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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
SF
126
SageOak Financial
Oklahoma
$7.46M +$7.61M +180,687 New
BP
127
BWM Planning
Texas
$7.38M +$1.21M +28,751 +19%
Bank of America
128
Bank of America
North Carolina
$7.37M +$1M +23,793 +15%
SAG
129
SageView Advisory Group
California
$7.27M +$181K +4,300 +3%
NA
130
NewEdge Advisors
Louisiana
$7.21M +$361K +8,573 +5%
TIAM2
131
Tru Independence Asset Management 2
Oregon
$7.17M -$2.31M -54,782 -24%
AWA
132
Acorn Wealth Advisors
Michigan
$6.9M -$923K -21,930 -12%
WDG
133
Wealth Dimensions Group
Ohio
$6.87M +$2.78M +65,993 +66%
FPAS
134
Focus Partners Advisor Solutions
Missouri
$6.81M +$109K +2,597 +2%
WP
135
Wealthspan Partners
Iowa
$6.74M +$87.2K +2,071 +1%
VFP
136
Vested Financial Planning
California
$6.67M +$6.8M +161,514 New
RWM
137
Ruedi Wealth Management
Illinois
$6.61M -$3.44M -81,807 -34%
SIS
138
Strategic Investment Solutions
Illinois
$6.54M +$1.69M +40,155 +34%
PWM
139
Parkworth Wealth Management
California
$6.49M +$6.62M +157,258 New
HIG
140
Heritage Investment Group
Florida
$6.44M +$3.84M +91,321 +141%
DWM
141
David Wealth Management
Virginia
$6.43M +$6.56M +155,760 New
NA
142
Note Advisors
New York
$6.36M +$6.49M +154,151 New
AIA
143
AssuredPartners Investment Advisors
Florida
$6.17M +$6.29M +149,510 New
Osaic Holdings
144
Osaic Holdings
Arizona
$5.95M +$244K +5,805 +4%
SWP
145
Stratos Wealth Partners
Ohio
$5.87M +$708K +16,825 +13%
FVIM
146
Fort Vancouver Investment Management
Washington
$5.84M +$224K +5,329 +4%
Financial Engines Advisors
147
Financial Engines Advisors
California
$5.83M +$5.95M +141,259 New
CA
148
CGN Advisors
Kansas
$5.67M +$115K +2,723 +2%
HA
149
Herold Advisors
New York
$5.59M +$572K +13,578 +11%
CC
150
Citrine Capital
California
$5.58M +$5.69M +135,165 New
4 5
6
7 8

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.