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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

189 hedge funds and large institutions have $1.84B invested in Dimensional Core Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
3.03%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.59%
New
40
Increased
108
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$216M
2
PFO
2
Pathstone Family Office
New Jersey
$63.1M
3
EWA
3
EP Wealth Advisors
California
$48.2M
4
SFA
4
Sequoia Financial Advisors
Ohio
$43.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.7M

Top Sellers

1
SHWM
1
Silicon Hills Wealth Management
Texas
$1.41M
2
TAM
2
TCP Asset Management
Ohio
$1.25M
3
BWG
3
Beta Wealth Group
California
$704K
4
AWM
4
Arista Wealth Management
Nevada
$3.92M
5
PWMG
5
Pioneer Wealth Management Group
Texas
$930K
Name Market Value Shares Shares
Change 		Shares
Change %
TI
1
Truepoint Inc
Ohio
$406M 9,546,037 +238,432 +3%
HSA
2
HBK Sorce Advisory
Pennsylvania
$216M 5,075,101 +5,075,101 New
W
3
WPWealth
Texas
$69.4M 1,632,409 +39,858 +3%
PFO
4
Pathstone Family Office
New Jersey
$63.1M 1,485,194 +1,452,020 +4,377%
FSWA
5
Financial Synergies Wealth Advisors
Texas
$48.4M 1,139,337 +25,560 +2%
EWA
6
EP Wealth Advisors
California
$48.2M 1,083,013 +1,083,013 New
AF
7
Allworth Financial
California
$45.1M 1,061,607 +51,222 +5%
CWM
8
Core Wealth Management
Florida
$44.2M 1,041,150 +15,594 +2%
SFA
9
Sequoia Financial Advisors
Ohio
$43.9M 1,033,296 +1,033,296 New
MSWMA
10
Market Street Wealth Management Advisors
Indiana
$38.1M 896,654 +146,496 +20%
GWWM
11
Great Waters Wealth Management
Minnesota
$31.3M 739,761 +184,125 +33%
UWPG
12
Ullmann Wealth Partners Group
Florida
$27.1M 637,489 +23,667 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$26.7M 628,253 +628,253 New
VAS
14
Vestmark Advisory Solutions
Massachusetts
$25.5M 600,004 +600,004 New
IWC
15
Integrated Wealth Concepts
Massachusetts
$25.4M 597,209 +573,920 +2,464%
RA
16
Rational Advisors
New York
$25.2M 592,328 +592,328 New
RIM
17
RW Investment Management
Idaho
$23.7M 558,124 +134,918 +32%
FFM
18
Forum Financial Management
Illinois
$22.8M 537,419 +2,529 +0.5%
AAP
19
Arax Advisory Partners
Colorado
$21.5M 506,510 +20,322 +4%
CIAS
20
CFS Investment Advisory Services
New Jersey
$20.4M 479,067 +7,083 +2%
RA
21
Rise Advisors
New York
$20.3M 476,778 +52,637 +12%
RRC
22
Relaxing Retirement Coach
Massachusetts
$19.8M 467,044 +52,406 +13%
BWS
23
BCR Wealth Strategies
Alabama
$19.5M 458,576 +9,417 +2%
CCMI
24
Creative Capital Management Investments
California
$16.5M 388,739 +75,863 +24%
SIG
25
Spinnaker Investment Group
California
$16M 376,709 +2,055 +0.5%
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