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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
1.38%
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 %
SF
126
SageOak Financial
Oklahoma
$7.46M +$7.46M +180,687 New
BP
127
BWM Planning
Texas
$7.38M +$1.19M +28,751 +19%
Bank of America
128
Bank of America
North Carolina
$7.37M +$982K +23,793 +15%
SAG
129
SageView Advisory Group
California
$7.27M +$177K +4,300 +3%
NA
130
NewEdge Advisors
Louisiana
$7.21M +$354K +8,573 +5%
TIAM2
131
Tru Independence Asset Management 2
Oregon
$7.17M -$2.26M -54,782 -24%
AWA
132
Acorn Wealth Advisors
Michigan
$6.9M -$905K -21,930 -12%
WDG
133
Wealth Dimensions Group
Ohio
$6.87M +$2.72M +65,993 +66%
FPAS
134
Focus Partners Advisor Solutions
Missouri
$6.81M +$107K +2,597 +2%
WP
135
Wealthspan Partners
Iowa
$6.74M +$85.5K +2,071 +1%
VFP
136
Vested Financial Planning
California
$6.67M +$6.67M +161,514 New
RWM
137
Ruedi Wealth Management
Illinois
$6.61M -$3.38M -81,807 -34%
SIS
138
Strategic Investment Solutions
Illinois
$6.54M +$1.67M +40,155 +34%
PWM
139
Parkworth Wealth Management
California
$6.49M +$6.49M +157,258 New
HIG
140
Heritage Investment Group
Florida
$6.44M +$3.77M +91,321 +141%
DWM
141
David Wealth Management
Virginia
$6.43M +$6.43M +155,760 New
NA
142
Note Advisors
New York
$6.36M +$6.36M +154,151 New
AIA
143
AssuredPartners Investment Advisors
Florida
$6.17M +$6.17M +149,510 New
Osaic Holdings
144
Osaic Holdings
Arizona
$5.95M +$240K +5,805 +4%
SWP
145
Stratos Wealth Partners
Ohio
$5.87M +$694K +16,825 +13%
FVIM
146
Fort Vancouver Investment Management
Washington
$5.84M +$220K +5,329 +4%
Financial Engines Advisors
147
Financial Engines Advisors
California
$5.83M +$5.83M +141,259 New
CA
148
CGN Advisors
Kansas
$5.67M +$112K +2,723 +2%
HA
149
Herold Advisors
New York
$5.59M +$560K +13,578 +11%
CC
150
Citrine Capital
California
$5.58M +$5.58M +135,165 New
4 5
6
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