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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

301 hedge funds and large institutions have $3.54B invested in Dimensional Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+19
Holders Change %
+6.74%
% of All Funds
4.38%
Holding in Top 10
62
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.9%
New
39
Increased
171
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$318M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$51.9M
3
OIA
3
OneDigital Investment Advisors
Kansas
$95.8M
4
AssetMark Inc
4
AssetMark Inc
California
$28.2M
5
TI
5
Truepoint Inc
Ohio
$427M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$2.04M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$16.3M
3
FSWA
3
Financial Synergies Wealth Advisors
Texas
$1.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.22M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$64.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
26
Sax Wealth Advisors
New Jersey
$32.2M -$2.89M -69,601 -8%
RK
27
Rather & Kittrell
Tennessee
$32.2M +$5.14M +123,733 +19%
Jane Street
28
Jane Street
New York
$32M -$6.18M -148,838 -16%
PFM
29
Phillips Financial Management
Indiana
$29.9M +$3.1M +74,675 +12%
GFA
30
Grunden Financial Advisory
Texas
$29.2M +$732K +17,618 +3%
AssetMark Inc
31
AssetMark Inc
California
$28.2M +$15.6M +374,431 +123%
SIM
32
Stratos Investment Management
Ohio
$28.1M +$10.8M +259,761 +62%
RFP
33
Root Financial Partners
California
$28.1M +$4.56M +109,848 +19%
Betterment LLC
34
Betterment LLC
New York
$27.6M +$3.39M +81,642 +14%
AAP
35
Arax Advisory Partners
Colorado
$27.4M +$1.18M +28,433 +5%
RFP
36
RCS Financial Planning
Maryland
$25.6M +$6.27M +150,999 +32%
RA
37
Rational Advisors
New York
$24.6M -$1.36M -32,818 -5%
GOCP
38
Great Oak Capital Partners
Massachusetts
$23.7M +$2.25M +52,903 +10%
MWM
39
Mattern Wealth Management
Kansas
$23.2M -$1.31M -31,446 -5%
BPA
40
Beacon Pointe Advisors
California
$22M +$2.47M +59,514 +13%
HWM
41
Hemington Wealth Management
Virginia
$20.9M +$2.61M +62,846 +14%
BWS
42
BCR Wealth Strategies
Alabama
$20.9M +$594K +14,293 +3%
DF
43
DecisionPoint Financial
Arizona
$20.8M +$1.04M +24,579 +5%
GLLW
44
Graves Light Lenhart Wealth
Virginia
$19.9M +$4.1M +99,289 +26%
HHWM
45
Hiley Hunt Wealth Management
Nebraska
$19.9M +$960K +23,105 +5%
SIG
46
Spinnaker Investment Group
California
$19.8M +$934K +22,487 +5%
RA
47
Rise Advisors
New York
$19.5M +$1.61M +38,658 +9%
CIAS
48
CFS Investment Advisory Services
New Jersey
$18.3M +$564K +13,574 +3%
Corient Private Wealth
49
Corient Private Wealth
Florida
$17.6M +$1.13M +27,270 +7%
B
50
BetterWealth
California
$16.8M +$1.58M +38,151 +10%
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