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Dimensional Core Fixed Income ETF
DFCF

391 hedge funds and large institutions have $4.8B invested in Dimensional Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 201 increasing their positions, 80 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,390.87% more ownership

Funds ownership: 65.85% → 2,456.72% (+2,391%)

745% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 80

51% more funds holding in top 10

Funds holding in top 10: 69 → 104 (+35)

30% more capital invested

Capital invested by funds: $3.69B → $4.8B (+$1.1B)

23% more funds holding

Funds holding: 318 → 391 (+73)

Holders
391
Holders Change
+73
Holders Change %
+22.96%
% of All Funds
5.15%
Holding in Top 10
104
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+50.72%
% of All Funds
1.37%
New
93
Increased
201
Reduced
80
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
Elser Financial Planning
Indiana
+$145B
2
EP
Essential Planning
New Hampshire
+$478M
3
GM
GeoWealth Management
Illinois
+$45.7M
4
PFM
Phillips Financial Management
Indiana
+$27.3M
5
TI
Truepoint Inc
Ohio
+$26.8M

Top Sellers

1
Jane Street
Jane Street
New York
-$20.2M
2
B
BetterWealth
California
-$18.8M
3
RFP
RCS Financial Planning
Maryland
-$10.4M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$8.01M
5
HSA
HBK Sorce Advisory
Pennsylvania
-$6.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
201
Hoxton Planning & Management
West Virginia
$2.41M – – –
RLIM
202
Red Lighthouse Investment Management
New York
$2.27M – – –
TAM
203
TCP Asset Management
Ohio
$2.24M +$320K +7,595 +16%
AWA
204
Arkadios Wealth Advisors
Georgia
$2.24M -$6.91K -164 -0.3%
UWM
205
USAdvisors Wealth Management
Minnesota
$2.21M +$139K +3,300 +7%
PAM
206
Pacific Asset Management
Washington
$2.19M +$2.23M +53,013 New
BFG
207
Berger Financial Group
Minnesota
$2.15M +$2.19M +52,013 New
Creative Planning
208
Creative Planning
Kansas
$2.13M +$101K +2,398 +5%
AWMNH
209
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.11M +$84.4K +2,005 +4%
WAN
210
Wealth Advisors Northwest
Oregon
$2.1M +$2.14M +50,782 New
AWM
211
Arista Wealth Management
Nevada
$2.05M – – –
FCG
212
Financial Connections Group
California
$2.02M +$1.7M +40,409 New
FFM
213
Forum Financial Management
Illinois
$2.02M -$7.54K -179 -0.4%
MHB
214
Midwest Heritage Bank
Iowa
$1.98M -$2.33M -55,436 -54%
WCM
215
Wealthcare Capital Management
Virginia
$1.91M +$922K +21,908 +90%
QFA
216
Quantum Financial Advisors
California
$1.9M -$24.3K -576 -1%
CA
217
Clune & Associates
Illinois
$1.88M +$1.92M +45,622 New
FWM
218
Forza Wealth Management
Florida
$1.88M +$105K +2,500 +6%
VPWA
219
Vestia Personal Wealth Advisors
Indiana
$1.86M +$312K +7,416 +20%
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$1.82M +$114K +2,713 +7%
SA
221
Stewardship Advisors
Pennsylvania
$1.81M +$348K +8,272 +23%
VFP
222
Verus Financial Partners
Virginia
$1.78M +$338K +8,016 +23%
MWA
223
Mills Wealth Advisors
Texas
$1.73M -$64.3K -1,528 -4%
MFC
224
Morris Financial Concepts
South Carolina
$1.72M -$130K -3,082 -7%
TC
225
TAGStone Capital
North Carolina
$1.68M +$14.2K +338 +0.8%
7 8
9
10 11

DFCF Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q4 2024, worth a combined $4.8B — up 30% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DFCF positions and 11 closed out — a net gain of 82 holders — while 201 added to existing stakes and 80 trimmed.

The largest buyer was Elser Financial Planning, adding an estimated $145B. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 391 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q4 2024, up from 318 in Q3 2024.
  • Funds reported $4.8B of Dimensional Core Fixed Income ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 93 funds opened new Dimensional Core Fixed Income ETF positions in Q4 2024 and 11 closed out, a net change of +82 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q4 2024 was Elser Financial Planning, an estimated $145B added.
  • The largest Dimensional Core Fixed Income ETF seller in Q4 2024 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2024.