DFCF icon

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 %
RLIM
176
Red Lighthouse Investment Management
New York
$1.17M – – –
BA
177
Bridge Advisory
California
$1.17M -$97.5K -2,323 -8%
IA
178
IFG Advisory
Georgia
$1.15M +$71.6K +1,706 +7%
WA
179
Waverly Advisors
Alabama
$1.14M -$46.9K -1,117 -4%
OFA
180
Onyx Financial Advisors
Idaho
$1.09M +$295K +7,026 +37%
SW
181
Simplicity Wealth
New Jersey
$1.08M +$1.08M +25,742 New
BOSSRA
182
B.O.S.S. Retirement Advisors
Utah
$979K -$871K -20,544 -47%
OA
183
Oceanside Advisors
South Carolina
$952K -$45.8K -1,091 -5%
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$927K +$95.3K +2,271 +11%
AIS
185
American Investment Services
Massachusetts
$904K +$111K +2,649 +14%
TFP
186
Triune Financial Partners
Kansas
$902K +$5.96K +142 +0.7%
GTAM
187
Global Trust Asset Management
Florida
$887K -$20.4K -487 -2%
SWM
188
Spire Wealth Management
Virginia
$882K -$60K -1,431 -6%
ELM
189
Elite Life Management
Florida
$880K +$268K +6,389 +44%
GVAG
190
Great Valley Advisor Group
Delaware
$877K +$12.6K +300 +1%
CTWM
191
Cherry Tree Wealth Management
Minnesota
$845K +$73.7K +1,756 +10%
Cetera Investment Advisers
192
Cetera Investment Advisers
Illinois
$839K +$546K +13,022 +186%
GJIA
193
Glass Jacobson Investment Advisors
Maryland
$812K +$485K +11,571 +149%
FCM
194
Family Capital Management
Michigan
$795K +$216K +5,140 +37%
HSG
195
Helen Stephens Group
Texas
$751K +$475K +11,331 +172%
PHWM
196
Pine Harbor Wealth Management
Maryland
$731K +$23.8K +567 +3%
IAG
197
Investment Advisory Group
Massachusetts
$705K +$160K +3,806 +29%
LEFP
198
Leading Edge Financial Planning
Tennessee
$701K +$54.5K +1,300 +8%
MWM
199
Modera Wealth Management
New Jersey
$682K +$7.64K +182 +1%
CC
200
Copperleaf Capital
North Carolina
$680K -$790K -18,834 -54%
6 7
8
9 10