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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 %
AWM
51
AE Wealth Management
Kansas
$19.2M +$1.79M +41,422 +10%
APC
52
Asset Planning Corporation
Tennessee
$19M +$7.13M +165,065 +60%
CIAS
53
CFS Investment Advisory Services
New Jersey
$18.9M -$110K -2,538 -0.6%
B
54
BetterWealth
California
$18.8M +$1.32M +30,498 +8%
Corient Private Wealth
55
Corient Private Wealth
Florida
$18.8M +$480K +11,109 +3%
IWC
56
Integrated Wealth Concepts
Massachusetts
$17.2M +$294K +6,818 +2%
SIG
57
Spinnaker Investment Group
California
$17.2M -$3.41M -79,013 -17%
KF
58
Krilogy Financial
Missouri
$16.6M +$384K +8,882 +2%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$15.8M +$862K +19,966 +6%
C1AG
60
Client 1st Advisory Group
Florida
$14.7M -$96.4K -2,232 -0.7%
DC
61
Davenport & Co
Virginia
$14.6M +$801K +18,549 +6%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$14.5M +$3.38M +78,324 +30%
MWP
63
Moller Wealth Partners
$14.5M +$349K +8,078 +2%
MWM
64
Mattern Wealth Management
Kansas
$14.4M -$9.73M -225,338 -40%
CPIG
65
Chicago Partners Investment Group
Illinois
$13.3M +$486K +11,551 +4%
LWM
66
Liberty Wealth Management
California
$13.1M -$25.5M -589,546 -66%
DP
67
Divergent Planning
Maryland
$12.5M +$639K +14,929 +5%
CWA
68
Continuum Wealth Advisors
New York
$12.3M +$4.25M +98,396 +53%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$12.2M -$1.07M -24,827 -8%
LWA
70
Ledgewood Wealth Advisors
New Hampshire
$12.2M +$5.07M +117,464 +72%
DWM
71
Diversify Wealth Management
Utah
$12M -$141K -3,344 -1%
HWMT
72
Heritage Wealth Management (Texas)
Texas
$10.8M +$1.34M +31,126 +14%
DB
73
Dravo Bay
Delaware
$10.7M +$10.7M +247,997 New
RWM
74
Ruedi Wealth Management
Illinois
$10.5M -$1.98M -45,759 -16%
NCM
75
New Capital Management
Texas
$10.4M +$9.63K +223 +0.1%
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