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Dimensional US Core Equity Market ETF
DFAU

396 hedge funds and large institutions have $4.11B invested in Dimensional US Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 194 increasing their positions, 122 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

59% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 122

12% more capital invested

Capital invested by funds: $3.67B → $4.11B (+$438M)

3% more funds holding

Funds holding: 385 → 396 (+11)

0.07% less ownership

Funds ownership: 63.28% → 63.21% (-0.07%)

3% less funds holding in top 10

Funds holding in top 10: 75 → 73 (-2)

Holders
396
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.69%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.05%
New
29
Increased
194
Reduced
122
Closed
15
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$2.58M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$63.9M
2
EW
Evoke Wealth
California
+$62.2M
3
WANY
Wealthspire Advisors (New York)
New York
+$47.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$26.3M
5
AF
Allworth Financial
California
+$18.9M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$62.7M
2
LWM
Liberty Wealth Management
California
-$40.3M
3
KA
Kure Advisory
Minnesota
-$19.4M
4
MWM
Modera Wealth Management
New Jersey
-$12.8M
5
BJL
Brighton Jones LLC
Washington
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
226
Flow Traders U.S.
New York
$1.36M +$164K +4,284 +14%
UBS Group
227
UBS Group
Switzerland
$1.34M +$77.2K +2,020 +6%
HA
228
Herold Advisors
New York
$1.34M +$10.9K +286 +0.9%
Susquehanna International Group
229
Susquehanna International Group
Pennsylvania
$1.34M +$185K +4,837 +17%
WFAG
230
Wescott Financial Advisory Group
Pennsylvania
$1.33M +$2.02K +53 +0.2%
OA
231
Oceanside Advisors
South Carolina
$1.31M -$45.9K -1,201 -4%
CFA
232
Capstone Financial Advisors
Illinois
$1.3M +$4.28K +112 +0.3%
RIM
233
Rockbridge Investment Management
New York
$1.25M +$1.91K +50 +0.2%
HHWM
234
Hiley Hunt Wealth Management
Nebraska
$1.25M -$139K -3,634 -10%
LFA
235
Lauterbach Financial Advisors
Texas
$1.24M -$7.03K -184 -0.6%
YWM
236
Yoder Wealth Management
California
$1.18M +$61.3K +1,605 +6%
IFPG
237
Intrepid Financial Planning Group
Indiana
$1.17M -$4.35K -114 -0.4%
EAM
238
Evanson Asset Management
California
$1.17M +$115 +3 +0%
FFG
239
Fiduciary Financial Group
California
$1.14M -$513K -13,433 -32%
WTA
240
Washington Trust Advisors
Massachusetts
$1.14M – – –
Morgan Stanley
241
Morgan Stanley
New York
$1.13M +$269K +7,031 +33%
SWM
242
Sanctuary Wealth Management
Idaho
$1.11M +$9.93K +260 +0.9%
CWM
243
Congress Wealth Management
Massachusetts
$1.08M +$66.4K +1,739 +7%
CPA
244
Cardiff Park Advisors
California
$1.06M +$4.54K +119 +0.4%
VCM
245
Versant Capital Management
Arizona
$1.05M -$20.3K -532 -2%
DAS
246
Dynamic Advisor Solutions
Arizona
$1.04M -$54.6K -1,430 -5%
AA
247
Ancora Advisors
Ohio
$1.02M -$447K -11,698 -31%
RFP
248
Root Financial Partners
California
$951K – – –
FS
249
Financial Symmetry
North Carolina
$949K +$155K +4,051 +20%
KAM
250
KEB Asset Management
Illinois
$935K +$403K +10,559 +81%
8 9
10
11 12

DFAU Hedge Fund Activity: Q3 2024 in Review

396 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q3 2024, worth a combined $4.11B — up 12% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DFAU positions and 15 closed out — a net gain of 14 holders — while 194 added to existing stakes and 122 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $63.9M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $62.7M sold.

  • 396 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q3 2024, up from 385 in Q2 2024.
  • Funds reported $4.11B of Dimensional US Core Equity Market ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 29 funds opened new Dimensional US Core Equity Market ETF positions in Q3 2024 and 15 closed out, a net change of +14 holders.
  • The largest Dimensional US Core Equity Market ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $63.9M added.
  • The largest Dimensional US Core Equity Market ETF seller in Q3 2024 was Elser Financial Planning, an estimated $62.7M sold.

Based on aggregated 13F filings for Q3 2024.