DFCF icon

Dimensional Core Fixed Income ETF

301 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, 171 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+19
Holders Change %
+6.74%
% of All Funds
4.38%
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
39
Increased
171
Reduced
73
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFGO
76
Legacy Financial Group (Oklahoma)
Oklahoma
$8.63M +$816K +19,635 +10%
PWS
77
Physician Wealth Solutions
Nevada
$8.47M +$2.77M +66,670 +49%
PAS
78
Park Avenue Securities
New York
$8.39M +$5.03M +121,152 +150%
BCM
79
Blume Capital Management
California
$8.37M +$3.14M +75,555 +60%
EP
80
Essential Planning
New Hampshire
$8.2M +$572K +13,773 +8%
KPP
81
Kings Path Partners
Texas
$7.96M +$7.96M +191,700 New
MWP
82
Meredith Wealth Planning
Illinois
$7.89M +$605K +14,565 +8%
SPI
83
Sutton Place Investors
New York
$7.81M +$50.1K +1,205 +0.6%
CWA
84
Continuum Wealth Advisors
New York
$7.72M +$7.72M +185,952 New
SIC
85
SJS Investment Consulting
Ohio
$7.72M +$263K +6,330 +4%
SFS
86
Sowell Financial Services
Arkansas
$7.46M -$722K -17,380 -9%
CFO
87
Collective Family Office
Pennsylvania
$7.44M +$642K +15,463 +9%
SXL
88
Summit X LLC
Missouri
$7.32M -$2.19M -52,696 -23%
GM
89
GeoWealth Management
Illinois
$7.19M +$222K +5,353 +3%
SAG
90
SageView Advisory Group
California
$6.89M -$6.94M -165,399 Closed
LWA
91
Ledgewood Wealth Advisors
New Hampshire
$6.82M -$177K -4,249 -3%
CWP
92
Concord Wealth Partners
Virginia
$6.72M -$250K -6,007 -4%
AFS
93
Annapolis Financial Services
Maryland
$6.53M +$2.07M +49,857 +46%
AWA
94
Acorn Wealth Advisors
Michigan
$6.47M +$1.35M +32,393 +26%
BWA
95
BCU Wealth Advisors
Illinois
$6.45M +$1M +24,155 +18%
NA
96
NewEdge Advisors
Louisiana
$6.35M -$2.77M -66,577 -30%
HKIMG
97
Hutchens & Kramer Investment Management Group
Indiana
$6.23M +$133K +3,214 +2%
WP
98
Wealthspan Partners
Iowa
$5.88M +$497K +11,962 +9%
Truist Financial
99
Truist Financial
North Carolina
$5.64M +$774K +18,621 +16%
BSW
100
Buckingham Strategic Wealth
Missouri
$5.58M -$1.28M -30,818 -19%