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Dimensional Core Fixed Income ETF
DFCF

391 hedge funds and large institutions have $4.8B invested in Dimensional Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 201 increasing their positions, 80 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,390.87% more ownership

Funds ownership: 65.85% → 2,456.72% (+2,391%)

745% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 80

51% more funds holding in top 10

Funds holding in top 10: 69 → 104 (+35)

30% more capital invested

Capital invested by funds: $3.69B → $4.8B (+$1.1B)

23% more funds holding

Funds holding: 318 → 391 (+73)

Holders
391
Holders Change
+73
Holders Change %
+22.96%
% of All Funds
5.15%
Holding in Top 10
104
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+50.72%
% of All Funds
1.37%
New
93
Increased
201
Reduced
80
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
Elser Financial Planning
Indiana
+$145B
2
EP
Essential Planning
New Hampshire
+$478M
3
GM
GeoWealth Management
Illinois
+$45.7M
4
PFM
Phillips Financial Management
Indiana
+$27.3M
5
TI
Truepoint Inc
Ohio
+$26.8M

Top Sellers

1
Jane Street
Jane Street
New York
-$20.2M
2
B
BetterWealth
California
-$18.8M
3
RFP
RCS Financial Planning
Maryland
-$10.4M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$8.01M
5
HSA
HBK Sorce Advisory
Pennsylvania
-$6.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
101
Meredith Wealth Planning
Illinois
$9.55M +$973K +23,101 +11%
CSB
102
City State Bank
Iowa
$9.45M +$2.27M +53,892 +31%
EFL
103
ERn Financial LLC
Wisconsin
$9.19M +$246K +5,839 +3%
MWM
104
Modera Wealth Management
New Jersey
$9.13M +$8.68M +206,069 +1,356%
CFO
105
Collective Family Office
Pennsylvania
$8.99M +$62K +1,472 +0.7%
SWM
106
Sterling Wealth Management
Illinois
$8.74M +$1.65M +39,099 +23%
UWM
107
United Wealth Management
Virginia
$8.71M +$8.89M +211,113 New
FWS
108
FinDec Wealth Services
California
$8.7M -$372K -8,841 -4%
XPN
109
XY Planning Network
Montana
$8.69M +$8.87M +210,654 New
PAS
110
Park Avenue Securities
New York
$8.57M +$277K +6,588 +3%
GCM
111
Graver Capital Management
Ohio
$8.52M +$8.69M +206,511 New
CWP
112
Concord Wealth Partners
Virginia
$8.5M +$1.1M +26,233 +15%
SIC
113
SJS Investment Consulting
Ohio
$8.3M -$243K -5,761 -3%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$8.28M +$668K +15,869 +9%
AIM
115
Acropolis Investment Management
Missouri
$8.25M +$4.34M +103,017 +106%
WP
116
WMS Partners
Maryland
$8.25M -$328K -7,793 -4%
AA
117
ArborFi Advisors
Michigan
$8.05M +$8.21M +194,976 New
PCA
118
Prosperity Capital Advisors
Ohio
$8.04M +$593K +14,089 +8%
SPI
119
Sutton Place Investors
New York
$7.87M +$54.1K +1,285 +0.7%
Citadel Advisors
120
Citadel Advisors
Florida
$7.69M +$2.44M +57,844 +45%
BWA
121
BCU Wealth Advisors
Illinois
$7.64M +$244K +5,795 +3%
FS
122
Financial Symmetry
North Carolina
$7.61M +$5.63M +133,784 +264%
SFG
123
SNS Financial Group
Minnesota
$7.56M +$4.27M +101,508 +124%
HFA
124
Hippocratic Financial Advisors
California
$7.47M +$7.62M +181,009 New
Raymond James Financial
125
Raymond James Financial
Florida
$7.46M +$7.61M +180,774 New
3 4
5
6 7

DFCF Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q4 2024, worth a combined $4.8B — up 30% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DFCF positions and 11 closed out — a net gain of 82 holders — while 201 added to existing stakes and 80 trimmed.

The largest buyer was Elser Financial Planning, adding an estimated $145B. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 391 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q4 2024, up from 318 in Q3 2024.
  • Funds reported $4.8B of Dimensional Core Fixed Income ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 93 funds opened new Dimensional Core Fixed Income ETF positions in Q4 2024 and 11 closed out, a net change of +82 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q4 2024 was Elser Financial Planning, an estimated $145B added.
  • The largest Dimensional Core Fixed Income ETF seller in Q4 2024 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2024.