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Dimensional Core Fixed Income ETF
DFCF

283 hedge funds and large institutions have $3.19B invested in Dimensional Core Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 165 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

146% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 67

6% more funds holding

Funds holding: 266 → 283 (+17)

6% more capital invested

Capital invested by funds: $3.01B → $3.19B (+$178M)

3% more funds holding in top 10

Funds holding in top 10: 60 → 62 (+2)

4.33% less ownership

Funds ownership: 71.76% → 67.43% (-4.3%)

Holders
283
Holders Change
+17
Holders Change %
+6.39%
% of All Funds
4.08%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
0.89%
New
36
Increased
165
Reduced
67
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$34.6M
2
TI
Truepoint Inc
Ohio
+$25.5M
3
OIA
OneDigital Investment Advisors
Kansas
+$21.1M
4
LPL Financial
LPL Financial
California
+$19M
5
SIM
Stratos Investment Management
Ohio
+$17.5M

Top Sellers

Rank Fund Capital Flow
1
FSWA
Financial Synergies Wealth Advisors
Texas
-$33.5M
2
Jane Street
Jane Street
New York
-$18.7M
3
SFA
Sequoia Financial Advisors
Ohio
-$14.3M
4
Bank of America
Bank of America
North Carolina
-$13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
26
Grunden Financial Advisory
Texas
$28.7M +$420K +10,003 +1%
IWC
27
Integrated Wealth Concepts
Massachusetts
$28.7M +$1.98M +47,157 +7%
RK
28
Rather & Kittrell
Tennessee
$27.3M +$5.13M +122,173 +23%
PFM
29
Phillips Financial Management
Indiana
$27.1M +$4.56M +108,643 +20%
AAP
30
Arax Advisory Partners
Colorado
$26.5M +$1.13M +26,818 +4%
RA
31
Rational Advisors
New York
$26.2M -$11.9M -284,579 -31%
MWM
32
Mattern Wealth Management
Kansas
$24.7M -$1.5M -35,616 -6%
Betterment LLC
33
Betterment LLC
New York
$24.5M +$13.4M +319,255 +121%
RFP
34
Root Financial Partners
California
$23.7M +$1.41M +33,563 +6%
DAS
35
Dynamic Advisor Solutions
Arizona
$23.1M +$3.18M +75,797 +16%
GOCP
36
Great Oak Capital Partners
Massachusetts
$21.2M +$1.94M +46,299 +10%
BWS
37
BCR Wealth Strategies
Alabama
$20.5M +$31.4K +747 +0.2%
BPA
38
Beacon Pointe Advisors
California
$19.7M +$2.78M +66,107 +16%
RFP
39
RCS Financial Planning
Maryland
$19.5M -$3.21M -76,454 -14%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$19.3M -$12.9M -307,555 -40%
HHWM
41
Hiley Hunt Wealth Management
Nebraska
$19.1M +$1.7M +40,422 +10%
DF
42
DecisionPoint Financial
Arizona
$19.1M +$1.48M +35,143 +8%
SIG
43
Spinnaker Investment Group
California
$19.1M +$1.78M +42,361 +10%
HWM
44
Hemington Wealth Management
Virginia
$18.5M +$1.97M +46,808 +12%
RA
45
Rise Advisors
New York
$18M +$589K +14,025 +3%
CIAS
46
CFS Investment Advisory Services
New Jersey
$17.9M -$894K -21,300 -5%
SIM
47
Stratos Investment Management
Ohio
$17.5M +$17.5M +416,772 New
AWM
48
AE Wealth Management
Kansas
$16.7M -$7.1M -169,152 -30%
Corient Private Wealth
49
Corient Private Wealth
Florida
$16.7M +$796K +18,959 +5%
GLLW
50
Graves Light Lenhart Wealth
Virginia
$16.1M +$3.02M +71,913 +23%
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DFCF Hedge Fund Activity: Q1 2024 in Review

283 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q1 2024, worth a combined $3.19B — up 5.9% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFCF positions and 12 closed out — a net gain of 24 holders — while 165 added to existing stakes and 67 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $34.6M. The largest seller was Financial Synergies Wealth Advisors, cutting an estimated $33.5M.

  • 283 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q1 2024, up from 266 in Q4 2023.
  • Funds reported $3.19B of Dimensional Core Fixed Income ETF stock for Q1 2024, up 5.9% quarter-over-quarter.
  • 36 funds opened new Dimensional Core Fixed Income ETF positions in Q1 2024 and 12 closed out, a net change of +24 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q1 2024 was HighTower Advisors, an estimated $34.6M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q1 2024 was Financial Synergies Wealth Advisors, an estimated $33.5M sold.

Based on aggregated 13F filings for Q1 2024.