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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
SHFA
176
SC&H Financial Advisors
Maryland
$3.79M +$856K +20,337 +28%
PWIA
177
Porter White Investment Advisors
Alabama
$3.7M +$146K +3,467 +4%
DWM
178
DecisionMap Wealth Management
Virginia
$3.68M +$3.75M +89,068 New
OMC
179
Old Mission Capital
Illinois
$3.65M +$3.45M +81,843 +1,222%
SPIA
180
Steward Partners Investment Advisory
New York
$3.49M -$179K -4,252 -5%
AA
181
Ancora Advisors
Ohio
$3.41M -$986K -23,412 -22%
CP
182
Canopy Partners
Ohio
$3.36M +$1.8M +42,827 +111%
NWM
183
Navigoe Wealth Management
California
$3.25M +$3.32M +78,816 New
CWG
184
Crown Wealth Group
North Carolina
$3.12M -$2.29M -54,490 -42%
AWMNY
185
Arcadia Wealth Management (New York)
New York
$3.09M +$3.15M +74,926 New
BCI
186
Brinker Capital Investments
Pennsylvania
$3.05M +$669K +15,880 +27%
OPS
187
Orion Portfolio Solutions
Nebraska
$3.05M +$669K +15,880 +27%
SDWIA
188
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.04M +$146K +3,478 +5%
ACA
189
Aptus Capital Advisors
Alabama
$3.04M +$1.54M +36,578 +99%
GWANC
190
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.03M +$3.1M +73,531 New
IA
191
IFG Advisory
Georgia
$3M +$1.36M +32,302 +80%
KAS
192
Kestra Advisory Services
Texas
$2.99M +$432K +10,253 +17%
BH
193
Burk Holdings
Oklahoma
$2.97M +$3.03M +71,953 New
AHL
194
Abel Hall LLC
Louisiana
$2.95M +$2.23M +52,919 +285%
FFG
195
First Financial Group
North Carolina
$2.93M +$2.99M +71,049 New
Kovitz Investment Group Partners
196
Kovitz Investment Group Partners
Illinois
$2.82M +$1.04M +24,675 +56%
PAG
197
Private Advisor Group
New Jersey
$2.82M -$563K -13,364 -16%
AF
198
Advisornet Financial
Minnesota
$2.82M +$954K +22,656 +50%
AWMM
199
Aegis Wealth Management (Maryland)
Maryland
$2.57M +$2.63M +62,349 New
SEIA
200
Signature Estate & Investment Advisors
California
$2.57M +$1.93M +45,813 +280%
6 7
8
9 10

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.