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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

282 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, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+17
Holders Change %
+6.42%
% of All Funds
4.09%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
0.9%
New
36
Increased
165
Reduced
66
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$55.8M
2
TI
Truepoint Inc
Ohio
$417M
3
OIA
OneDigital Investment Advisors
Kansas
$78.7M
4
LPL Financial
LPL Financial
California
$35.6M
5
SIM
Stratos Investment Management
Ohio
$17.5M

Top Sellers

1
FSWA
Financial Synergies Wealth Advisors
Texas
$13.2M
2
Jane Street
Jane Street
New York
$38.5M
3
SFA
Sequoia Financial Advisors
Ohio
$37M
4
Bank of America
Bank of America
North Carolina
$3.66M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
151
EverSource Wealth Advisors
Alabama
$1.84M -$1.62M -39,715 -47%
MFC
152
Morris Financial Concepts
South Carolina
$1.81M +$65.6K +1,564 +4%
FWM
153
Forza Wealth Management
Florida
$1.8M – – –
LA
154
LexAurum Advisors
Kansas
$1.77M +$245K +5,846 +16%
HH
155
Hilltop Holdings
Texas
$1.75M +$1.75M +41,818 New
AIM
156
Acropolis Investment Management
Missouri
$1.72M +$113K +2,682 +7%
ACP
157
Aveo Capital Partners
Colorado
$1.72M -$3.6M -86,995 -68%
FTUS
158
Flow Traders U.S.
New York
$1.71M +$1.71M +40,705 New
TAM
159
TCP Asset Management
Ohio
$1.7M +$134K +3,203 +9%
VFP
160
Verus Financial Partners
Virginia
$1.7M +$1.3K +31 +0.1%
Creative Planning
161
Creative Planning
Kansas
$1.62M +$373K +8,902 +30%
RA
162
RFG Advisory
Alabama
$1.55M -$228K -5,437 -13%
BDWCC
163
B&D White Capital Company
Texas
$1.54M -$46.8K -1,116 -3%
EAM
164
Evanson Asset Management
California
$1.46M +$1.46M +34,864 New
FG
165
Foster Group
Iowa
$1.43M +$1.43M +34,009 New
SIC
166
Samalin Investment Counsel
New York
$1.43M -$341K -8,139 -19%
SC
167
Shearwater Capital
Colorado
$1.4M +$159K +3,793 +13%
RJFSA
168
Raymond James Financial Services Advisors
Florida
$1.36M +$358K +8,544 +36%
AF
169
Advisornet Financial
Minnesota
$1.33M +$709K +16,895 +114%
CWR
170
Chico Wealth RIA
California
$1.31M – – –
DADC
171
D.A. Davidson & Co
Montana
$1.23M -$21.7K -518 -2%
WAP
172
Wealthcare Advisory Partners
Pennsylvania
$1.22M +$32.3K +770 +3%
EH
173
Equitable Holdings
New York
$1.22M +$672K +16,019 +123%
SAM
174
Smartleaf Asset Management
Massachusetts
$1.21M -$338K -8,043 -22%
SDWIA
175
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.18M +$189K +4,506 +19%
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