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Dimensional US Core Equity Market ETF
DFAU

377 hedge funds and large institutions have $3.31B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 116 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 116

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $2.9B → $3.31B (+$402M)

5% more funds holding in top 10

Funds holding in top 10: 73 → 77 (+4)

1% more funds holding

Funds holding: 372 → 377 (+5)

1.47% less ownership

Funds ownership: 62.87% → 61.4% (-1.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
377
Holders Change
+5
Holders Change %
+1.34%
% of All Funds
5.43%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.11%
New
34
Increased
184
Reduced
116
Closed
24
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
EW
Evoke Wealth
California
+$46M
2
OIA
OneDigital Investment Advisors
Kansas
+$17.1M
3
MFA
Morling Financial Advisors
California
+$14.4M
4
QFA
Quantum Financial Advisors
California
+$13.9M
5
LPL Financial
LPL Financial
California
+$8.58M

Top Sellers

1
AWM
Arista Wealth Management
Nevada
-$36M
2
MWM
Modera Wealth Management
New Jersey
-$23.8M
3
AFS
Annapolis Financial Services
Maryland
-$19.6M
4
Betterment LLC
Betterment LLC
New York
-$8.01M
5
PWM
Perigon Wealth Management
California
-$5.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
326
Index Fund Advisors
California
$249K – – –
EFG
327
Ethos Financial Group
Pennsylvania
$247K +$234K +6,750 New
LCM
328
Liberty Capital Management
Michigan
$246K – – –
AG
329
Ascent Group
Virginia
$240K – – –
PHWM
330
Pine Harbor Wealth Management
Maryland
$239K – – –
GLLW
331
Graves Light Lenhart Wealth
Virginia
$237K -$29.3K -845 -12%
FWI
332
Facet Wealth Inc
Maryland
$237K +$228K +6,587 New
SIMC
333
Squire Investment Management Company
Utah
$230K -$3.12K -90 -1%
TWC
334
TD Waterhouse Canada
Ontario, Canada
$228K – – –
CSWM
335
Cassady Schiller Wealth Management
Ohio
$227K – – –
BWA
336
Blodgett Wealth Advisors
California
$222K – – –
AWAG
337
ARS Wealth Advisors Group
Florida
$218K +$206K +5,960 New
WA
338
Wealthstream Advisors
New York
$217K +$206K +5,941 New
MFGP
339
Marshall Financial Group (Pennsylvania)
Pennsylvania
$211K +$200K +5,774 New
CCA
340
Criterion Capital Advisors
Tennessee
$207K -$11.8K -340 -6%
SWM
341
Soundmark Wealth Management
Washington
$204K +$193K +5,569 New
TWD
342
True Wealth Design
Ohio
$168K – – –
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$133K +$109K +3,142 +617%
Wells Fargo
344
Wells Fargo
California
$95.1K +$79.9K +2,308 +785%
Citigroup
345
Citigroup
New York
$80.7K – – –
OLVIG
346
Oliver Lagore Vanvalin Investment Group
Michigan
$78.2K -$83.6K -2,414 -53%
PFM
347
Phillips Financial Management
Indiana
$70.9K +$35 +1 +0.1%
EA
348
Evolution Advisers
Virginia
$63K – – –
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$61.3K -$49.1K -1,419 -46%
GWM
350
Geneos Wealth Management
Colorado
$59K -$21.3K -615 -28%
12 13
14
15 16

DFAU Hedge Fund Activity: Q1 2024 in Review

377 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q1 2024, worth a combined $3.31B — up 14% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DFAU positions and 24 closed out — a net gain of 10 holders — while 184 added to existing stakes and 116 trimmed.

The largest buyer was Evoke Wealth, opening a new position worth an estimated $46M. The largest seller was Arista Wealth Management, cutting an estimated $36M.

  • 377 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q1 2024, up from 372 in Q4 2023.
  • Funds reported $3.31B of Dimensional US Core Equity Market ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 34 funds opened new Dimensional US Core Equity Market ETF positions in Q1 2024 and 24 closed out, a net change of +10 holders.
  • The largest Dimensional US Core Equity Market ETF buyer in Q1 2024 was Evoke Wealth, an estimated $46M added.
  • The largest Dimensional US Core Equity Market ETF seller in Q1 2024 was Arista Wealth Management, an estimated $36M sold.

Based on aggregated 13F filings for Q1 2024.