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Dimensional Core Fixed Income ETF

302 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, 172 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 73

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $3.19B → $3.54B (+$351M)

7% more funds holding

Funds holding: 283302 (+19)

3.01% more ownership

Funds ownership: 67.43%70.44% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 6262 (0)

Holders
302
Holders Change
+19
Holders Change %
+6.71%
% of All Funds
4.36%
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
39
Increased
172
Reduced
73
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
Sax Wealth Advisors
New Jersey
$32.2M -$2.88M -69,601 -8%
RK
27
Rather & Kittrell
Tennessee
$32.2M +$5.13M +123,733 +19%
Jane Street
28
Jane Street
New York
$32M -$6.17M -148,838 -16%
PFM
29
Phillips Financial Management
Indiana
$29.9M +$3.09M +74,675 +12%
GFA
30
Grunden Financial Advisory
Texas
$29.2M +$730K +17,618 +3%
AssetMark Inc
31
AssetMark Inc
California
$28.2M +$15.5M +374,431 +123%
SIM
32
Stratos Investment Management
Ohio
$28.1M +$10.8M +259,761 +62%
RFP
33
Root Financial Partners
California
$28.1M +$4.55M +109,848 +19%
Betterment LLC
34
Betterment LLC
New York
$27.6M +$3.38M +81,642 +14%
AAP
35
Arax Advisory Partners
Colorado
$27.4M +$1.18M +28,433 +5%
RFP
36
RCS Financial Planning
Maryland
$25.6M +$6.26M +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 +$2.19M +52,903 +10%
MWM
39
Mattern Wealth Management
Kansas
$23.2M -$1.3M -31,446 -5%
BPA
40
Beacon Pointe Advisors
California
$22M +$2.47M +59,514 +13%
HWM
41
Hemington Wealth Management
Virginia
$20.9M +$2.6M +62,846 +14%
BWS
42
BCR Wealth Strategies
Alabama
$20.9M +$592K +14,293 +3%
DF
43
DecisionPoint Financial
Arizona
$20.8M +$1.02M +24,579 +5%
GLLW
44
Graves Light Lenhart Wealth
Virginia
$19.9M +$4.11M +99,289 +26%
HHWM
45
Hiley Hunt Wealth Management
Nebraska
$19.9M +$957K +23,105 +5%
SIG
46
Spinnaker Investment Group
California
$19.8M +$932K +22,487 +5%
RA
47
Rise Advisors
New York
$19.5M +$1.6M +38,658 +9%
CIAS
48
CFS Investment Advisory Services
New Jersey
$18.3M +$562K +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%

DFCF Hedge Fund Activity: Q2 2024 in Review

302 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q2 2024, worth a combined $3.54B — up 11% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DFCF positions and 17 closed out — a net gain of 22 holders — while 172 added to existing stakes and 73 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $29.2M. The largest seller was Forum Financial Management, cutting an estimated $13.5M.

  • 302 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q2 2024, up from 283 in Q1 2024.
  • Funds reported $3.54B of Dimensional Core Fixed Income ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 39 funds opened new Dimensional Core Fixed Income ETF positions in Q2 2024 and 17 closed out, a net change of +22 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q2 2024 was HBK Sorce Advisory, an estimated $29.2M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q2 2024 was Forum Financial Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2024.