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Dimensional Core Fixed Income ETF
DFCF

391 hedge funds and large institutions have $4.8B invested in Dimensional Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 201 increasing their positions, 80 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,390.87% more ownership

Funds ownership: 65.85% → 2,456.72% (+2,391%)

745% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 80

51% more funds holding in top 10

Funds holding in top 10: 69 → 104 (+35)

30% more capital invested

Capital invested by funds: $3.69B → $4.8B (+$1.1B)

23% more funds holding

Funds holding: 318 → 391 (+73)

Holders
391
Holders Change
+73
Holders Change %
+22.96%
% of All Funds
5.15%
Holding in Top 10
104
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+50.72%
% of All Funds
1.37%
New
93
Increased
201
Reduced
80
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
Elser Financial Planning
Indiana
+$145B
2
EP
Essential Planning
New Hampshire
+$478M
3
GM
GeoWealth Management
Illinois
+$45.7M
4
PFM
Phillips Financial Management
Indiana
+$27.3M
5
TI
Truepoint Inc
Ohio
+$26.8M

Top Sellers

1
Jane Street
Jane Street
New York
-$20.2M
2
B
BetterWealth
California
-$18.8M
3
RFP
RCS Financial Planning
Maryland
-$10.4M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$8.01M
5
HSA
HBK Sorce Advisory
Pennsylvania
-$6.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
51
Strathmore Capital Advisors
North Carolina
$20.9M +$21.3M +505,584 New
IWC
52
Integrated Wealth Concepts
Massachusetts
$20.3M +$3.94M +93,502 +23%
AWM
53
AE Wealth Management
Kansas
$19.9M +$1.6M +37,883 +9%
PWS
54
Physician Wealth Solutions
Nevada
$19.8M +$278K +6,605 +1%
VP
55
Verisail Partners
Georgia
$18.9M +$19.3M +457,577 New
Corient Private Wealth
56
Corient Private Wealth
Florida
$18.8M +$860K +20,424 +5%
RA
57
Rational Advisors
New York
$18.6M -$440K -10,451 -2%
LEFP
58
Leading Edge Financial Planning
Tennessee
$18.6M +$17.1M +405,202 +891%
CIAS
59
CFS Investment Advisory Services
New Jersey
$18.5M +$435K +10,340 +2%
TCM
60
TruNorth Capital Management
Michigan
$18M +$18.4M +437,087 New
KF
61
Krilogy Financial
Missouri
$18M +$2.2M +52,163 +14%
VWM
62
Vermillion Wealth Management
Minnesota
$17.7M +$18.1M +430,085 New
JP Morgan Chase
63
JP Morgan Chase
New York
$17.6M +$2.59M +61,593 +17%
RFP
64
RCS Financial Planning
Maryland
$16.8M -$10.4M -246,875 -38%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$16.7M +$2.89M +68,614 +20%
AFO
66
Aurelius Family Office
New Hampshire
$16.5M +$16.8M +398,613 New
BWMG
67
Bannerman Wealth Management Group
Texas
$16.3M +$16.6M +395,038 New
BWM
68
BCO Wealth Management
New Mexico
$16M +$16.3M +387,129 New
DC
69
Davenport & Co
Virginia
$15.2M +$1.26M +29,852 +9%
SIG
70
Spinnaker Investment Group
California
$14.7M -$1.76M -41,828 -11%
C1AG
71
Client 1st Advisory Group
Florida
$14.6M +$592K +14,061 +4%
MWM
72
Mattern Wealth Management
Kansas
$14.2M +$522K +12,405 +4%
MWP
73
Moller Wealth Partners
$14.2M +$324K +7,707 +2%
CPIG
74
Chicago Partners Investment Group
Illinois
$13.4M +$431K +10,245 +3%
LWM
75
Liberty Wealth Management
California
$13.3M +$767K +18,217 +6%
1 2
3
4 5

DFCF Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q4 2024, worth a combined $4.8B — up 30% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DFCF positions and 11 closed out — a net gain of 82 holders — while 201 added to existing stakes and 80 trimmed.

The largest buyer was Elser Financial Planning, adding an estimated $145B. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 391 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q4 2024, up from 318 in Q3 2024.
  • Funds reported $4.8B of Dimensional Core Fixed Income ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 93 funds opened new Dimensional Core Fixed Income ETF positions in Q4 2024 and 11 closed out, a net change of +82 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q4 2024 was Elser Financial Planning, an estimated $145B added.
  • The largest Dimensional Core Fixed Income ETF seller in Q4 2024 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2024.