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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

317 hedge funds and large institutions have $3.69B invested in Dimensional Core Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 184 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+16
Holders Change %
+5.32%
% of All Funds
4.59%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1%
New
35
Increased
184
Reduced
80
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMI
Factory Mutual Insurance
Massachusetts
$69.6M
2
OCG
Opus Capital Group
Ohio
$27.3M
3
LPL Financial
LPL Financial
California
$53.5M
4
PFM
Phillips Financial Management
Indiana
$44.1M
5
GWWM
Great Waters Wealth Management
Minnesota
$89.9M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$57.3M
2
EFP
Elser Financial Planning
Indiana
$1.29M
3
LWM
Liberty Wealth Management
California
$13.1M
4
Jane Street
Jane Street
New York
$21.6M
5
MWM
Mattern Wealth Management
Kansas
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
176
RFG Advisory
Alabama
$1.8M +$112K +2,592 +7%
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$1.79M +$321K +7,434 +22%
CP
178
Capital Planning
Washington
$1.78M +$1.78M +41,111 New
TC
179
TAGStone Capital
North Carolina
$1.75M +$4.58K +106 +0.3%
IA
180
IFG Advisory
Georgia
$1.74M +$153K +3,539 +10%
RJFSA
181
Raymond James Financial Services Advisors
Florida
$1.72M +$70.1K +1,622 +4%
EH
182
Equitable Holdings
New York
$1.7M +$370K +8,577 +28%
CP
183
Canopy Partners
Ohio
$1.66M +$278K +6,433 +20%
Mercer Global Advisors
184
Mercer Global Advisors
Colorado
$1.64M +$87.1K +2,010 +6%
SCM
185
Saxony Capital Management
Missouri
$1.63M +$53.5K +1,238 +3%
VPWA
186
Vestia Personal Wealth Advisors
Indiana
$1.62M +$231K +5,357 +17%
ACA
187
Aptus Capital Advisors
Alabama
$1.6M +$1.6M +36,968 New
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$1.59M -$13.7K -318 -0.9%
GJIA
189
Glass Jacobson Investment Advisors
Maryland
$1.56M +$354K +8,201 +29%
BDWCC
190
B&D White Capital Company
Texas
$1.56M -$19.7K -455 -1%
VFP
191
Verus Financial Partners
Virginia
$1.54M -$7.54K -174 -0.5%
SA
192
Stewardship Advisors
Pennsylvania
$1.54M +$1.54M +35,670 New
EAM
193
Evanson Asset Management
California
$1.52M +$5.87K +136 +0.4%
SIC
194
Samalin Investment Counsel
New York
$1.52M +$24.3K +562 +2%
SC
195
Shearwater Capital
Colorado
$1.51M -$1.51K -35 -0.1%
ACP
196
Aveo Capital Partners
Colorado
$1.48M -$280K -6,490 -16%
EWA
197
EverSource Wealth Advisors
Alabama
$1.47M +$74.2K +1,719 +5%
FWP
198
Firethorn Wealth Partners
Georgia
$1.46M -$94.3K -2,184 -6%
CWM
199
CIBC World Markets
New York
$1.43M -$665K -15,386 -32%
FG
200
Foster Group
Iowa
$1.41M -$15.3K -354 -1%
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