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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
EAM
176
Evanson Asset Management
California
$1.45M +$5.3K +128 +0.4%
ELM
177
Elite Life Management
Florida
$1.45M +$576K +13,900 +66%
SIC
178
Samalin Investment Counsel
New York
$1.43M +$21.5K +519 +2%
SWM
179
Sterling Wealth Management
Illinois
$1.42M +$1.41M +34,109 New
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$1.41M +$208K +5,011 +17%
FSWA
181
Financial Synergies Wealth Advisors
Texas
$1.41M -$11.7M -281,735 -89%
FG
182
Foster Group
Iowa
$1.37M -$39.5K -953 -3%
EWA
183
EverSource Wealth Advisors
Alabama
$1.37M -$525K -12,660 -28%
SDWIA
184
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.35M +$185K +4,473 +16%
VPWA
185
Vestia Personal Wealth Advisors
Indiana
$1.34M +$1.34M +32,290 New
CP
186
Canopy Partners
Ohio
$1.33M +$733K +17,693 +123%
CWR
187
Chico Wealth RIA
California
$1.3M – – –
EH
188
Equitable Holdings
New York
$1.28M +$76.7K +1,851 +6%
TWCA
189
Two West Capital Advisors
Kansas
$1.19M +$1.18M +28,571 New
SW
190
Simplicity Wealth
New Jersey
$1.18M +$111K +2,679 +10%
GJIA
191
Glass Jacobson Investment Advisors
Maryland
$1.16M +$358K +8,639 +45%
FTUS
192
Flow Traders U.S.
New York
$1.16M -$532K -12,836 -32%
DADC
193
D.A. Davidson & Co
Montana
$1.14M -$71.8K -1,733 -6%
Cetera Investment Advisers
194
Cetera Investment Advisers
Illinois
$1.08M +$247K +5,955 +30%
OFA
195
Onyx Financial Advisors
Idaho
$1.06M -$20.5K -494 -2%
WDG
196
Wealth Dimensions Group
Ohio
$1.03M +$684K +16,519 +200%
FCM
197
Family Capital Management
Michigan
$979K +$191K +4,619 +24%
BOSSRA
198
B.O.S.S. Retirement Advisors
Utah
$908K -$50.6K -1,222 -5%
TFP
199
Triune Financial Partners
Kansas
$904K +$10.6K +257 +1%
CTWM
200
Cherry Tree Wealth Management
Minnesota
$888K +$51.6K +1,245 +6%
6 7
8
9 10

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.