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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

189 hedge funds and large institutions have $1.84B invested in Dimensional Core Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
3.03%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.59%
New
40
Increased
108
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$216M
2
PFO
2
Pathstone Family Office
New Jersey
$63.1M
3
EWA
3
EP Wealth Advisors
California
$48.2M
4
SFA
4
Sequoia Financial Advisors
Ohio
$43.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.7M

Top Sellers

1
SHWM
1
Silicon Hills Wealth Management
Texas
$1.41M
2
TAM
2
TCP Asset Management
Ohio
$1.25M
3
BWG
3
Beta Wealth Group
California
$704K
4
AWM
4
Arista Wealth Management
Nevada
$3.92M
5
PWMG
5
Pioneer Wealth Management Group
Texas
$930K
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
101
EverSource Wealth Advisors
Alabama
$1.36M 31,971 +4,259 +15%
WP
102
Wealthspan Partners
Iowa
$1.35M 31,881 +31,881 New
LNC
103
Lincoln National Corp
Pennsylvania
$1.3M 30,541 +30,541 New
LI
104
LVZ Inc
Michigan
$1.29M 30,362 +3,110 +11%
LA
105
LexAurum Advisors
Kansas
$1.26M 29,695 +29,695 New
TAM
106
TCP Asset Management
Ohio
$1.25M 29,300 -105,200 -78%
RLIM
107
Red Lighthouse Investment Management
New York
$1.19M 28,000 – –
RJFSA
108
Raymond James Financial Services Advisors
Florida
$1.15M 26,977 +13,430 +99%
KAS
109
Kestra Advisory Services
Texas
$1.1M 25,831 -1,989 -7%
DADC
110
D.A. Davidson & Co
Montana
$1.09M 25,733 -581 -2%
SIC
111
Samalin Investment Counsel
New York
$1.03M 24,210 +2,071 +9%
WP
112
WealthShield Partners
North Carolina
$1.02M 23,908 +2,567 +12%
RWG
113
Regal Wealth Group
California
$994K 23,573 +23,573 New
BCG
114
Breakwater Capital Group
New Jersey
$982K 23,096 +6,432 +39%
GA
115
Greenspring Advisors
Maryland
$965K 22,710 +22,710 New
BOSSRA
116
B.O.S.S. Retirement Advisors
Utah
$939K 22,094 +1,206 +6%
PWMG
117
Pioneer Wealth Management Group
Texas
$930K 21,888 -23,225 -51%
FPAS
118
Focus Partners Advisor Solutions
Missouri
$911K 21,425 +21,425 New
UWM
119
USAdvisors Wealth Management
Minnesota
$907K 50,803 +15,401 +44%
FOA
120
Five Oceans Advisors
California
$884K 20,803 +254 +1%
TFP
121
Triune Financial Partners
Kansas
$873K 20,547 -17,741 -46%
IA
122
IFG Advisory
Georgia
$864K 20,318 +1,039 +5%
BHWM
123
Bay Harbor Wealth Management
Maryland
$863K 20,295 +18,096 +823%
LEFP
124
Leading Edge Financial Planning
Tennessee
$840K 19,756 -1,685 -8%
SC
125
Shearwater Capital
Colorado
$836K 19,659 +5,220 +36%
3 4
5
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