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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
+$15.9M
4
PFM
Phillips Financial Management
Indiana
+$13M
5
GWWM
Great Waters Wealth Management
Minnesota
+$12.2M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$274M
2
EFP
Elser Financial Planning
Indiana
-$133M
3
LWM
Liberty Wealth Management
California
-$25.5M
4
Jane Street
Jane Street
New York
-$11.7M
5
MWM
Mattern Wealth Management
Kansas
-$9.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWR
201
Chico Wealth RIA
California
$1.35M – – –
EFP
202
Elser Financial Planning
Indiana
$1.29M -$133M -3,075,230 -99%
Goldman Sachs
203
Goldman Sachs
New York
$1.27M +$1.27M +29,345 New
HH
204
Hilltop Holdings
Texas
$1.24M -$408K -9,440 -25%
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$1.23M +$1.23M +28,518 New
SW
206
Simplicity Wealth
New Jersey
$1.2M -$28.4K -657 -2%
FCM
207
Family Capital Management
Michigan
$1.15M +$129K +2,993 +13%
TWCA
208
Two West Capital Advisors
Kansas
$1.15M -$88.9K -2,058 -7%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$1.13M +$4.1K +95 +0.4%
OFA
210
Onyx Financial Advisors
Idaho
$1.11M +$3.93K +91 +0.4%
FSWA
211
Financial Synergies Wealth Advisors
Texas
$1.07M -$394K -9,133 -27%
WCM
212
Wealthcare Capital Management
Virginia
$1.05M +$1.05M +24,356 New
SAM
213
Smartleaf Asset Management
Massachusetts
$1.05M +$222K +5,123 +27%
DADC
214
D.A. Davidson & Co
Montana
$1.05M -$137K -3,164 -12%
ELM
215
Elite Life Management
Florida
$1.03M -$475K -11,004 -32%
BOSSRA
216
B.O.S.S. Retirement Advisors
Utah
$973K +$28.5K +661 +3%
HSG
217
Helen Stephens Group
Texas
$971K +$80.7K +1,869 +9%
IAG
218
Investment Advisory Group
Massachusetts
$963K +$232K +5,378 +32%
TFP
219
Triune Financial Partners
Kansas
$946K +$6.95K +161 +0.7%
CC
220
Copperleaf Capital
North Carolina
$924K +$213K +4,941 +30%
CTWM
221
Cherry Tree Wealth Management
Minnesota
$915K -$8.68K -201 -0.9%
SW
222
Schulz Wealth
Texas
$902K +$508K +11,751 +129%
OA
223
Oceanside Advisors
South Carolina
$899K +$18.7K +434 +2%
JWA
224
JFS Wealth Advisors
Pennsylvania
$877K +$877K +20,305 New
LSIA
225
LaSalle St. Investment Advisors
Illinois
$847K +$136K +3,149 +19%
7 8
9
10 11