Dimensional Core Fixed Income ETF
DFCF
209 hedge funds and large institutions have $2.3B invested in Dimensional Core Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 135 increasing their positions, 37 reducing their positions, and 15 closing their positions.
265% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 37
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
10% more funds holding in top 10
Funds holding in top 10: 39 → 43 (+4)
5% more capital invested
Capital invested by funds: $2.19B → $2.3B (+$119M)
3% more funds holding
Funds holding: 203 → 209 (+6)
1.04% less ownership
Funds ownership: 70.8% → 69.76% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$34.2M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$22.3M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$12.8M |
| 4 |
TFA
Triad Financial Advisors
Greensboro,
North Carolina
|
+$9.49M |
| 5 |
GWWM
Great Waters Wealth Management
Shoreview,
Minnesota
|
+$9.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$14.8M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$8.82M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$6.04M |
| 4 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$5.65M |
| 5 |
PGF
Plan Group Financial
Oklahoma City,
Oklahoma
|
-$4.53M |
DFCF Hedge Fund Activity: Q3 2023 in Review
209 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q3 2023, worth a combined $2.3B — up 5.5% from $2.19B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DFCF positions and 15 closed out — a net gain of 9 holders — while 135 added to existing stakes and 37 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $34.2M. The largest seller was Jane Street, cutting an estimated $14.8M.
- 209 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q3 2023, up from 203 in Q2 2023.
- Funds reported $2.3B of Dimensional Core Fixed Income ETF stock for Q3 2023, up 5.5% quarter-over-quarter.
- 24 funds opened new Dimensional Core Fixed Income ETF positions in Q3 2023 and 15 closed out, a net change of +9 holders.
- The largest Dimensional Core Fixed Income ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $34.2M added.
- The largest Dimensional Core Fixed Income ETF seller in Q3 2023 was Jane Street, an estimated $14.8M sold.
Based on aggregated 13F filings for Q3 2023.