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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 %
SHFA
176
SC&H Financial Advisors
Maryland
$3.79M +$839K +20,337 +28%
PWIA
177
Porter White Investment Advisors
Alabama
$3.7M +$143K +3,467 +4%
DWM
178
DecisionMap Wealth Management
Virginia
$3.68M +$3.68M +89,068 New
OMC
179
Old Mission Capital
Illinois
$3.65M +$3.38M +81,843 +1,222%
SPIA
180
Steward Partners Investment Advisory
New York
$3.49M -$175K -4,252 -5%
AA
181
Ancora Advisors
Ohio
$3.41M -$966K -23,412 -22%
CP
182
Canopy Partners
Ohio
$3.36M +$1.77M +42,827 +111%
NWM
183
Navigoe Wealth Management
California
$3.25M +$3.25M +78,816 New
CWG
184
Crown Wealth Group
North Carolina
$3.12M -$2.25M -54,490 -42%
AWMNY
185
Arcadia Wealth Management (New York)
New York
$3.09M +$3.09M +74,926 New
BCI
186
Brinker Capital Investments
Pennsylvania
$3.05M +$655K +15,880 +27%
OPS
187
Orion Portfolio Solutions
Nebraska
$3.05M +$655K +15,880 +27%
SDWIA
188
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.04M +$144K +3,478 +5%
ACA
189
Aptus Capital Advisors
Alabama
$3.04M +$1.51M +36,578 +99%
GWANC
190
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.03M +$3.03M +73,531 New
IA
191
IFG Advisory
Georgia
$3M +$1.33M +32,302 +80%
KAS
192
Kestra Advisory Services
Texas
$2.99M +$423K +10,253 +17%
BH
193
Burk Holdings
Oklahoma
$2.97M +$2.97M +71,953 New
AHL
194
Abel Hall LLC
Louisiana
$2.95M +$2.18M +52,919 +285%
FFG
195
First Financial Group
North Carolina
$2.93M +$2.93M +71,049 New
Kovitz Investment Group Partners
196
Kovitz Investment Group Partners
Illinois
$2.82M +$1.02M +24,675 +56%
PAG
197
Private Advisor Group
New Jersey
$2.82M -$552K -13,364 -16%
AF
198
Advisornet Financial
Minnesota
$2.82M +$935K +22,656 +50%
AWM
199
Aegis Wealth Management
Maryland
$2.57M +$2.57M +62,349 New
SEIA
200
Signature Estate & Investment Advisors
California
$2.57M +$1.89M +45,813 +280%
6 7
8
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