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Dimensional Core Fixed Income ETF
DFCF

266 hedge funds and large institutions have $3.01B invested in Dimensional Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 124 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 16

138% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 52

40% more funds holding in top 10

Funds holding in top 10: 43 → 60 (+17)

31% more capital invested

Capital invested by funds: $2.3B → $3.01B (+$709M)

27% more funds holding

Funds holding: 209 → 266 (+57)

2% more ownership

Funds ownership: 69.76% → 71.76% (+2%)

Holders
266
Holders Change
+57
Holders Change %
+27.27%
% of All Funds
3.88%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
0.87%
New
76
Increased
124
Reduced
52
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAAM
Baker Avenue Asset Management
California
+$68M
2
OIA
OneDigital Investment Advisors
Kansas
+$52.5M
3
Jane Street
Jane Street
New York
+$37.3M
4
AC
Annandale Capital
Texas
+$30.3M
5
AC
Apella Capital
Connecticut
+$24.7M

Top Sellers

1
VAS
Vestmark Advisory Solutions
Massachusetts
-$40.8M
2
SIS
Strategic Investment Solutions
Illinois
-$33.8M
3
TI
Truepoint Inc
Ohio
-$23.9M
4
CWM
Core Wealth Management
Florida
-$8.43M
5
RA
Rise Advisors
New York
-$7.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
101
Applied Capital
Arkansas
$3.86M +$40.1K +981 +1%
CWG
102
Crown Wealth Group
North Carolina
$3.83M +$36.7K +898 +1%
LNC
103
Lincoln National Corp
Pennsylvania
$3.83M +$348K +8,514 +10%
PWS
104
Physician Wealth Solutions
Nevada
$3.79M +$3.66M +89,475 New
VWWMG
105
Vermillion & White Wealth Management Group
Pennsylvania
$3.79M +$3.65M +89,291 New
PGF
106
Plan Group Financial
Oklahoma
$3.77M -$2.5M -61,239 -41%
AWA
107
Acorn Wealth Advisors
Michigan
$3.73M +$2.37M +57,883 +192%
RWG
108
Regal Wealth Group
California
$3.69M +$136K +3,329 +4%
EWA
109
EverSource Wealth Advisors
Alabama
$3.59M +$431K +10,531 +14%
MHB
110
Midwest Heritage Bank
Iowa
$3.51M -$41.5K -1,015 -1%
NWM
111
Northwest Wealth Management
Iowa
$3.48M +$3.36M +82,061 New
HWM
112
HFG Wealth Management
Texas
$3.46M +$3.34M +81,544 New
PAS
113
Park Avenue Securities
New York
$3.44M -$11.1K -271 -0.3%
PA
114
PFG Advisors
Arizona
$3.28M +$547K +13,374 +21%
AHL
115
Abel Hall LLC
Louisiana
$3.25M +$3.13M +76,639 New
LI
116
LVZ Inc
Michigan
$3.21M +$184K +4,500 +6%
SIAG
117
Safeguard Investment Advisory Group
California
$3.08M +$340K +8,315 +13%
SWP
118
Stratos Wealth Partners
Ohio
$3M +$2.89M +70,702 New
SPI
119
Sutton Place Investors
New York
$3M +$301K +7,363 +12%
USWIA
120
UP Strategic Wealth Investment Advisors
Pennsylvania
$2.99M +$2.89M +70,602 New
PWIA
121
Porter White Investment Advisors
Alabama
$2.86M +$450K +10,991 +19%
BHWM
122
Bay Harbor Wealth Management
Maryland
$2.68M +$791K +19,341 +44%
FWP
123
Firethorn Wealth Partners
Georgia
$2.65M +$200K +4,894 +8%
EFL
124
ERn Financial LLC
Wisconsin
$2.65M +$552K +13,495 +27%
MWA
125
Mills Wealth Advisors
Texas
$2.64M -$2.71M -66,374 -52%
3 4
5
6 7

DFCF Hedge Fund Activity: Q4 2023 in Review

266 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q4 2023, worth a combined $3.01B — up 31% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DFCF positions and 16 closed out — a net gain of 60 holders — while 124 added to existing stakes and 52 trimmed.

The largest buyer was Baker Avenue Asset Management, opening a new position worth an estimated $68M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $40.8M.

  • 266 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q4 2023, up from 209 in Q3 2023.
  • Funds reported $3.01B of Dimensional Core Fixed Income ETF stock for Q4 2023, up 31% quarter-over-quarter.
  • 76 funds opened new Dimensional Core Fixed Income ETF positions in Q4 2023 and 16 closed out, a net change of +60 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q4 2023 was Baker Avenue Asset Management, an estimated $68M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q4 2023 was Vestmark Advisory Solutions, an estimated $40.8M sold.

Based on aggregated 13F filings for Q4 2023.