Dimensional Core Fixed Income ETF
DFCF
189 hedge funds and large institutions have $1.87B 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.
315% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 26
300% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 10
56% more capital invested
Capital invested by funds: $1.19B → $1.87B (+$674M)
17% more funds holding
Funds holding: 162 → 189 (+27)
16% more funds holding in top 10
Funds holding in top 10: 32 → 37 (+5)
13.24% more ownership
Funds ownership: 58.03% → 71.27% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$215M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$62.1M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$45.8M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$43.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$4.75M |
| 2 |
TAM
TCP Asset Management
Columbus,
Ohio
|
-$4.45M |
| 3 |
BWG
Beta Wealth Group
San Diego,
California
|
-$2.25M |
| 4 |
AWM
Arista Wealth Management
Las Vegas,
Nevada
|
-$999K |
| 5 |
PWMG
Pioneer Wealth Management Group
Austin,
Texas
|
-$982K |
DFCF Hedge Fund Activity: Q1 2023 in Review
189 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q1 2023, worth a combined $1.87B — up 56% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new DFCF positions and 10 closed out — a net gain of 30 holders — while 108 added to existing stakes and 26 trimmed.
The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $215M. The largest seller was Silicon Hills Wealth Management, cutting an estimated $4.75M.
- 189 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q1 2023, up from 162 in Q4 2022.
- Funds reported $1.87B of Dimensional Core Fixed Income ETF stock for Q1 2023, up 56% quarter-over-quarter.
- 40 funds opened new Dimensional Core Fixed Income ETF positions in Q1 2023 and 10 closed out, a net change of +30 holders.
- The largest Dimensional Core Fixed Income ETF buyer in Q1 2023 was HBK Sorce Advisory, an estimated $215M added.
- The largest Dimensional Core Fixed Income ETF seller in Q1 2023 was Silicon Hills Wealth Management, an estimated $4.75M sold.
Based on aggregated 13F filings for Q1 2023.