DFCF icon

Dimensional Core Fixed Income ETF

208 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, 134 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
3.32%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.69%
New
24
Increased
134
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
76
Mills Wealth Advisors
Texas
$5.19M +$5.19M +128,620 New
HIGP
77
Hill Investment Group Partners
Missouri
$5.16M +$1.44M +35,722 +39%
MWP
78
Meredith Wealth Planning
Illinois
$4.91M +$422K +10,464 +9%
Stifel Financial
79
Stifel Financial
Missouri
$4.76M
CA
80
CGN Advisors
Kansas
$4.64M +$37.9K +940 +0.8%
GLLW
81
Graves Light Lenhart Wealth
Virginia
$4.4M +$1.38M +34,481 +46%
WP
82
Wealthspan Partners
Iowa
$4.39M +$2.15M +53,199 +96%
Citadel Advisors
83
Citadel Advisors
Florida
$4.24M +$4.24M +104,940 New
FAAM
84
First Ascent Asset Management
Colorado
$4.21M +$504K +12,473 +14%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$4.12M +$1.11M +27,580 +37%
PIA
86
Pinion Investment Advisors
Kansas
$3.97M +$1.42M +35,162 +56%
AFA
87
Alpha Financial Advisors
North Carolina
$3.74M +$750K +18,589 +25%
OIA
88
OneDigital Investment Advisors
Kansas
$3.67M +$2.22M +54,924 +153%
AC
89
Applied Capital
Arkansas
$3.64M +$586K +14,504 +19%
CWG
90
Crown Wealth Group
North Carolina
$3.61M +$364K +9,017 +11%
BCM
91
Blume Capital Management
California
$3.43M +$3.4M +84,230 +10,529%
RWG
92
Regal Wealth Group
California
$3.4M +$17.1K +423 +0.5%
MHB
93
Midwest Heritage Bank
Iowa
$3.38M +$137K +3,382 +4%
WWM
94
Wolff Wiese Magana
California
$3.37M +$289K +7,154 +9%
LNC
95
Lincoln National Corp
Pennsylvania
$3.3M +$1.27M +31,427 +62%
PAS
96
Park Avenue Securities
New York
$3.28M +$143K +3,534 +5%
OMC
97
Old Mission Capital
Illinois
$3.07M +$1.77M +43,925 +137%
EWA
98
EverSource Wealth Advisors
Alabama
$3M +$583K +14,439 +24%
LI
99
LVZ Inc
Michigan
$2.87M +$85.9K +2,127 +3%
CFO
100
Collective Family Office
Pennsylvania
$2.75M +$274K +6,798 +11%