Dimensional Core Fixed Income ETF
DFCF
266 hedge funds and large institutions have $3.01B invested in Dimensional Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 124 increasing their positions, 52 reducing their positions, and 16 closing their positions.
375% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 16
138% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 52
40% more funds holding in top 10
Funds holding in top 10: 43 → 60 (+17)
31% more capital invested
Capital invested by funds: $2.3B → $3.01B (+$709M)
27% more funds holding
Funds holding: 209 → 266 (+57)
2% more ownership
Funds ownership: 69.76% → 71.76% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$68M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$52.5M |
| 3 |
Jane Street
New York
|
+$37.3M |
| 4 |
AC
Annandale Capital
Dallas,
Texas
|
+$30.3M |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$40.8M |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$33.8M |
| 3 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$23.9M |
| 4 |
CWM
Core Wealth Management
Jupiter,
Florida
|
-$8.43M |
| 5 |
RA
Rise Advisors
Rochester,
New York
|
-$7.63M |
DFCF Hedge Fund Activity: Q4 2023 in Review
266 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q4 2023, worth a combined $3.01B — up 31% from $2.3B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new DFCF positions and 16 closed out — a net gain of 60 holders — while 124 added to existing stakes and 52 trimmed.
The largest buyer was Baker Avenue Asset Management, opening a new position worth an estimated $68M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $40.8M.
- 266 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q4 2023, up from 209 in Q3 2023.
- Funds reported $3.01B of Dimensional Core Fixed Income ETF stock for Q4 2023, up 31% quarter-over-quarter.
- 76 funds opened new Dimensional Core Fixed Income ETF positions in Q4 2023 and 16 closed out, a net change of +60 holders.
- The largest Dimensional Core Fixed Income ETF buyer in Q4 2023 was Baker Avenue Asset Management, an estimated $68M added.
- The largest Dimensional Core Fixed Income ETF seller in Q4 2023 was Vestmark Advisory Solutions, an estimated $40.8M sold.
Based on aggregated 13F filings for Q4 2023.