Dimensional Core Fixed Income ETF
DFCF
67 hedge funds and large institutions have $323M invested in Dimensional Core Fixed Income ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 6 closing their positions.
617% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 6
123% more funds holding
Funds holding: 30 → 67 (+37)
95% more capital invested
Capital invested by funds: $166M → $323M (+$157M)
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
86% more funds holding in top 10
Funds holding in top 10: 7 → 13 (+6)
17% less ownership
Funds ownership: 52.61% → 35.6% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
+$47.2M |
| 2 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
+$21.7M |
| 3 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
+$17.7M |
| 4 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
+$14.7M |
| 5 |
B
BetterWealth
San Jose,
California
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$37.9M |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$19.2M |
| 3 |
Jane Street
New York
|
-$8.04M |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$7.3M |
| 5 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$6.62M |
DFCF Hedge Fund Activity: Q2 2022 in Review
67 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q2 2022, worth a combined $323M — up 95% from $166M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new DFCF positions and 6 closed out — a net gain of 37 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Financial Synergies Wealth Advisors, opening a new position worth an estimated $47.2M. The largest seller was CFS Investment Advisory Services, cutting an estimated $37.9M.
- 67 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q2 2022, up from 30 in Q1 2022.
- Funds reported $323M of Dimensional Core Fixed Income ETF stock for Q2 2022, up 95% quarter-over-quarter.
- 43 funds opened new Dimensional Core Fixed Income ETF positions in Q2 2022 and 6 closed out, a net change of +37 holders.
- The largest Dimensional Core Fixed Income ETF buyer in Q2 2022 was Financial Synergies Wealth Advisors, an estimated $47.2M added.
- The largest Dimensional Core Fixed Income ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $37.9M sold.
Based on aggregated 13F filings for Q2 2022.