Dimensional Core Fixed Income ETF
DFCF
29 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, 13 increasing their positions, 2 reducing their positions, and 6 closing their positions.
550% more repeat investments, than reductions
Existing positions increased: 13 | 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 (+$61M)
32% more funds holding
Funds holding: 22 → 29 (+7)
20.96% less ownership
Funds ownership: 62.86% → 41.9% (-21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$14.4M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$12.7M |
| 3 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
+$11.8M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.98M |
| 5 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
+$7.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$8.09M |
| 3 |
FW
FirstPurpose Wealth
Orem,
Utah
|
-$1.09M |
| 4 |
BA
Bridge Advisory
Pasadena,
California
|
-$969K |
| 5 |
RA
Rise Advisors
Rochester,
New York
|
-$968K |
DFCF Hedge Fund Activity: Q1 2022 in Review
29 of the 6,360 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 13 added to existing stakes and 2 trimmed.
The largest buyer was Advisornet Financial, adding an estimated $14.4M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $10M sold.
- 29 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 Advisornet Financial, an estimated $14.4M 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.