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Dimensional Core Fixed Income ETF
DFCF

30 hedge funds and large institutions have $166M invested in Dimensional Core Fixed Income ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 2

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

58% more capital invested

Capital invested by funds: $105M → $166M (+$61.1M)

36% more funds holding

Funds holding: 22 → 30 (+8)

10.26% less ownership

Funds ownership: 62.86% → 52.61% (-10%)

Holders
30
Holders Change
+8
Holders Change %
+36.36%
% of All Funds
0.47%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
14
Increased
14
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$43.6M
2
AF
Advisornet Financial
Minnesota
+$14.4M
3
AF
Allworth Financial
California
+$12.7M
4
SHWM
Silicon Hills Wealth Management
Texas
+$11.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.98M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10M
2
OMC
Old Mission Capital
Illinois
-$8.09M
3
FW
FirstPurpose Wealth
Utah
-$1.09M
4
BA
Bridge Advisory
California
-$969K
5
RA
Rise Advisors
New York
-$968K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1
Spinnaker Investment Group
California
$19.7M +$2.75M +57,194 +16%
AF
2
Advisornet Financial
Minnesota
$19.2M +$14.4M +299,851 +262%
AF
3
Allworth Financial
California
$17.7M +$12.7M +264,466 +227%
SHWM
4
Silicon Hills Wealth Management
Texas
$14.7M +$11.8M +245,060 +338%
CWR
5
Chico Wealth RIA
California
$13.6M +$14.1M +293,259 New
RA
6
Rise Advisors
New York
$13.6M -$968K -20,167 -6%
TFA
7
Triad Financial Advisors
North Carolina
$11M +$137K +2,862 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$10.5M +$8.98M +187,185 +485%
Jane Street
9
Jane Street
New York
$8.04M -$748K -15,595 -8%
CWG
10
Crown Wealth Group
North Carolina
$7.45M +$7.71M +160,559 New
CPIG
11
Chicago Partners Investment Group
Illinois
$7.3M +$679K +14,155 +9%
AA
12
Ancora Advisors
Ohio
$6.24M +$4.8M +100,091 +291%
BWG
13
Beta Wealth Group
California
$4.69M +$4.86M +101,171 New
FFM
14
Forum Financial Management
Illinois
$4.67M +$3.64M +75,759 +304%
MHB
15
Midwest Heritage Bank
Iowa
$2.22M +$2.29M +47,776 New
AC
16
Applied Capital
Arkansas
$798K +$332K +6,916 +67%
KF
17
Krilogy Financial
Missouri
$716K +$741K +15,434 New
OPS
18
Orion Portfolio Solutions
Nebraska
$683K +$162K +3,369 +30%
PFM
19
Phillips Financial Management
Indiana
$578K +$598K +12,461 New
FWP
20
Firethorn Wealth Partners
Georgia
$568K +$588K +12,244 New
SC
21
Shearwater Capital
Colorado
$381K +$391K +8,143 New
TIM
22
Tortoise Investment Management
New York
$270K +$279K +5,809 New
VHAM
23
Van Hulzen Asset Management
California
$260K +$269K +5,599 New
SPI
24
Sutton Place Investors
New York
$248K +$73.5K +1,531 +38%
CFA
25
Cahill Financial Advisors
Minnesota
$239K +$247K +5,142 New
1
2

DFCF Hedge Fund Activity: Q1 2022 in Review

30 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q1 2022, worth a combined $166M — up 58% from $105M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFCF positions and 6 closed out — a net gain of 8 holders — while 14 added to existing stakes and 2 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $43.6M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $10M sold.

  • 30 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q1 2022, up from 22 in Q4 2021.
  • Funds reported $166M of Dimensional Core Fixed Income ETF stock for Q1 2022, up 58% quarter-over-quarter.
  • 14 funds opened new Dimensional Core Fixed Income ETF positions in Q1 2022 and 6 closed out, a net change of +8 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $43.6M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q1 2022 was Dimensional Fund Advisors, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2022.