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Dimensional Core Fixed Income ETF
DFCF

283 hedge funds and large institutions have $3.19B invested in Dimensional Core Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 165 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

146% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 67

6% more funds holding

Funds holding: 266 → 283 (+17)

6% more capital invested

Capital invested by funds: $3.01B → $3.19B (+$178M)

3% more funds holding in top 10

Funds holding in top 10: 60 → 62 (+2)

4.33% less ownership

Funds ownership: 71.76% → 67.43% (-4.3%)

Holders
283
Holders Change
+17
Holders Change %
+6.39%
% of All Funds
4.08%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
0.89%
New
36
Increased
165
Reduced
67
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$34.6M
2
TI
Truepoint Inc
Ohio
+$25.5M
3
OIA
OneDigital Investment Advisors
Kansas
+$21.1M
4
LPL Financial
LPL Financial
California
+$19M
5
SIM
Stratos Investment Management
Ohio
+$17.5M

Top Sellers

Rank Fund Capital Flow
1
FSWA
Financial Synergies Wealth Advisors
Texas
-$33.5M
2
Jane Street
Jane Street
New York
-$18.7M
3
SFA
Sequoia Financial Advisors
Ohio
-$14.3M
4
Bank of America
Bank of America
North Carolina
-$13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
201
Elevate Wealth Advisory
Georgia
$664K -$34.4K -820 -5%
Envestnet Portfolio Solutions
202
Envestnet Portfolio Solutions
Illinois
$650K +$24.7K +589 +4%
BIG
203
Builder Investment Group
Georgia
$649K +$43K +1,024 +7%
FS
204
Financial Symmetry
North Carolina
$647K +$648K +15,427 New
DPI
205
Diversified Portfolios Inc
Michigan
$646K +$392K +9,348 +155%
CP
206
Canopy Partners
Ohio
$602K +$602K +14,348 New
VHAM
207
Van Hulzen Asset Management
California
$600K +$35.3K +841 +6%
BFA
208
Beacon Financial Advisory
Ohio
$581K -$2.65K -63 -0.5%
RJT
209
Raymond James Trust
Florida
$572K -$4.91K -117 -0.9%
FOA
210
Five Oceans Advisors
California
$553K -$118K -2,811 -18%
BWG
211
Beta Wealth Group
California
$533K +$59.4K +1,415 +13%
IA
212
IFP Advisors
Florida
$524K -$40.6K -966 -7%
SPC
213
Sigma Planning Corp
Michigan
$519K +$295K +7,017 +131%
LG
214
LAM Group
Oregon
$503K +$475K +11,305 +1,650%
DWM
215
Drive Wealth Management
Utah
$491K -$99.8K -2,378 -17%
FFWA
216
Forthright Family Wealth Advisory
Texas
$488K +$74.4K +1,771 +18%
CAN
217
Cetera Advisor Networks
California
$477K +$121K +2,873 +34%
GWA
218
Geometric Wealth Advisors
District of Columbia
$457K -$26.8K -638 -6%
Renaissance Technologies
219
Renaissance Technologies
New York
$449K -$66K -1,571 -13%
PF
220
Penney Financial
Texas
$443K +$83.3K +1,985 +23%
MRWM
221
ML&R Wealth Management
Texas
$420K -$20.9K -499 -5%
CW
222
CreativeOne Wealth
Kansas
$408K +$408K +9,720 New
PFBT
223
Parkside Financial Bank & Trust
Missouri
$378K – – –
SW
224
Schulz Wealth
Texas
$364K +$364K +8,677 New
AWM
225
Apollon Wealth Management
South Carolina
$359K +$360K +8,567 New
7 8
9
10 11

DFCF Hedge Fund Activity: Q1 2024 in Review

283 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q1 2024, worth a combined $3.19B — up 5.9% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFCF positions and 12 closed out — a net gain of 24 holders — while 165 added to existing stakes and 67 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $34.6M. The largest seller was Financial Synergies Wealth Advisors, cutting an estimated $33.5M.

  • 283 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q1 2024, up from 266 in Q4 2023.
  • Funds reported $3.19B of Dimensional Core Fixed Income ETF stock for Q1 2024, up 5.9% quarter-over-quarter.
  • 36 funds opened new Dimensional Core Fixed Income ETF positions in Q1 2024 and 12 closed out, a net change of +24 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q1 2024 was HighTower Advisors, an estimated $34.6M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q1 2024 was Financial Synergies Wealth Advisors, an estimated $33.5M sold.

Based on aggregated 13F filings for Q1 2024.