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Dimensional Core Fixed Income ETF
DFCF

266 hedge funds and large institutions have $3.01B invested in Dimensional Core Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 124 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 16

138% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 52

40% more funds holding in top 10

Funds holding in top 10: 43 → 60 (+17)

31% more capital invested

Capital invested by funds: $2.3B → $3.01B (+$709M)

27% more funds holding

Funds holding: 209 → 266 (+57)

2% more ownership

Funds ownership: 69.76% → 71.76% (+2%)

Holders
266
Holders Change
+57
Holders Change %
+27.27%
% of All Funds
3.88%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
0.87%
New
76
Increased
124
Reduced
52
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAAM
Baker Avenue Asset Management
California
+$68M
2
OIA
OneDigital Investment Advisors
Kansas
+$52.5M
3
Jane Street
Jane Street
New York
+$37.3M
4
AC
Annandale Capital
Texas
+$30.3M
5
AC
Apella Capital
Connecticut
+$24.7M

Top Sellers

1
VAS
Vestmark Advisory Solutions
Massachusetts
-$40.8M
2
SIS
Strategic Investment Solutions
Illinois
-$33.8M
3
TI
Truepoint Inc
Ohio
-$23.9M
4
CWM
Core Wealth Management
Florida
-$8.43M
5
RA
Rise Advisors
New York
-$7.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1
Truepoint Inc
Ohio
$396M -$23.9M -583,413 -6%
HSA
2
HBK Sorce Advisory
Pennsylvania
$282M +$9.39M +229,639 +4%
BHWM
3
Beaird Harris Wealth Management
Texas
$106M +$8.66M +211,655 +9%
W
4
WPWealth
Texas
$87.4M +$10.4M +253,055 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$76.3M +$9.5M +232,300 +15%
BAAM
6
Baker Avenue Asset Management
California
$70.5M +$68M +1,663,195 New
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$70.2M +$67.7M +1,655,218 New
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$69.1M +$66.7M +1,630,542 New
OIA
9
OneDigital Investment Advisors
Kansas
$58.3M +$52.5M +1,284,475 +1,414%
Jane Street
10
Jane Street
New York
$57.8M +$37.3M +913,098 +203%
AF
11
Allworth Financial
California
$55M +$7.49M +183,103 +16%
GWWM
12
Great Waters Wealth Management
Minnesota
$53.2M +$4.78M +116,917 +10%
SFA
13
Sequoia Financial Advisors
Ohio
$51.8M +$4.45M +108,773 +10%
AC
14
Apella Capital
Connecticut
$48.4M +$24.7M +603,454 +110%
FSWA
15
Financial Synergies Wealth Advisors
Texas
$46.2M -$4.23M -103,447 -8%
SC
16
Savant Capital
Illinois
$45.8M +$12.8M +312,671 +41%
MSWMA
17
Market Street Wealth Management Advisors
Indiana
$40.3M +$6.41M +156,824 +20%
CWM
18
Core Wealth Management
Florida
$39.8M -$8.43M -206,060 -18%
RA
19
Rational Advisors
New York
$38.5M +$8.59M +210,109 +30%
RIM
20
RW Investment Management
Idaho
$38.2M +$3.2M +78,217 +10%
PFA
21
Pure Financial Advisors
California
$33M +$15.1M +370,028 +91%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$32.5M -$2.45M -59,807 -7%
AC
23
Annandale Capital
Texas
$31.4M +$30.3M +741,457 New
UWPG
24
Ullmann Wealth Partners Group
Florida
$31M +$62.1K +1,518 +0.2%
GFA
25
Grunden Financial Advisory
Texas
$28.6M +$27.6M +674,882 New
1
2 3 4 5

DFCF Hedge Fund Activity: Q4 2023 in Review

266 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q4 2023, worth a combined $3.01B — up 31% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DFCF positions and 16 closed out — a net gain of 60 holders — while 124 added to existing stakes and 52 trimmed.

The largest buyer was Baker Avenue Asset Management, opening a new position worth an estimated $68M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $40.8M.

  • 266 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q4 2023, up from 209 in Q3 2023.
  • Funds reported $3.01B of Dimensional Core Fixed Income ETF stock for Q4 2023, up 31% quarter-over-quarter.
  • 76 funds opened new Dimensional Core Fixed Income ETF positions in Q4 2023 and 16 closed out, a net change of +60 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q4 2023 was Baker Avenue Asset Management, an estimated $68M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q4 2023 was Vestmark Advisory Solutions, an estimated $40.8M sold.

Based on aggregated 13F filings for Q4 2023.