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Dimensional Core Fixed Income ETF
DFCF

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: 283 → 302 (+19)

3.01% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 62 → 62 (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
–

Top Buyers

Rank Fund Capital Flow
1
HSA
HBK Sorce Advisory
Pennsylvania
+$29.2M
2
DAS
Dynamic Advisor Solutions
Arizona
+$28.9M
3
LWM
Liberty Wealth Management
California
+$24.9M
4
OIA
OneDigital Investment Advisors
Kansas
+$17.8M
5
AssetMark Inc
AssetMark Inc
California
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
-$13.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$12.1M
3
FSWA
Financial Synergies Wealth Advisors
Texas
-$11.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.22M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
AE Wealth Management
Kansas
$16.7M +$144K +3,466 +0.9%
IWC
52
Integrated Wealth Concepts
Massachusetts
$16.3M -$12.1M -292,200 -43%
PWM
53
PBMares Wealth Management
Virginia
$16M +$5.45M +131,420 +52%
THL
54
Tillman Hartley LLC
Colorado
$15.8M +$2.36M +57,000 +18%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$15.7M -$3.34M -80,679 -18%
KF
56
Krilogy Financial
Missouri
$15.6M +$2.68M +64,730 +21%
JP Morgan Chase
57
JP Morgan Chase
New York
$14.3M -$1.51M -36,497 -10%
C1AG
58
Client 1st Advisory Group
Florida
$14.2M +$1.45M +35,003 +11%
MWP
59
Moller Wealth Partners
$13.6M +$400K +9,646 +3%
DC
60
Davenport & Co
Virginia
$13.3M +$13.2M +319,453 New
CPIG
61
Chicago Partners Investment Group
Illinois
$12.8M +$4.95M +119,346 +65%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$12.7M +$1.4M +33,875 +12%
DWM
63
Diversify Wealth Management
Utah
$12.4M +$12M +289,281 New
LWM
64
Liberty Wealth Management
California
$12.4M +$24.9M +600,651 +205%
RWM
65
Ruedi Wealth Management
Illinois
$12M -$3.2M -77,203 -21%
DP
66
Divergent Planning
Maryland
$11.6M +$1.8M +43,522 +19%
APC
67
Asset Planning Corporation
Tennessee
$11.4M +$704K +16,980 +7%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$10.7M +$2.58M +62,198 +32%
NCM
69
New Capital Management
Texas
$10M -$190K -4,585 -2%
PWMG
70
Pioneer Wealth Management Group
Texas
$9.2M +$229K +5,520 +3%
HWMT
71
Heritage Wealth Management (Texas)
Texas
$9.12M +$877K +21,155 +11%
WP
72
WMS Partners
Maryland
$8.8M -$776K -18,736 -8%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$8.79M +$90.7K +2,188 +1%
FWS
74
FinDec Wealth Services
California
$8.68M +$2.05M +49,366 +31%
AWM
75
Austin Wealth Management
Texas
$8.67M +$290K +6,989 +4%
1 2
3
4 5

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.