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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

388 hedge funds and large institutions have $4.79B invested in Dimensional Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 201 increasing their positions, 79 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+71
Holders Change %
+22.4%
% of All Funds
5.17%
Holding in Top 10
104
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+50.72%
% of All Funds
1.38%
New
92
Increased
201
Reduced
79
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$487M
2
EFP
2
Elser Financial Planning
Indiana
$143M
3
GM
3
GeoWealth Management
Illinois
$49.1M
4
PFM
4
Phillips Financial Management
Indiana
$68.9M
5
TI
5
Truepoint Inc
Ohio
$459M

Top Sellers

1
Jane Street
1
Jane Street
New York
$786K
2
B
2
BetterWealth
California
$0
3
RFP
3
RCS Financial Planning
Maryland
$16.8M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$61.4M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
PFG Advisors
Arizona
$5.57M +$289K +7,013 +5%
HKIMG
152
Hutchens & Kramer Investment Management Group
Indiana
$5.47M -$836K -20,259 -13%
SWA
153
Sterling Wealth Advisors
Florida
$5.46M +$5.46M +132,244 New
BHWM
154
Bay Harbor Wealth Management
Maryland
$5.36M +$725K +17,579 +16%
PF
155
Parker Financial
Washington
$5.12M +$1.16M +28,239 +29%
SFS
156
Sowell Financial Services
Arkansas
$5.09M +$8.58K +208 +0.2%
CW
157
CreativeOne Wealth
Kansas
$5.06M +$1.31M +31,758 +35%
SIAG
158
Safeguard Investment Advisory Group
California
$5.05M +$144K +3,489 +3%
PGF
159
Plan Group Financial
Oklahoma
$5.04M +$104K +2,517 +2%
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$4.92M -$529K -12,819 -10%
CW
161
Curio Wealth
Maryland
$4.8M +$4.8M +116,392 New
LI
162
LVZ Inc
Michigan
$4.76M +$1M +24,282 +27%
AC
163
Applied Capital
Arkansas
$4.67M +$204K +4,950 +5%
Mariner
164
Mariner
Kansas
$4.59M +$377K +9,141 +9%
HWM
165
HFG Wealth Management
Texas
$4.38M +$129K +2,982 +3%
FFA
166
Farther Finance Advisors
California
$4.25M -$2.71M -65,668 -39%
VWWMG
167
Vermillion & White Wealth Management Group
Pennsylvania
$4.23M +$402K +9,750 +11%
HIGP
168
Hill Investment Group Partners
Missouri
$4.06M – – –
VPF
169
Vantage Point Financial
Illinois
$4.05M +$4.05M +98,161 New
NWM
170
Northwest Wealth Management
Iowa
$4.04M +$137K +3,317 +4%
GVAG
171
Great Valley Advisor Group
Delaware
$4.03M +$833K +20,189 +26%
SWM
172
SpringVest Wealth Management
Texas
$4.01M +$4.01M +97,051 New
WCM
173
Winebrenner Capital Management
Kentucky
$3.99M +$3.99M +96,598 New
CL
174
CLG LLC
California
$3.92M +$3.92M +94,914 New
Stifel Financial
175
Stifel Financial
Missouri
$3.83M +$17.5K +424 +0.5%
5 6
7
8 9