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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
PA
151
PFG Advisors
Arizona
$5.57M +$295K +7,013 +5%
HKIMG
152
Hutchens & Kramer Investment Management Group
Indiana
$5.47M -$853K -20,259 -13%
SWA
153
Sterling Wealth Advisors
Florida
$5.46M +$5.57M +132,244 New
BHWM
154
Bay Harbor Wealth Management
Maryland
$5.36M +$740K +17,579 +16%
PF
155
Parker Financial
Washington
$5.12M +$1.19M +28,239 +29%
SFS
156
Sowell Financial Services
Arkansas
$5.09M +$8.76K +208 +0.2%
CW
157
CreativeOne Wealth
Kansas
$5.06M +$1.34M +31,758 +35%
SIAG
158
Safeguard Investment Advisory Group
California
$5.05M +$147K +3,489 +3%
PGF
159
Plan Group Financial
Oklahoma
$5.04M +$106K +2,517 +2%
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$4.92M -$540K -12,819 -10%
CW
161
Curio Wealth
Maryland
$4.8M +$4.9M +116,392 New
LI
162
LVZ Inc
Michigan
$4.76M +$1.02M +24,282 +27%
AC
163
Applied Capital
Arkansas
$4.67M +$208K +4,950 +5%
Mariner
164
Mariner
Kansas
$4.59M +$385K +9,141 +9%
HWM
165
HFG Wealth Management
Texas
$4.38M +$126K +2,982 +3%
FFA
166
Farther Finance Advisors
California
$4.25M -$2.76M -65,668 -39%
VWWMG
167
Vermillion & White Wealth Management Group
Pennsylvania
$4.23M +$411K +9,750 +11%
HIGP
168
Hill Investment Group Partners
Missouri
$4.06M – – –
VPF
169
Vantage Point Financial
Illinois
$4.05M +$4.13M +98,161 New
NWM
170
Northwest Wealth Management
Iowa
$4.04M +$140K +3,317 +4%
GVAG
171
Great Valley Advisor Group
Delaware
$4.03M +$850K +20,189 +26%
SWM
172
SpringVest Wealth Management
Texas
$4.01M +$4.09M +97,051 New
WCM
173
Winebrenner Capital Management
Kentucky
$3.99M +$4.07M +96,598 New
CL
174
CLG LLC
California
$3.92M +$4M +94,914 New
Stifel Financial
175
Stifel Financial
Missouri
$3.83M +$17.9K +424 +0.5%
5 6
7
8 9

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.