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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
Essential Planning
New Hampshire
$487M
2
EFP
Elser Financial Planning
Indiana
$143M
3
GM
GeoWealth Management
Illinois
$49.1M
4
PFM
Phillips Financial Management
Indiana
$68.9M
5
TI
Truepoint Inc
Ohio
$459M

Top Sellers

1
Jane Street
Jane Street
New York
$786K
2
B
BetterWealth
California
$0
3
RFP
RCS Financial Planning
Maryland
$16.8M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
$61.4M
5
HSA
HBK Sorce Advisory
Pennsylvania
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RLIM
201
Red Lighthouse Investment Management
New York
$2.27M – – –
TAM
202
TCP Asset Management
Ohio
$2.24M +$313K +7,595 +16%
AWA
203
Arkadios Wealth Advisors
Georgia
$2.24M -$6.77K -164 -0.3%
UWM
204
USAdvisors Wealth Management
Minnesota
$2.21M +$136K +3,300 +7%
PAM
205
Pacific Asset Management
Washington
$2.19M +$2.19M +53,013 New
BFG
206
Berger Financial Group
Minnesota
$2.15M +$2.15M +52,013 New
Creative Planning
207
Creative Planning
Kansas
$2.13M +$99K +2,398 +5%
AWMNH
208
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.11M +$82.7K +2,005 +4%
WAN
209
Wealth Advisors Northwest
Oregon
$2.1M +$2.1M +50,782 New
AWM
210
Arista Wealth Management
Nevada
$2.05M – – –
FCG
211
Financial Connections Group
California
$2.02M +$2.02M +40,409 New
FFM
212
Forum Financial Management
Illinois
$2.02M -$7.39K -179 -0.4%
MHB
213
Midwest Heritage Bank
Iowa
$1.98M -$2.29M -55,436 -54%
WCM
214
Wealthcare Capital Management
Virginia
$1.91M +$904K +21,908 +90%
QFA
215
Quantum Financial Advisors
California
$1.9M -$23.8K -576 -1%
CA
216
Clune & Associates
Illinois
$1.88M +$1.88M +45,622 New
FWM
217
Forza Wealth Management
Florida
$1.88M +$103K +2,500 +6%
VPWA
218
Vestia Personal Wealth Advisors
Indiana
$1.86M +$306K +7,416 +20%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$1.82M +$112K +2,713 +7%
SA
220
Stewardship Advisors
Pennsylvania
$1.81M +$341K +8,272 +23%
VFP
221
Verus Financial Partners
Virginia
$1.78M +$328K +8,016 +23%
MWA
222
Mills Wealth Advisors
Texas
$1.73M -$63.1K -1,528 -4%
MFC
223
Morris Financial Concepts
South Carolina
$1.72M -$127K -3,082 -7%
TC
224
TAGStone Capital
North Carolina
$1.68M +$13.9K +338 +0.8%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$1.67M +$595K +14,411 +55%
7 8
9
10 11