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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

388 hedge funds and large institutions have $4.79B invested in Dimensional Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 201 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+71
Holders Change %
+22.4%
% of All Funds
5.17%
Holding in Top 10
104
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+50.72%
% of All Funds
1.39%
New
92
Increased
201
Reduced
79
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$487M
2
EFP
2
Elser Financial Planning
Indiana
$143M
3
GM
3
GeoWealth Management
Illinois
$49.1M
4
PFM
4
Phillips Financial Management
Indiana
$68.9M
5
TI
5
Truepoint Inc
Ohio
$459M

Top Sellers

1
Jane Street
1
Jane Street
New York
$786K
2
B
2
BetterWealth
California
$0
3
RFP
3
RCS Financial Planning
Maryland
$16.8M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$61.4M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFP
26
Root Financial Partners
California
$43.7M +$8.77M +212,541 +25%
RIM
27
RW Investment Management
Idaho
$43.1M +$377K +9,140 +0.9%
RK
28
Rather & Kittrell
Tennessee
$41.3M +$5.8M +140,525 +16%
CCMI
29
Creative Capital Management Investments
California
$38.2M +$1.51M +36,672 +4%
PFA
30
Pure Financial Advisors
California
$37.7M +$3.23M +78,384 +9%
UWPG
31
Ullmann Wealth Partners Group
Florida
$36.6M +$1.87M +45,210 +5%
Betterment LLC
32
Betterment LLC
New York
$34.9M +$3.64M +88,211 +12%
AC
33
Annandale Capital
Texas
$33.3M -$390K -9,455 -1%
HWM
34
Hemington Wealth Management
Virginia
$33.1M +$4.81M +116,667 +17%
SWA
35
Sax Wealth Advisors
New Jersey
$31.7M -$1.1M -26,582 -3%
GFA
36
Grunden Financial Advisory
Texas
$31.4M +$1.99M +48,251 +7%
AAP
37
Arax Advisory Partners
Colorado
$29.5M +$1.83M +44,398 +7%
OCG
38
Opus Capital Group
Ohio
$28.1M +$2.05M +49,673 +8%
AssetMark Inc
39
AssetMark Inc
California
$27.1M -$286K -6,930 -1%
BPA
40
Beacon Pointe Advisors
California
$25.6M +$720K +17,443 +3%
PWM
41
PBMares Wealth Management
Virginia
$25.3M +$5.44M +131,880 +27%
GOCP
42
Great Oak Capital Partners
Massachusetts
$25.3M +$2.23M +54,714 +10%
RA
43
Rise Advisors
New York
$24.1M +$2.34M +56,582 +11%
BWS
44
BCR Wealth Strategies
Alabama
$23.5M +$1.97M +47,808 +9%
APC
45
Asset Planning Corporation
Tennessee
$22.8M +$4.66M +112,835 +26%
DF
46
DecisionPoint Financial
Arizona
$22.4M +$1.44M +34,823 +7%
HHWM
47
Hiley Hunt Wealth Management
Nebraska
$22.3M +$1.67M +40,346 +8%
GLLW
48
Graves Light Lenhart Wealth
Virginia
$22M +$3.51M +85,118 +19%
THL
49
Tillman Hartley LLC
Colorado
$21.4M +$2.04M +49,409 +11%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$21.1M +$431K +10,444 +2%
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