Dimensional Core Fixed Income ETF
DFCF
162 hedge funds and large institutions have $1.19B invested in Dimensional Core Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 52 increasing their positions, 23 reducing their positions, and 5 closing their positions.
1,480% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 5
167% more funds holding in top 10
Funds holding in top 10: 12 → 32 (+20)
126% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 23
121% more capital invested
Capital invested by funds: $540M → $1.19B (+$655M)
82% more funds holding
Funds holding: 89 → 162 (+73)
2.62% less ownership
Funds ownership: 60.69% → 58.07% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$344M |
| 2 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$20.1M |
| 3 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$12.6M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$11.5M |
| 5 |
BWS
BCR Wealth Strategies
Vestavia,
Alabama
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$179M |
| 2 |
Jane Street
New York
|
-$89.7M |
| 3 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$44.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$11M |
| 5 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
-$9.12M |
DFCF Hedge Fund Activity: Q4 2022 in Review
162 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q4 2022, worth a combined $1.19B — up 121% from $540M a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new DFCF positions and 5 closed out — a net gain of 74 holders — while 52 added to existing stakes and 23 trimmed.
The largest buyer was Truepoint Inc, adding an estimated $344M. The largest seller was CFS Investment Advisory Services, cutting an estimated $179M.
- 162 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q4 2022, up from 89 in Q3 2022.
- Funds reported $1.19B of Dimensional Core Fixed Income ETF stock for Q4 2022, up 121% quarter-over-quarter.
- 79 funds opened new Dimensional Core Fixed Income ETF positions in Q4 2022 and 5 closed out, a net change of +74 holders.
- The largest Dimensional Core Fixed Income ETF buyer in Q4 2022 was Truepoint Inc, an estimated $344M added.
- The largest Dimensional Core Fixed Income ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $179M sold.
Based on aggregated 13F filings for Q4 2022.