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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 %
AFA
76
Alpha Financial Advisors
North Carolina
$12.9M +$6.22M +150,655 +93%
MWM
77
Momentous Wealth Management
Washington
$12.6M +$12.6M +305,758 New
BCM
78
Blume Capital Management
California
$12.6M +$3.33M +80,630 +36%
CWA
79
Continuum Wealth Advisors
New York
$12.5M +$755K +18,291 +6%
MSWM
80
Master's Wealth Management
Pennsylvania
$12.4M +$12.4M +300,397 New
RWM
81
Riverchase Wealth Management
Texas
$12.4M +$12.4M +299,909 New
DP
82
Divergent Planning
Maryland
$12.1M +$158K +3,874 +1%
BWA
83
Babb Wealth Advisors
Arizona
$12.1M +$12.1M +292,278 New
DWM
84
Daner Wealth Management
Georgia
$12M +$12M +288,845 New
LWA
85
Ledgewood Wealth Advisors
New Hampshire
$11.7M +$26.2K +636 +0.2%
PWM
86
Parkshore Wealth Management
California
$11.6M +$11.6M +281,095 New
DWM
87
Diversify Wealth Management
Utah
$11.4M -$243K -5,943 -2%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$11.4M -$279K -6,770 -2%
DB
89
Dravo Bay
Delaware
$10.8M +$590K +14,284 +6%
HWMT
90
Heritage Wealth Management (Texas)
Texas
$10.8M +$420K +10,168 +4%
YWM
91
Yardley Wealth Management
Pennsylvania
$10.7M +$1.47M +35,497 +16%
LFGO
92
Legacy Financial Group (Oklahoma)
Oklahoma
$10.7M +$493K +11,955 +5%
Truist Financial
93
Truist Financial
North Carolina
$10.5M +$1.47M +35,587 +16%
TCM
94
Tassel Capital Management
North Carolina
$10.3M +$10.3M +249,981 New
SXL
95
Summit X LLC
Missouri
$10.2M +$3.17M +76,897 +45%
NCM
96
New Capital Management
Texas
$9.95M -$11.3K -274 -0.1%
AWM
97
Austin Wealth Management
Texas
$9.95M +$1.13M +27,496 +13%
KPP
98
Kings Path Partners
Texas
$9.71M +$611K +14,800 +7%
VAS
99
Vestmark Advisory Solutions
Massachusetts
$9.71M +$241K +5,833 +3%
ODA
100
One Degree Advisors
California
$9.7M +$204K +4,910 +2%
2 3
4
5 6