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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
FFM
151
Forum Financial Management
Illinois
$2.04M -$13.5M -325,899 -87%
CWM
152
CIBC World Markets
New York
$2.02M +$43.1K +1,039 +2%
QFA
153
Quantum Financial Advisors
California
$2.02M -$96.5K -2,328 -5%
Creative Planning
154
Creative Planning
Kansas
$2.01M +$406K +9,788 +25%
AWMNH
155
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.95M +$23.3K +562 +1%
Mariner
156
Mariner
Kansas
$1.93M -$145K -3,496 -7%
MFC
157
Morris Financial Concepts
South Carolina
$1.86M +$71.6K +1,729 +4%
FWM
158
Forza Wealth Management
Florida
$1.78M – – –
TAM
159
TCP Asset Management
Ohio
$1.72M +$39.1K +944 +2%
ACP
160
Aveo Capital Partners
Colorado
$1.69M -$31.5K -761 -2%
TC
161
TAGStone Capital
North Carolina
$1.68M -$169K -4,081 -9%
RA
162
RFG Advisory
Alabama
$1.63M +$94.9K +2,290 +6%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$1.59M +$245K +5,903 +18%
HH
164
Hilltop Holdings
Texas
$1.59M -$148K -3,575 -9%
AF
165
Advisornet Financial
Minnesota
$1.58M +$263K +6,336 +20%
LEFP
166
Leading Edge Financial Planning
Tennessee
$1.57M +$870K +21,003 +126%
Envestnet Portfolio Solutions
167
Envestnet Portfolio Solutions
Illinois
$1.54M +$896K +21,614 +140%
IA
168
IFG Advisory
Georgia
$1.53M +$387K +9,350 +34%
BDWCC
169
B&D White Capital Company
Texas
$1.52M -$7.13K -172 -0.5%
SCM
170
Saxony Capital Management
Missouri
$1.51M -$918K -22,163 -38%
FS
171
Financial Symmetry
North Carolina
$1.51M +$866K +20,897 +135%
FWP
172
Firethorn Wealth Partners
Georgia
$1.5M -$440K -10,620 -23%
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$1.49M -$612K -14,778 -29%
VFP
174
Verus Financial Partners
Virginia
$1.49M -$194K -4,673 -12%
SC
175
Shearwater Capital
Colorado
$1.45M +$65.8K +1,588 +5%
5 6
7
8 9

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.