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Dimensional Core Fixed Income ETF
DFCF

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: 283 → 302 (+19)

3.01% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 62 → 62 (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
–

Top Buyers

Rank Fund Capital Flow
1
HSA
HBK Sorce Advisory
Pennsylvania
+$29.2M
2
DAS
Dynamic Advisor Solutions
Arizona
+$28.9M
3
LWM
Liberty Wealth Management
California
+$24.9M
4
OIA
OneDigital Investment Advisors
Kansas
+$17.8M
5
AssetMark Inc
AssetMark Inc
California
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
-$13.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$12.1M
3
FSWA
Financial Synergies Wealth Advisors
Texas
-$11.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.22M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWIA
126
Porter White Investment Advisors
Alabama
$3.45M +$43.2K +1,042 +1%
SPIA
127
Steward Partners Investment Advisory
New York
$3.36M +$773K +18,650 +30%
USWIA
128
UP Strategic Wealth Investment Advisors
Pennsylvania
$3.26M +$261K +6,301 +9%
GVAG
129
Great Valley Advisor Group
Delaware
$3.22M +$2.35M +56,649 +271%
PCA
130
Prosperity Capital Advisors
Ohio
$3.01M +$3M +72,413 New
LAM
131
LifePro Asset Management
California
$2.97M +$453K +10,937 +18%
KAS
132
Kestra Advisory Services
Texas
$2.83M +$788K +19,014 +39%
AWA
133
Arkadios Wealth Advisors
Georgia
$2.76M +$2.75M +66,473 New
PF
134
Parker Financial
Washington
$2.72M +$847K +20,449 +45%
CSB
135
City State Bank
Iowa
$2.72M +$2.42M +58,420 +835%
FFA
136
Farther Finance Advisors
California
$2.6M -$321K -7,748 -11%
PAG
137
Private Advisor Group
New Jersey
$2.57M -$1.6M -38,701 -38%
MWA
138
Mills Wealth Advisors
Texas
$2.51M -$14.8K -357 -0.6%
HIG
139
Heritage Investment Group
Florida
$2.51M +$76.1K +1,837 +3%
BCI
140
Brinker Capital Investments
Pennsylvania
$2.49M +$490K +11,829 +25%
OPS
141
Orion Portfolio Solutions
Nebraska
$2.49M +$490K +11,829 +25%
CWG
142
Crown Wealth Group
North Carolina
$2.47M -$1.56M -37,600 -39%
RLIM
143
Red Lighthouse Investment Management
New York
$2.28M +$1.12M +27,000 +96%
Citadel Advisors
144
Citadel Advisors
Florida
$2.22M -$9.22M -222,569 -81%
SHFA
145
SC&H Financial Advisors
Maryland
$2.2M +$72.5K +1,749 +3%
FVIM
146
Fort Vancouver Investment Management
Washington
$2.15M +$2.15M +51,844 New
AWM
147
Arista Wealth Management
Nevada
$2.13M +$2.13M +51,333 New
UWM
148
USAdvisors Wealth Management
Minnesota
$2.13M +$141K +3,412 +7%
MCA
149
MSH Capital Advisors
Arizona
$2.06M +$109K +2,636 +6%
LA
150
LexAurum Advisors
Kansas
$2.04M +$293K +7,077 +17%
4 5
6
7 8

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.