DFCF icon

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 %
SCA
51
Strathmore Capital Advisors
North Carolina
$20.9M +$20.9M +505,584 New
IWC
52
Integrated Wealth Concepts
Massachusetts
$20.3M +$3.86M +93,502 +23%
AWM
53
AE Wealth Management
Kansas
$19.9M +$1.56M +37,883 +9%
PWS
54
Physician Wealth Solutions
Nevada
$19.8M +$273K +6,605 +1%
VP
55
Verisail Partners
Georgia
$18.9M +$18.9M +457,577 New
Corient Private Wealth
56
Corient Private Wealth
Florida
$18.8M +$843K +20,424 +5%
RA
57
Rational Advisors
New York
$18.6M -$431K -10,451 -2%
LEFP
58
Leading Edge Financial Planning
Tennessee
$18.6M +$16.7M +405,202 +891%
CIAS
59
CFS Investment Advisory Services
New Jersey
$18.5M +$427K +10,340 +2%
TCM
60
TruNorth Capital Management
Michigan
$18M +$18M +437,087 New
KF
61
Krilogy Financial
Missouri
$18M +$2.15M +52,163 +14%
VWM
62
Vermillion Wealth Management
Minnesota
$17.7M +$17.7M +430,085 New
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$17.6M +$2.54M +61,593 +17%
RFP
64
RCS Financial Planning
Maryland
$16.8M -$10.2M -246,875 -38%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$16.7M +$2.83M +68,614 +20%
AFO
66
Aurelius Family Office
New Hampshire
$16.5M +$16.5M +398,613 New
BWMG
67
Bannerman Wealth Management Group
Texas
$16.3M +$16.3M +395,038 New
BWM
68
BCO Wealth Management
New Mexico
$16M +$16M +387,129 New
DC
69
Davenport & Co
Virginia
$15.2M +$1.23M +29,852 +9%
SIG
70
Spinnaker Investment Group
California
$14.7M -$1.73M -41,828 -11%
C1AG
71
Client 1st Advisory Group
Florida
$14.6M +$580K +14,061 +4%
MWM
72
Mattern Wealth Management
Kansas
$14.2M +$512K +12,405 +4%
MWP
73
Moller Wealth Partners
$14.2M +$318K +7,707 +2%
CPIG
74
Chicago Partners Investment Group
Illinois
$13.4M +$421K +10,245 +3%
LWM
75
Liberty Wealth Management
California
$13.3M +$751K +18,217 +6%
1 2
3
4 5