DFCF icon

Dimensional Core Fixed Income ETF

317 hedge funds and large institutions have $3.69B invested in Dimensional Core Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 184 increasing their positions, 80 reducing their positions, and 17 closing their positions.

Holders
317
Holders Change
+16
Holders Change %
+5.32%
% of All Funds
4.59%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1%
New
35
Increased
184
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TI
1
Truepoint Inc
Ohio
$453M 10,483,426 +212,682 +2%
BHWM
2
Beaird Harris Wealth Management
Texas
$125M 2,896,132 +117,940 +4%
W
3
WPWealth
Texas
$115M 2,662,187 +247,575 +10%
OIA
4
OneDigital Investment Advisors
Kansas
$105M 2,429,125 +122,392 +5%
GWWM
5
Great Waters Wealth Management
Minnesota
$89.9M 2,080,667 +282,641 +16%
DPW
6
DiNuzzo Private Wealth
Pennsylvania
$86.5M 2,002,893 +223,357 +13%
BAAM
7
Baker Avenue Asset Management
California
$80.4M 1,861,887 +58,720 +3%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$72.4M 1,677,054 -13,983 -0.8%
AC
9
Apella Capital
Connecticut
$70.4M 1,628,402 +148,034 +10%
FMI
10
Factory Mutual Insurance
Massachusetts
$69.6M 1,611,770 +1,611,770 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$68.7M 1,590,530 +31,582 +2%
DAS
12
Dynamic Advisor Solutions
Arizona
$60.4M 1,397,712 +147,714 +12%
HighTower Advisors
13
HighTower Advisors
Illinois
$58.7M 1,358,205 +34,951 +3%
HSA
14
HBK Sorce Advisory
Pennsylvania
$57.3M 1,325,907 -6,332,872 -83%
SFA
15
Sequoia Financial Advisors
Ohio
$56.8M 1,315,316 +277,880 +27%
CWM
16
Core Wealth Management
Florida
$56.1M 1,349,572
AF
17
Allworth Financial
California
$56M 1,297,097 +27,158 +2%
LPL Financial
18
LPL Financial
California
$53.5M 1,237,847 +367,833 +42%
MSWMA
19
Market Street Wealth Management Advisors
Indiana
$46.9M 1,085,121 +17,820 +2%
RIM
20
RW Investment Management
Idaho
$44.7M 1,035,969 +48,562 +5%
PFM
21
Phillips Financial Management
Indiana
$44.1M 1,021,144 +300,262 +42%
SC
22
Savant Capital
Illinois
$40.4M 934,351 +24,626 +3%
CCMI
23
Creative Capital Management Investments
California
$38.4M 889,177 +104,288 +13%
RK
24
Rather & Kittrell
Tennessee
$37.1M 859,022 +84,649 +11%
RFP
25
Root Financial Partners
California
$36.6M 846,867 +170,894 +25%