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Dimensional Core Fixed Income ETF
DFCF

Overview Fund Activity

388 hedge funds and large institutions have $4.79B invested in Dimensional Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 201 increasing their positions, 79 reducing their positions, and 11 closing their positions.

Holders
388
Holders Change
+71
Holders Change %
+22.4%
% of All Funds
5.17%
Holding in Top 10
104
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+50.72%
% of All Funds
1.39%
New
92
Increased
201
Reduced
79
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$487M
2
EFP
2
Elser Financial Planning
Indiana
$143M
3
GM
3
GeoWealth Management
Illinois
$49.1M
4
PFM
4
Phillips Financial Management
Indiana
$68.9M
5
TI
5
Truepoint Inc
Ohio
$459M

Top Sellers

1
Jane Street
1
Jane Street
New York
$786K
2
B
2
BetterWealth
California
$0
3
RFP
3
RCS Financial Planning
Maryland
$16.8M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$61.4M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$48.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EP
1
Essential Planning
New Hampshire
$487M 11,557,175 +11,364,629 +5,902%
TI
2
Truepoint Inc
Ohio
$459M 11,119,995 +636,569 +6%
EFP
3
Elser Financial Planning
Indiana
$143M 3,439,913,328 +3,439,883,559 +11,555,254%
BHWM
4
Beaird Harris Wealth Management
Texas
$122M 2,966,163 +70,031 +2%
W
5
WPWealth
Texas
$115M 2,774,923 +112,736 +4%
OIA
6
OneDigital Investment Advisors
Kansas
$109M 2,634,017 +204,892 +8%
GWWM
7
Great Waters Wealth Management
Minnesota
$102M 2,481,510 +400,843 +19%
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$90.2M 2,185,499 +182,606 +9%
BAAM
9
Baker Avenue Asset Management
California
$80.2M 1,943,387 +81,500 +4%
AC
10
Apella Capital
Connecticut
$78.8M 1,909,521 +281,119 +17%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$71.5M 1,732,734 +142,204 +9%
PFM
12
Phillips Financial Management
Indiana
$68.9M 1,668,820 +647,676 +63%
FMI
13
Factory Mutual Insurance
Massachusetts
$66.5M 1,611,770 – –
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$61.4M 1,486,708 -190,346 -11%
DAS
15
Dynamic Advisor Solutions
Arizona
$59.7M 1,445,944 +48,232 +3%
HighTower Advisors
16
HighTower Advisors
Illinois
$58.6M 1,420,548 +62,343 +5%
SFA
17
Sequoia Financial Advisors
Ohio
$58M 1,405,908 +90,592 +7%
AF
18
Allworth Financial
California
$57.3M 1,387,217 +90,120 +7%
SC
19
Savant Capital
Illinois
$55.1M 1,336,233 +401,882 +43%
LPL Financial
20
LPL Financial
California
$51.9M 1,257,504 +19,657 +2%
SIM
21
Stratos Investment Management
Ohio
$50.6M 1,224,872 +384,210 +46%
CWM
22
Core Wealth Management
Florida
$49.9M 1,208,441 -141,131 -10%
GM
23
GeoWealth Management
Illinois
$49.1M 1,189,925 +1,085,179 +1,036%
HSA
24
HBK Sorce Advisory
Pennsylvania
$48.4M 1,173,705 -152,202 -11%
MSWMA
25
Market Street Wealth Management Advisors
Indiana
$46.5M 1,125,563 +40,442 +4%
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