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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 %
MWP
101
Meredith Wealth Planning
Illinois
$9.55M +$953K +23,101 +11%
CSB
102
City State Bank
Iowa
$9.45M +$2.22M +53,892 +31%
EFL
103
ERn Financial LLC
Wisconsin
$9.19M +$241K +5,839 +3%
MWM
104
Modera Wealth Management
New Jersey
$9.13M +$8.5M +206,069 +1,356%
CFO
105
Collective Family Office
Pennsylvania
$8.99M +$60.7K +1,472 +0.7%
SWM
106
Sterling Wealth Management
Illinois
$8.74M +$1.61M +39,099 +23%
UWM
107
United Wealth Management
Virginia
$8.71M +$8.71M +211,113 New
FWS
108
FinDec Wealth Services
California
$8.7M -$365K -8,841 -4%
XPN
109
XY Planning Network
Montana
$8.69M +$8.69M +210,654 New
PAS
110
Park Avenue Securities
New York
$8.57M +$272K +6,588 +3%
GCM
111
Graver Capital Management
Ohio
$8.52M +$8.52M +206,511 New
CWP
112
Concord Wealth Partners
Virginia
$8.5M +$1.08M +26,233 +15%
SIC
113
SJS Investment Consulting
Ohio
$8.3M -$238K -5,761 -3%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$8.28M +$655K +15,869 +9%
AIM
115
Acropolis Investment Management
Missouri
$8.25M +$4.25M +103,017 +106%
WP
116
WMS Partners
Maryland
$8.25M -$322K -7,793 -4%
AA
117
ArborFi Advisors
Michigan
$8.05M +$8.05M +194,976 New
PCA
118
Prosperity Capital Advisors
Ohio
$8.04M +$581K +14,089 +8%
SPI
119
Sutton Place Investors
New York
$7.87M +$53K +1,285 +0.7%
Citadel Advisors
120
Citadel Advisors
Florida
$7.69M +$2.39M +57,844 +45%
BWA
121
BCU Wealth Advisors
Illinois
$7.64M +$239K +5,795 +3%
FS
122
Financial Symmetry
North Carolina
$7.61M +$5.52M +133,784 +264%
SFG
123
SNS Financial Group
Minnesota
$7.56M +$4.19M +101,508 +124%
HFA
124
Hippocratic Financial Advisors
California
$7.47M +$7.47M +181,009 New
Raymond James Financial
125
Raymond James Financial
Florida
$7.46M +$7.46M +180,774 New
3 4
5
6 7