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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
AFA
76
Alpha Financial Advisors
North Carolina
$12.9M +$6.34M +150,655 +93%
MWM
77
Momentous Wealth Management
Washington
$12.6M +$12.9M +305,758 New
BCM
78
Blume Capital Management
California
$12.6M +$3.39M +80,630 +36%
CWA
79
Continuum Wealth Advisors
New York
$12.5M +$770K +18,291 +6%
MSWM
80
Master's Wealth Management
Pennsylvania
$12.4M +$12.6M +300,397 New
RWM
81
Riverchase Wealth Management
Texas
$12.4M +$12.6M +299,909 New
DP
82
Divergent Planning
Maryland
$12.1M +$163K +3,874 +1%
BWA
83
Babb Wealth Advisors
Arizona
$12.1M +$12.3M +292,278 New
DWM
84
Daner Wealth Management
Georgia
$12M +$12.2M +288,845 New
LWA
85
Ledgewood Wealth Advisors
New Hampshire
$11.7M +$26.8K +636 +0.2%
PWM
86
Parkshore Wealth Management
California
$11.6M +$11.8M +281,095 New
DWM
87
Diversify Wealth Management
Utah
$11.4M -$250K -5,943 -2%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$11.4M -$285K -6,770 -2%
DB
89
Dravo Bay
Delaware
$10.8M +$601K +14,284 +6%
HWMT
90
Heritage Wealth Management (Texas)
Texas
$10.8M +$428K +10,168 +4%
YWM
91
Yardley Wealth Management
Pennsylvania
$10.7M +$1.49M +35,497 +16%
LFGO
92
Legacy Financial Group (Oklahoma)
Oklahoma
$10.7M +$503K +11,955 +5%
Truist Financial
93
Truist Financial
North Carolina
$10.5M +$1.5M +35,587 +16%
TCM
94
Tassel Capital Management
North Carolina
$10.3M +$10.5M +249,981 New
SXL
95
Summit X LLC
Missouri
$10.2M +$3.24M +76,897 +45%
NCM
96
New Capital Management
Texas
$9.95M -$11.5K -274 -0.1%
AWM
97
Austin Wealth Management
Texas
$9.95M +$1.16M +27,496 +13%
KPP
98
Kings Path Partners
Texas
$9.71M +$623K +14,800 +7%
VAS
99
Vestmark Advisory Solutions
Massachusetts
$9.71M +$246K +5,833 +3%
ODA
100
One Degree Advisors
California
$9.7M +$207K +4,910 +2%
2 3
4
5 6

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.