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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
CWM
301
Cahill Wealth Management
Michigan
$794K +$82 +2 +0%
PFA
302
Pure Financial Advisors
California
$791K +$2.37K +58 +0.3%
FNBSF
303
First National Bank Sioux Falls
South Dakota
$788K -$19.7K -483 -2%
LAMC
304
Longview Asset Management (California)
California
$781K +$788K +19,282 New
MFWP
305
Mosaic Family Wealth Partners
Missouri
$774K +$63K +1,542 +9%
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$763K -$1.47K -36 -0.2%
VI
307
VanderPol Investments
Michigan
$750K -$2.16M -52,984 -74%
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$746K +$431K +10,546 +134%
SIMC
309
Squire Investment Management Company
Utah
$728K +$380K +9,290 +107%
CMBA
310
C.M. Bidwell & Associates
Hawaii
$722K – – –
TAM
311
Titleist Asset Management
Texas
$722K +$728K +17,822 New
EM
312
ELCO Management
New York
$696K +$61.3K +1,500 +10%
HWMT
313
Heritage Wealth Management (Texas)
Texas
$687K +$2K +49 +0.3%
CFO
314
Colony Family Offices
North Carolina
$685K – – –
FOR
315
Family Office Research
Maryland
$662K +$668K +16,352 New
AIC
316
Allodium Investment Consultants
Minnesota
$657K +$663K +16,228 New
KPWS
317
Kestra Private Wealth Services
Texas
$656K +$6.9K +169 +1%
BC
318
Barrett & Company
Rhode Island
$656K -$16.2K -397 -2%
SA
319
Stewardship Advisors
Pennsylvania
$655K +$84.7K +2,073 +15%
RF
320
RHS Financial
California
$624K – – –
CFG
321
Cooper Financial Group
California
$623K -$4.25K -104 -0.7%
SFWA
322
Summit Financial Wealth Advisors
Louisiana
$621K -$6.33K -155 -1%
OC
323
Optima Capital
Oregon
$604K +$609K +14,905 New
EIA
324
Eldridge Investment Advisors
New Hampshire
$592K +$123 +3 +0%
CWP
325
Concord Wealth Partners
Virginia
$591K +$2.21K +54 +0.4%
11 12
13
14 15

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.