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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

282 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, 66 reducing their positions, and 12 closing their positions.

Holders
282
Holders Change
+17
Holders Change %
+6.42%
% of All Funds
4.09%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
0.9%
New
36
Increased
165
Reduced
66
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$55.8M
2
TI
2
Truepoint Inc
Ohio
$417M
3
OIA
3
OneDigital Investment Advisors
Kansas
$78.7M
4
LPL Financial
4
LPL Financial
California
$35.6M
5
SIM
5
Stratos Investment Management
Ohio
$17.5M

Top Sellers

1
FSWA
1
Financial Synergies Wealth Advisors
Texas
$13.2M
2
Jane Street
2
Jane Street
New York
$38.5M
3
SFA
3
Sequoia Financial Advisors
Ohio
$37M
4
Bank of America
4
Bank of America
North Carolina
$3.66M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$1.49M -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 +$31.3K +747 +0.2%
BPA
38
Beacon Pointe Advisors
California
$19.7M +$2.77M +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 +$1.44M +35,143 +8%
SIG
43
Spinnaker Investment Group
California
$19.1M +$1.78M +42,361 +10%
HWM
44
Hemington Wealth Management
Virginia
$18.5M +$1.96M +46,808 +12%
RA
45
Rise Advisors
New York
$18M +$588K +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 +$795K +18,959 +5%
GLLW
50
Graves Light Lenhart Wealth
Virginia
$16.1M +$3.02M +71,913 +23%
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