Dimensional Core Fixed Income ETF
DFCF
283 hedge funds and large institutions have $3.19B invested in Dimensional Core Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 165 increasing their positions, 67 reducing their positions, and 12 closing their positions.
200% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 12
146% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 67
6% more funds holding
Funds holding: 266 → 283 (+17)
6% more capital invested
Capital invested by funds: $3.01B → $3.19B (+$178M)
3% more funds holding in top 10
Funds holding in top 10: 60 → 62 (+2)
4.33% less ownership
Funds ownership: 71.76% → 67.43% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$34.6M |
| 2 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$25.5M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$21.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$19M |
| 5 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
-$33.5M |
| 2 |
Jane Street
New York
|
-$18.7M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$14.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$13M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.9M |
DFCF Hedge Fund Activity: Q1 2024 in Review
283 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q1 2024, worth a combined $3.19B — up 5.9% from $3.01B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new DFCF positions and 12 closed out — a net gain of 24 holders — while 165 added to existing stakes and 67 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $34.6M. The largest seller was Financial Synergies Wealth Advisors, cutting an estimated $33.5M.
- 283 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q1 2024, up from 266 in Q4 2023.
- Funds reported $3.19B of Dimensional Core Fixed Income ETF stock for Q1 2024, up 5.9% quarter-over-quarter.
- 36 funds opened new Dimensional Core Fixed Income ETF positions in Q1 2024 and 12 closed out, a net change of +24 holders.
- The largest Dimensional Core Fixed Income ETF buyer in Q1 2024 was HighTower Advisors, an estimated $34.6M added.
- The largest Dimensional Core Fixed Income ETF seller in Q1 2024 was Financial Synergies Wealth Advisors, an estimated $33.5M sold.
Based on aggregated 13F filings for Q1 2024.