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Dimensional Core Fixed Income ETF
DFCF

162 hedge funds and large institutions have $1.19B invested in Dimensional Core Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 52 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,480% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 5

167% more funds holding in top 10

Funds holding in top 10: 12 → 32 (+20)

126% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 23

121% more capital invested

Capital invested by funds: $540M → $1.19B (+$655M)

82% more funds holding

Funds holding: 89 → 162 (+73)

2.62% less ownership

Funds ownership: 60.69% → 58.07% (-2.6%)

Holders
162
Holders Change
+73
Holders Change %
+82.02%
% of All Funds
2.6%
Holding in Top 10
32
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+166.67%
% of All Funds
0.51%
New
79
Increased
52
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
Truepoint Inc
Ohio
+$344M
2
AAP
Arax Advisory Partners
Colorado
+$20.1M
3
FFM
Forum Financial Management
Illinois
+$12.6M
4
ACP
Aveo Capital Partners
Colorado
+$11.5M
5
BWS
BCR Wealth Strategies
Alabama
+$10.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$179M
2
Jane Street
Jane Street
New York
-$89.7M
3
PFA
Pure Financial Advisors
California
-$44.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$11M
5
HIGP
Hill Investment Group Partners
Missouri
-$9.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$32K +$20.2K +489 +174%
AWM
152
Aspire Wealth Management
Massachusetts
$29.4K +$29.3K +708 New
LF
153
Lee Financial
Texas
$25K +$24.9K +603 New
BCM
154
Blume Capital Management
California
$24.9K +$24.8K +600 New
CFD
155
Creative Financial Designs
Indiana
$20.8K +$41 +1 +0.2%
Morgan Stanley
156
Morgan Stanley
New York
$9.92K -$420K -10,161 -98%
AF
157
Advisornet Financial
Minnesota
$3.82K – – –
BCMIO
158
Beacon Capital Management Inc (Ohio)
Ohio
$3.22K +$3.23K +78 New
GJIA
159
Glass Jacobson Investment Advisors
Maryland
$2.33K +$2.32K +56 New
CWP
160
Concord Wealth Partners
Virginia
$118 +$124 +3 New
ASN
161
Advisory Services Network
Georgia
$49 -$1.96M -47,354 -100%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$42 – – –
Citadel Advisors
163
Citadel Advisors
Florida
– -$11M -268,536 Closed
PAG
164
Private Advisor Group
New Jersey
– -$256K -6,246 Closed
JP Morgan Chase
165
JP Morgan Chase
New York
– -$125K -3,046 Closed
Wells Fargo
166
Wells Fargo
California
– -$3K -85 Closed
3 4 5 6
7

DFCF Hedge Fund Activity: Q4 2022 in Review

162 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q4 2022, worth a combined $1.19B — up 121% from $540M a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DFCF positions and 5 closed out — a net gain of 74 holders — while 52 added to existing stakes and 23 trimmed.

The largest buyer was Truepoint Inc, adding an estimated $344M. The largest seller was CFS Investment Advisory Services, cutting an estimated $179M.

  • 162 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q4 2022, up from 89 in Q3 2022.
  • Funds reported $1.19B of Dimensional Core Fixed Income ETF stock for Q4 2022, up 121% quarter-over-quarter.
  • 79 funds opened new Dimensional Core Fixed Income ETF positions in Q4 2022 and 5 closed out, a net change of +74 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q4 2022 was Truepoint Inc, an estimated $344M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $179M sold.

Based on aggregated 13F filings for Q4 2022.