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Dimensional US Core Equity Market ETF
DFAU

463 hedge funds and large institutions have $7.88B invested in Dimensional US Core Equity Market ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 203 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,192.3% more ownership

Funds ownership: 63.21% → 1,255.5% (+1,192%)

469% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 16

92% more capital invested

Capital invested by funds: $4.11B → $7.88B (+$3.77B)

72% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 118

69% more call options, than puts

Call options by funds: $27K | Put options by funds: $16K

32% more funds holding in top 10

Funds holding in top 10: 73 → 96 (+23)

17% more funds holding

Funds holding: 396 → 463 (+67)

Holders
463
Holders Change
+67
Holders Change %
+16.92%
% of All Funds
6.1%
Holding in Top 10
96
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+31.51%
% of All Funds
1.26%
New
91
Increased
203
Reduced
118
Closed
16
Calls
$27K
Puts
$16K
Net Calls
+$11K
Net Calls Change
+$9K

Top Buyers

1
EFP
Elser Financial Planning
Indiana
+$80.9B
2
EP
Essential Planning
New Hampshire
+$3.13B
3
HIF
Hill Island Financial
Michigan
+$47.7M
4
SMM
Stadion Money Management
Georgia
+$38.2M
5
OIA
OneDigital Investment Advisors
Kansas
+$24.8M

Top Sellers

1
SFG
Sterling Financial Group
California
-$22M
2
WANY
Wealthspire Advisors (New York)
New York
-$18M
3
BA
BCM Advisors
Louisiana
-$10.4M
4
SFS
Sowell Financial Services
Arkansas
-$7.96M
5
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$4.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
276
Fiduciary Financial Group
California
$1.17M +$14.7K +361 +1%
WTA
277
Washington Trust Advisors
Massachusetts
$1.16M – – –
IFPG
278
Intrepid Financial Planning Group
Indiana
$1.16M -$36.3K -888 -3%
CWM
279
Congress Wealth Management
Massachusetts
$1.11M +$5.15K +126 +0.5%
CPA
280
Cardiff Park Advisors
California
$1.08M +$82 +2 +0%
VCM
281
Versant Capital Management
Arizona
$1.08M +$3.23K +79 +0.3%
DAS
282
Dynamic Advisor Solutions
Arizona
$1.05M -$14.8K -363 -1%
RFP
283
Root Financial Partners
California
$970K – – –
FS
284
Financial Symmetry
North Carolina
$968K +$204 +5 +0%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$953K +$208K +5,090 +28%
SCM
286
SOL Capital Management
Maryland
$900K +$28.6K +700 +3%
EWA
287
Exencial Wealth Advisors
Oklahoma
$894K +$435K +10,650 +93%
BFA
288
Beacon Financial Advisory
Ohio
$887K +$87.7K +2,147 +11%
IAG
289
Investment Advisory Group
Massachusetts
$885K +$12.2K +298 +1%
CWMA
290
Capstone Wealth Management (Alabama)
Alabama
$875K +$883K +21,609 New
S4W
291
Solutions 4 Wealth
Texas
$866K – – –
MSFS
292
Main Street Financial Solutions
Pennsylvania
$862K – – –
KAM
293
KEB Asset Management
Illinois
$857K -$97.3K -2,382 -10%
CIAS
294
CFS Investment Advisory Services
New Jersey
$850K – – –
WIM
295
Warwick Investment Management
Texas
$835K +$327 +8 +0%
PFS
296
Prospera Financial Services
Texas
$830K +$227K +5,550 +37%
BPWM
297
Black Point Wealth Management
Florida
$823K – – –
GAM
298
Gould Asset Management
California
$814K -$27.8K -680 -3%
CAG
299
Csenge Advisory Group
Florida
$813K -$92.5K -2,265 -10%
MWA
300
Medallion Wealth Advisors
Connecticut
$797K +$809K +19,792 New
10 11
12
13 14

DFAU Hedge Fund Activity: Q4 2024 in Review

463 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q4 2024, worth a combined $7.88B — up 92% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DFAU positions and 16 closed out — a net gain of 75 holders — while 203 added to existing stakes and 118 trimmed.

The largest buyer was Elser Financial Planning, opening a new position worth an estimated $80.9B. The largest seller was Sterling Financial Group, cutting an estimated $22M.

  • 463 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q4 2024, up from 396 in Q3 2024.
  • Funds reported $7.88B of Dimensional US Core Equity Market ETF stock for Q4 2024, up 92% quarter-over-quarter.
  • 91 funds opened new Dimensional US Core Equity Market ETF positions in Q4 2024 and 16 closed out, a net change of +75 holders.
  • The largest Dimensional US Core Equity Market ETF buyer in Q4 2024 was Elser Financial Planning, an estimated $80.9B added.
  • The largest Dimensional US Core Equity Market ETF seller in Q4 2024 was Sterling Financial Group, an estimated $22M sold.

Based on aggregated 13F filings for Q4 2024.