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Dimensional Core Fixed Income ETF

302 hedge funds and large institutions have $3.54B invested in Dimensional Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 172 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 73

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $3.19B → $3.54B (+$351M)

7% more funds holding

Funds holding: 283302 (+19)

3.01% more ownership

Funds ownership: 67.43%70.44% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 6262 (0)

Holders
302
Holders Change
+19
Holders Change %
+6.71%
% of All Funds
4.36%
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
39
Increased
172
Reduced
73
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
CGN Advisors
Kansas
$5.43M +$135K +3,253 +3%
AFA
102
Alpha Financial Advisors
North Carolina
$5.34M +$466K +11,247 +10%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$5.23M +$1.69M +40,786 +48%
Stifel Financial
104
Stifel Financial
Missouri
$5.08M
Bank of America
105
Bank of America
North Carolina
$5.07M +$1.44M +34,685 +40%
PA
106
PFG Advisors
Arizona
$4.92M +$1.69M +40,811 +53%
Osaic Holdings
107
Osaic Holdings
Arizona
$4.89M +$2.8M +67,687 +135%
AA
108
Ancora Advisors
Ohio
$4.75M -$1.11M -26,850 -19%
HA
109
Herold Advisors
New York
$4.69M +$1.48M +35,639 +46%
SIAG
110
Safeguard Investment Advisory Group
California
$4.6M +$1.01M +24,313 +28%
PGF
111
Plan Group Financial
Oklahoma
$4.59M +$342K +8,244 +8%
SWP
112
Stratos Wealth Partners
Ohio
$4.51M +$776K +18,726 +21%
MHB
113
Midwest Heritage Bank
Iowa
$4.5M +$382K +9,211 +9%
SIS
114
Strategic Investment Solutions
Illinois
$4.33M +$4.24M +102,434 New
AC
115
Applied Capital
Arkansas
$4.28M +$53.4K +1,288 +1%
EFL
116
ERn Financial LLC
Wisconsin
$4.28M +$983K +23,729 +30%
HIGP
117
Hill Investment Group Partners
Missouri
$4.12M -$9.99K -241 -0.2%
RJA
118
Raymond James & Associates
Florida
$4.11M +$228K +5,513 +6%
AIM
119
Acropolis Investment Management
Missouri
$4.11M +$2.4M +57,885 +141%
HWM
120
HFG Wealth Management
Texas
$4.09M +$535K +12,922 +15%
PIA
121
Pinion Investment Advisors
Kansas
$4.02M +$21.3K +514 +0.5%
NWM
122
Northwest Wealth Management
Iowa
$3.89M +$130K +3,143 +3%
BHWM
123
Bay Harbor Wealth Management
Maryland
$3.83M +$799K +19,286 +26%
VWWMG
124
Vermillion & White Wealth Management Group
Pennsylvania
$3.83M -$116K -2,811 -3%
LI
125
LVZ Inc
Michigan
$3.47M +$126K +3,029 +4%

DFCF Hedge Fund Activity: Q2 2024 in Review

302 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q2 2024, worth a combined $3.54B — up 11% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DFCF positions and 17 closed out — a net gain of 22 holders — while 172 added to existing stakes and 73 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $29.2M. The largest seller was Forum Financial Management, cutting an estimated $13.5M.

  • 302 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q2 2024, up from 283 in Q1 2024.
  • Funds reported $3.54B of Dimensional Core Fixed Income ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 39 funds opened new Dimensional Core Fixed Income ETF positions in Q2 2024 and 17 closed out, a net change of +22 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q2 2024 was HBK Sorce Advisory, an estimated $29.2M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q2 2024 was Forum Financial Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2024.