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Dimensional Core Fixed Income ETF
DFCF

318 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, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 81

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

11% more funds holding in top 10

Funds holding in top 10: 62 → 69 (+7)

5% more funds holding

Funds holding: 302 → 318 (+16)

4% more capital invested

Capital invested by funds: $3.54B → $3.69B (+$150M)

4.59% less ownership

Funds ownership: 70.44% → 65.85% (-4.6%)

Holders
318
Holders Change
+16
Holders Change %
+5.3%
% of All Funds
4.57%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
0.99%
New
35
Increased
184
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMI
Factory Mutual Insurance
Massachusetts
+$68.7M
2
OCG
Opus Capital Group
Ohio
+$26.9M
3
LPL Financial
LPL Financial
California
+$15.7M
4
PFM
Phillips Financial Management
Indiana
+$12.8M
5
GWWM
Great Waters Wealth Management
Minnesota
+$12M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$270M
2
EFP
Elser Financial Planning
Indiana
-$131M
3
LWM
Liberty Wealth Management
California
-$25.1M
4
Jane Street
Jane Street
New York
-$11.5M
5
MWM
Mattern Wealth Management
Kansas
-$9.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1
Truepoint Inc
Ohio
$453M +$9.07M +212,682 +2%
BHWM
2
Beaird Harris Wealth Management
Texas
$125M +$5.03M +117,940 +4%
W
3
WPWealth
Texas
$115M +$10.6M +247,575 +10%
OIA
4
OneDigital Investment Advisors
Kansas
$105M +$5.22M +122,392 +5%
GWWM
5
Great Waters Wealth Management
Minnesota
$89.9M +$12M +282,641 +16%
DPW
6
DiNuzzo Private Wealth
Pennsylvania
$86.5M +$9.52M +223,357 +13%
BAAM
7
Baker Avenue Asset Management
California
$80.4M +$2.5M +58,720 +3%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$72.4M -$596K -13,983 -0.8%
AC
9
Apella Capital
Connecticut
$70.4M +$6.31M +148,034 +10%
FMI
10
Factory Mutual Insurance
Massachusetts
$69.6M +$68.7M +1,611,770 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$68.7M +$1.35M +31,582 +2%
DAS
12
Dynamic Advisor Solutions
Arizona
$60.4M +$6.3M +147,714 +12%
HighTower Advisors
13
HighTower Advisors
Illinois
$58.7M +$1.49M +34,951 +3%
HSA
14
HBK Sorce Advisory
Pennsylvania
$57.3M -$270M -6,332,872 -83%
SFA
15
Sequoia Financial Advisors
Ohio
$56.8M +$11.8M +277,880 +27%
CWM
16
Core Wealth Management
Florida
$56.1M – – –
AF
17
Allworth Financial
California
$56M +$1.16M +27,158 +2%
LPL Financial
18
LPL Financial
California
$53.5M +$15.7M +367,833 +42%
MSWMA
19
Market Street Wealth Management Advisors
Indiana
$46.9M +$760K +17,820 +2%
RIM
20
RW Investment Management
Idaho
$44.7M +$2.07M +48,562 +5%
PFM
21
Phillips Financial Management
Indiana
$44.1M +$12.8M +300,262 +42%
SC
22
Savant Capital
Illinois
$40.4M +$1.05M +24,626 +3%
CCMI
23
Creative Capital Management Investments
California
$38.4M +$4.45M +104,288 +13%
RK
24
Rather & Kittrell
Tennessee
$37.1M +$3.61M +84,649 +11%
RFP
25
Root Financial Partners
California
$36.6M +$7.28M +170,894 +25%
1
2 3 4 5

DFCF Hedge Fund Activity: Q3 2024 in Review

318 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Core Fixed Income ETF (DFCF) for Q3 2024, worth a combined $3.69B — up 4.2% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DFCF positions and 17 closed out — a net gain of 18 holders — while 184 added to existing stakes and 81 trimmed.

The largest buyer was Factory Mutual Insurance, opening a new position worth an estimated $68.7M. The largest seller was HBK Sorce Advisory, cutting an estimated $270M.

  • 318 institutional investors held Dimensional Core Fixed Income ETF (DFCF) as of Q3 2024, up from 302 in Q2 2024.
  • Funds reported $3.69B of Dimensional Core Fixed Income ETF stock for Q3 2024, up 4.2% quarter-over-quarter.
  • 35 funds opened new Dimensional Core Fixed Income ETF positions in Q3 2024 and 17 closed out, a net change of +18 holders.
  • The largest Dimensional Core Fixed Income ETF buyer in Q3 2024 was Factory Mutual Insurance, an estimated $68.7M added.
  • The largest Dimensional Core Fixed Income ETF seller in Q3 2024 was HBK Sorce Advisory, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2024.