Dimensional Core Fixed Income ETF
DFCF
203 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 27 funds opening new positions, 128 increasing their positions, 32 reducing their positions, and 12 closing their positions.
452% more capital inflows, than outflows
Capital inflows: $438M | Capital outflows: $79.4M
300% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 32
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
7% more funds holding
Funds holding: 189 → 203 (+14)
5% more funds holding in top 10
Funds holding in top 10: 37 → 39 (+2)
0.47% less ownership
Funds ownership: 71.27% → 70.8% (-0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Beaird Harris Wealth Management
Dallas,
Texas
|
+$91.2M |
| 2 |
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$52.5M |
| 3 |
Jane Street
New York
|
+$29.3M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$26.6M |
| 5 |
AssetMark Inc
Concord,
California
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP Wealth Advisors
Torrance,
California
|
-$48.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.6M |
| 3 |
True Wealth Design
Akron,
Ohio
|
-$3.04M |
| 4 |
Arista Wealth Management
Las Vegas,
Nevada
|
-$2.44M |
| 5 |
Allworth Financial
Folsom,
California
|
-$2.42M |
DFCF Hedge Fund Activity: Q2 2023 in Review
203 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q2 2023, worth a combined $2.19B — up 17% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DFCF positions and 12 closed out — a net gain of 15 holders — while 128 added to existing stakes and 32 trimmed.
The largest buyer was Beaird Harris Wealth Management, adding an estimated $91.2M. The largest seller was EP Wealth Advisors, exiting entirely with an estimated $48.2M sold.
- 203 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q2 2023, up from 189 in Q1 2023.
- Funds reported $2.19B of Dimensional Core Fixed Income ETF stock for Q2 2023, up 17% quarter-over-quarter.
- 27 funds opened new Dimensional Core Fixed Income ETF positions in Q2 2023 and 12 closed out, a net change of +15 holders.
- The largest Dimensional Core Fixed Income ETF buyer in Q2 2023 was Beaird Harris Wealth Management, an estimated $91.2M added.
- The largest Dimensional Core Fixed Income ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $48.2M sold.
Based on aggregated 13F filings for Q2 2023.