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Dimensional Core Fixed Income ETF
DFCF

391 hedge funds and large institutions have $4.8B invested in Dimensional Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 201 increasing their positions, 80 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,390.87% more ownership

Funds ownership: 65.85% → 2,456.72% (+2,391%)

745% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 80

51% more funds holding in top 10

Funds holding in top 10: 69 → 104 (+35)

30% more capital invested

Capital invested by funds: $3.69B → $4.8B (+$1.1B)

23% more funds holding

Funds holding: 318 → 391 (+73)

Holders
391
Holders Change
+73
Holders Change %
+22.96%
% of All Funds
5.15%
Holding in Top 10
104
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+50.72%
% of All Funds
1.37%
New
93
Increased
201
Reduced
80
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
Elser Financial Planning
Indiana
+$145B
2
EP
Essential Planning
New Hampshire
+$478M
3
GM
GeoWealth Management
Illinois
+$45.7M
4
PFM
Phillips Financial Management
Indiana
+$27.3M
5
TI
Truepoint Inc
Ohio
+$26.8M

Top Sellers

1
Jane Street
Jane Street
New York
-$20.2M
2
B
BetterWealth
California
-$18.8M
3
RFP
RCS Financial Planning
Maryland
-$10.4M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$8.01M
5
HSA
HBK Sorce Advisory
Pennsylvania
-$6.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
26
Root Financial Partners
California
$43.7M +$8.95M +212,541 +25%
RIM
27
RW Investment Management
Idaho
$43.1M +$385K +9,140 +0.9%
RK
28
Rather & Kittrell
Tennessee
$41.3M +$5.92M +140,525 +16%
CCMI
29
Creative Capital Management Investments
California
$38.2M +$1.54M +36,672 +4%
PFA
30
Pure Financial Advisors
California
$37.7M +$3.3M +78,384 +9%
UWPG
31
Ullmann Wealth Partners Group
Florida
$36.6M +$1.9M +45,210 +5%
Betterment LLC
32
Betterment LLC
New York
$34.9M +$3.71M +88,211 +12%
AC
33
Annandale Capital
Texas
$33.3M -$398K -9,455 -1%
HWM
34
Hemington Wealth Management
Virginia
$33.1M +$4.91M +116,667 +17%
SWA
35
Sax Wealth Advisors
New Jersey
$31.7M -$1.12M -26,582 -3%
GFA
36
Grunden Financial Advisory
Texas
$31.4M +$2.03M +48,251 +7%
AAP
37
Arax Advisory Partners
Colorado
$29.5M +$1.87M +44,398 +7%
OCG
38
Opus Capital Group
Ohio
$28.1M +$2.09M +49,673 +8%
AssetMark Inc
39
AssetMark Inc
California
$27.1M -$292K -6,930 -1%
BPA
40
Beacon Pointe Advisors
California
$25.6M +$734K +17,443 +3%
PWM
41
PBMares Wealth Management
Virginia
$25.3M +$5.55M +131,880 +27%
GOCP
42
Great Oak Capital Partners
Massachusetts
$25.3M +$2.3M +54,714 +10%
RA
43
Rise Advisors
New York
$24.1M +$2.38M +56,582 +11%
BWS
44
BCR Wealth Strategies
Alabama
$23.5M +$2.01M +47,808 +9%
APC
45
Asset Planning Corporation
Tennessee
$22.8M +$4.75M +112,835 +26%
DF
46
DecisionPoint Financial
Arizona
$22.4M +$1.47M +34,823 +7%
HHWM
47
Hiley Hunt Wealth Management
Nebraska
$22.3M +$1.7M +40,346 +8%
GLLW
48
Graves Light Lenhart Wealth
Virginia
$22M +$3.58M +85,118 +19%
THL
49
Tillman Hartley LLC
Colorado
$21.4M +$2.08M +49,409 +11%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$21.1M +$440K +10,444 +2%
1
2
3 4 5

DFCF Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q4 2024, worth a combined $4.8B — up 30% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DFCF positions and 11 closed out — a net gain of 82 holders — while 201 added to existing stakes and 80 trimmed.

The largest buyer was Elser Financial Planning, adding an estimated $145B. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 391 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q4 2024, up from 318 in Q3 2024.
  • Funds reported $4.8B of Dimensional Core Fixed Income ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 93 funds opened new Dimensional Core Fixed Income ETF positions in Q4 2024 and 11 closed out, a net change of +82 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q4 2024 was Elser Financial Planning, an estimated $145B added.
  • The largest Dimensional Core Fixed Income ETF seller in Q4 2024 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2024.