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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
283
Holders Change
+17
Holders Change %
+6.39%
% of All Funds
4.08%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
0.89%
New
36
Increased
165
Reduced
67
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$34.6M
2
TI
Truepoint Inc
Ohio
+$25.5M
3
OIA
OneDigital Investment Advisors
Kansas
+$21.1M
4
LPL Financial
LPL Financial
California
+$19M
5
SIM
Stratos Investment Management
Ohio
+$17.5M

Top Sellers

Rank Fund Capital Flow
1
FSWA
Financial Synergies Wealth Advisors
Texas
-$33.5M
2
Jane Street
Jane Street
New York
-$18.7M
3
SFA
Sequoia Financial Advisors
Ohio
-$14.3M
4
Bank of America
Bank of America
North Carolina
-$13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
126
Herold Advisors
New York
$3.24M +$2.82M +67,066 +663%
BHWM
127
Bay Harbor Wealth Management
Maryland
$3.06M +$404K +9,634 +15%
USWIA
128
UP Strategic Wealth Investment Advisors
Pennsylvania
$3.03M +$68.4K +1,629 +2%
FFA
129
Farther Finance Advisors
California
$2.94M +$605K +14,416 +26%
RVPG
130
Relative Value Partners Group
$2.64M +$189K +4,511 +8%
SPIA
131
Steward Partners Investment Advisory
New York
$2.61M +$97.7K +2,327 +4%
MWA
132
Mills Wealth Advisors
Texas
$2.55M -$62.3K -1,483 -2%
LAM
133
LifePro Asset Management
California
$2.54M +$2.55M +60,634 New
SCM
134
Saxony Capital Management
Missouri
$2.46M +$213K +5,072 +9%
HIG
135
Heritage Investment Group
Florida
$2.46M +$108K +2,583 +5%
SHFA
136
SC&H Financial Advisors
Maryland
$2.15M +$243K +5,784 +13%
QFA
137
Quantum Financial Advisors
California
$2.13M -$345K -8,218 -14%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$2.13M +$722K +17,198 +51%
Osaic Holdings
139
Osaic Holdings
Arizona
$2.1M +$306K +7,299 +17%
Mariner
140
Mariner
Kansas
$2.1M +$840K +20,017 +67%
KAS
141
Kestra Advisory Services
Texas
$2.06M +$545K +12,983 +36%
BCI
142
Brinker Capital Investments
Pennsylvania
$2.02M -$132K -3,150 -6%
OPS
143
Orion Portfolio Solutions
Nebraska
$2.02M -$132K -3,150 -6%
UWM
144
USAdvisors Wealth Management
Minnesota
$2.01M +$496K +11,825 +33%
CWM
145
CIBC World Markets
New York
$1.99M +$1.55M +36,866 +346%
MCA
146
MSH Capital Advisors
Arizona
$1.97M +$1.97M +46,883 New
FWP
147
Firethorn Wealth Partners
Georgia
$1.96M -$663K -15,787 -25%
AWMNH
148
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.96M +$26.5K +631 +1%
PF
149
Parker Financial
Washington
$1.88M +$647K +15,411 +52%
TC
150
TAGStone Capital
North Carolina
$1.86M +$878K +20,922 +89%
4 5
6
7 8

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.