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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

282 hedge funds and large institutions have $3.19B invested in Dimensional Core Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 165 increasing their positions, 66 reducing their positions, and 12 closing their positions.

Holders
282
Holders Change
+17
Holders Change %
+6.42%
% of All Funds
4.09%
Holding in Top 10
62
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.33%
% of All Funds
0.9%
New
36
Increased
165
Reduced
66
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$55.8M
2
TI
2
Truepoint Inc
Ohio
$417M
3
OIA
3
OneDigital Investment Advisors
Kansas
$78.7M
4
LPL Financial
4
LPL Financial
California
$35.6M
5
SIM
5
Stratos Investment Management
Ohio
$17.5M

Top Sellers

1
FSWA
1
Financial Synergies Wealth Advisors
Texas
$13.2M
2
Jane Street
2
Jane Street
New York
$38.5M
3
SFA
3
Sequoia Financial Advisors
Ohio
$37M
4
Bank of America
4
Bank of America
North Carolina
$3.66M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TI
1
Truepoint Inc
Ohio
$417M 9,939,422 +606,878 +7%
HSA
2
HBK Sorce Advisory
Pennsylvania
$292M 6,953,343 +303,687 +5%
BHWM
3
Beaird Harris Wealth Management
Texas
$110M 2,625,985 +123,431 +5%
W
4
WPWealth
Texas
$95.2M 2,269,704 +208,524 +10%
OIA
5
OneDigital Investment Advisors
Kansas
$78.7M 1,876,728 +501,419 +36%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$73.8M 1,759,373 -39,110 -2%
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$73.2M 1,743,978 +88,760 +5%
BAAM
8
Baker Avenue Asset Management
California
$73M 1,739,028 +75,833 +5%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$69.6M 1,659,542 +29,000 +2%
GWWM
10
Great Waters Wealth Management
Minnesota
$63.3M 1,508,421 +249,298 +20%
HighTower Advisors
11
HighTower Advisors
Illinois
$55.8M 1,330,924 +824,865 +163%
AF
12
Allworth Financial
California
$54M 1,286,722 -10,757 -0.8%
CWM
13
Core Wealth Management
Florida
$51.4M 1,226,303 +287,440 +31%
AC
14
Apella Capital
Connecticut
$49.4M 1,184,046 +34,200 +3%
MSWMA
15
Market Street Wealth Management Advisors
Indiana
$42.7M 1,017,586 +66,679 +7%
SC
16
Savant Capital
Illinois
$41.6M 991,640 -89,473 -8%
RIM
17
RW Investment Management
Idaho
$40.1M 956,835 +55,285 +6%
Jane Street
18
Jane Street
New York
$38.5M 918,778 -444,704 -33%
SFA
19
Sequoia Financial Advisors
Ohio
$37M 881,494 -340,868 -28%
LPL Financial
20
LPL Financial
California
$35.6M 849,067 +451,718 +114%
SWA
21
Sax Wealth Advisors
New Jersey
$35.5M 845,322 +326,410 +63%
PFA
22
Pure Financial Advisors
California
$33.9M 807,279 +28,564 +4%
AC
23
Annandale Capital
Texas
$32.5M 774,131 +32,674 +4%
UWPG
24
Ullmann Wealth Partners Group
Florida
$32.3M 768,858 +36,817 +5%
CCMI
25
Creative Capital Management Investments
California
$29.5M 702,028 +68,533 +11%
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