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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

317 hedge funds and large institutions have $3.69B invested in Dimensional Core Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 184 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+16
Holders Change %
+5.32%
% of All Funds
4.59%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1%
New
35
Increased
184
Reduced
80
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMI
1
Factory Mutual Insurance
Massachusetts
$69.6M
2
OCG
2
Opus Capital Group
Ohio
$27.3M
3
LPL Financial
3
LPL Financial
California
$53.5M
4
PFM
4
Phillips Financial Management
Indiana
$44.1M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$89.9M

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$57.3M
2
EFP
2
Elser Financial Planning
Indiana
$1.29M
3
LWM
3
Liberty Wealth Management
California
$13.1M
4
Jane Street
4
Jane Street
New York
$21.6M
5
MWM
5
Mattern Wealth Management
Kansas
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
26
Ullmann Wealth Partners Group
Florida
$36.3M +$1.47M +34,006 +4%
SIM
27
Stratos Investment Management
Ohio
$36.3M +$7.09M +164,129 +24%
PFA
28
Pure Financial Advisors
California
$36.1M +$254K +5,871 +0.7%
AC
29
Annandale Capital
Texas
$35.3M +$744K +17,224 +2%
SWA
30
Sax Wealth Advisors
New Jersey
$34.3M +$812K +18,808 +2%
Betterment LLC
31
Betterment LLC
New York
$32.7M +$4.02M +93,104 +14%
GFA
32
Grunden Financial Advisory
Texas
$30.8M +$449K +10,393 +1%
AAP
33
Arax Advisory Partners
Colorado
$29M +$467K +10,804 +2%
HWM
34
Hemington Wealth Management
Virginia
$28.8M +$7.64M +182,275 +36%
AssetMark Inc
35
AssetMark Inc
California
$28.7M -$604K -13,984 -2%
RFP
36
RCS Financial Planning
Maryland
$28.2M +$1.6M +36,931 +6%
OCG
37
Opus Capital Group
Ohio
$27.3M +$27.3M +631,771 New
BPA
38
Beacon Pointe Advisors
California
$26M +$3.11M +71,896 +14%
GOCP
39
Great Oak Capital Partners
Massachusetts
$24.2M +$275K +6,422 +1%
RA
40
Rise Advisors
New York
$22.8M +$2.54M +58,753 +13%
BWS
41
BCR Wealth Strategies
Alabama
$22.5M +$794K +18,381 +4%
DF
42
DecisionPoint Financial
Arizona
$22M +$733K +16,971 +3%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$21.7M +$5.3M +122,727 +32%
Jane Street
44
Jane Street
New York
$21.6M -$11.7M -270,190 -35%
HHWM
45
Hiley Hunt Wealth Management
Nebraska
$21.6M +$880K +20,365 +4%
PWM
46
PBMares Wealth Management
Virginia
$20.8M +$4.14M +95,830 +25%
THL
47
Tillman Hartley LLC
Colorado
$20.2M +$3.8M +88,088 +23%
RA
48
Rational Advisors
New York
$19.9M -$5.61M -129,897 -22%
PWS
49
Physician Wealth Solutions
Nevada
$19.9M +$11.3M +269,398 +132%
GLLW
50
Graves Light Lenhart Wealth
Virginia
$19.4M -$1.47M -33,931 -7%
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