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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
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$925K +$238K +6,224 +36%
CAG
252
Csenge Advisory Group
Florida
$896K +$104K +2,711 +14%
BCM
253
Brookstone Capital Management
Illinois
$880K -$6.15K -161 -0.7%
IAG
254
Investment Advisory Group
Massachusetts
$855K -$9.09K -238 -1%
SCM
255
SOL Capital Management
Maryland
$854K – – –
S4W
256
Solutions 4 Wealth
Texas
$848K +$817K +21,378 New
MSFS
257
Main Street Financial Solutions
Pennsylvania
$845K – – –
CIAS
258
CFS Investment Advisory Services
New Jersey
$833K -$726 -19 -0.1%
GAM
259
Gould Asset Management
California
$825K -$382 -10 -0%
WIM
260
Warwick Investment Management
Texas
$818K +$191 +5 +0%
BPWM
261
Black Point Wealth Management
Florida
$807K +$66.8K +1,750 +9%
FNBSF
262
First National Bank Sioux Falls
South Dakota
$792K – – –
BFA
263
Beacon Financial Advisory
Ohio
$784K -$61.7K -1,615 -8%
CWM
264
Cahill Wealth Management
Michigan
$778K -$344 -9 -0%
PFA
265
Pure Financial Advisors
California
$773K +$1.57K +41 +0.2%
PFGIA
266
Patriot Financial Group Insurance Agency
Massachusetts
$749K -$4.32K -113 -0.6%
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$732K -$223K -5,833 -24%
CMBA
268
C.M. Bidwell & Associates
Hawaii
$708K – – –
LFAS
269
Level Four Advisory Services
Texas
$702K +$681K +17,822 New
MFWP
270
Mosaic Family Wealth Partners
Missouri
$697K +$16.1K +421 +2%
MG
271
Mather Group
Illinois
$679K -$109K -2,851 -14%
CFO
272
Colony Family Offices
North Carolina
$672K – – –
HWMT
273
Heritage Wealth Management (Texas)
Texas
$671K -$55.2K -1,445 -8%
BC
274
Barrett & Company
Rhode Island
$658K -$77.3K -2,025 -11%
KPWS
275
Kestra Private Wealth Services
Texas
$637K -$4.74K -124 -0.8%
9 10
11
12 13

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.