico Wealth RIA, cutting an estimated $15.2M.
- 89 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q3 2022, up from 67 in Q2 2022.
- Funds reported $540M of Dimensional Core Fixed Income ETF stock for Q3 2022, up 67% quarter-over-quarter.
- 26 funds opened new Dimensional Core Fixed Income ETF positions in Q3 2022 and 4 closed out, a net change of +22 holders.
- The largest Dimensional Core Fixed Income ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $206M added.
- The largest Dimensional Core Fixed Income ETF seller in Q3 2022 was Chico Wealth RIA, an estimated $15.2M sold.
Based on aggregated 13F filings for Q3 2022.