DFCF icon

Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

202 hedge funds and large institutions have $2.19B invested in Dimensional Core Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 128 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
202
Holders Change
+13
Holders Change %
+6.88%
% of All Funds
3.19%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.62%
New
26
Increased
128
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWM
1
Beaird Harris Wealth Management
Texas
$90.2M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$264M
3
Jane Street
3
Jane Street
New York
$33.8M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$56.2M
5
AC
5
Apella Capital
Connecticut
$16.1M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.18M
3
TWD
3
True Wealth Design
Ohio
$11.1K
4
AWM
4
Arista Wealth Management
Nevada
$1.43M
5
AF
5
Allworth Financial
California
$41.9M
Name Market Value Shares Shares
Change 		Shares
Change %
TI
1
Truepoint Inc
Ohio
$409M 9,807,900 +261,863 +3%
HSA
2
HBK Sorce Advisory
Pennsylvania
$264M 6,318,434 +1,243,333 +24%
BHWM
3
Beaird Harris Wealth Management
Texas
$90.2M 2,160,826 +2,160,582 +885,484%
W
4
WPWealth
Texas
$67.9M 1,626,896 -5,513 -0.3%
PFO
5
Pathstone Family Office
New Jersey
$61.1M 1,464,812 -20,382 -1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$56.2M 1,347,740 +630,527 +88%
FSWA
7
Financial Synergies Wealth Advisors
Texas
$49.2M 1,180,154 +40,817 +4%
CWM
8
Core Wealth Management
Florida
$46.1M 1,104,125 +62,975 +6%
SFA
9
Sequoia Financial Advisors
Ohio
$43.7M 1,048,133 +14,837 +1%
AF
10
Allworth Financial
California
$41.9M 1,004,175 -57,432 -5%
MSWMA
11
Market Street Wealth Management Advisors
Indiana
$38.9M 931,159 +34,505 +4%
GWWM
12
Great Waters Wealth Management
Minnesota
$38.5M 922,956 +183,195 +25%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$37.1M 889,595 +289,591 +48%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$34.2M 820,148 +191,895 +31%
Jane Street
15
Jane Street
New York
$33.8M 810,360 +693,529 +594%
RA
16
Rational Advisors
New York
$30.4M 729,253 +136,925 +23%
RIM
17
RW Investment Management
Idaho
$28.8M 691,230 +133,106 +24%
UWPG
18
Ullmann Wealth Partners Group
Florida
$27.7M 664,812 +27,323 +4%
IWC
19
Integrated Wealth Concepts
Massachusetts
$26.1M 624,455 +27,246 +5%
RRC
20
Relaxing Retirement Coach
Massachusetts
$22.9M 549,901 +82,857 +18%
RA
21
Rise Advisors
New York
$22.3M 535,519 +58,741 +12%
AAP
22
Arax Advisory Partners
Colorado
$21.8M 522,207 +15,697 +3%
FFM
23
Forum Financial Management
Illinois
$21M 503,460 -33,959 -6%
CIAS
24
CFS Investment Advisory Services
New Jersey
$20.5M 491,643 +12,576 +3%
BWS
25
BCR Wealth Strategies
Alabama
$19.4M 464,528 +5,952 +1%
1
2 3 4 5