We are live on ! Find out more
DFAU icon

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
BCA
326
Bay Capital Advisors
Virginia
$585K +$590K +14,438 New
SWM
327
Sanctuary Wealth Management
Idaho
$576K -$561K -13,734 -49%
Envestnet Portfolio Solutions
328
Envestnet Portfolio Solutions
Illinois
$573K -$654 -16 -0.1%
PP
329
Patten & Patten
Tennessee
$565K – – –
AWP
330
Axis Wealth Partners
Rhode Island
$560K +$565K +13,833 New
MFC
331
Morris Financial Concepts
South Carolina
$556K +$39K +955 +7%
DF
332
DecisionPoint Financial
Arizona
$550K +$13K +319 +2%
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$538K -$409K -10,021 -43%
EA
334
Eclectic Associates
California
$537K +$542K +13,257 New
RWM
335
Rockwood Wealth Management
Pennsylvania
$534K – – –
CWS
336
Cypress Wealth Services
California
$533K +$572 +14 +0.1%
EFG
337
Ethos Financial Group
Pennsylvania
$533K +$11.6K +284 +2%
TWP
338
Total Wealth Planning
Ohio
$529K -$28.8K -705 -5%
DWM
339
Dopkins Wealth Management
New York
$524K +$529K +12,953 New
AP
340
Aspect Partners
Virginia
$521K -$81.7K -2,000 -13%
KAM
341
Kraft Asset Management
Tennessee
$519K -$116K -2,846 -18%
LG
342
LAM Group
Oregon
$508K +$1.02K +25 +0.2%
SCA
343
Strathmore Capital Advisors
North Carolina
$507K +$512K +12,521 New
Financial Engines Advisors
344
Financial Engines Advisors
California
$505K +$222K +5,430 +77%
MG
345
Mather Group
Illinois
$503K -$191K -4,668 -27%
FFP
346
Freedom Financial Partners
Minnesota
$482K +$486K +11,892 New
BOC
347
Blue Oak Capital
California
$478K +$482K +11,800 New
BWA
348
BCU Wealth Advisors
Illinois
$477K -$3.29M -80,652 -87%
EB
349
Emprise Bank
Kansas
$475K +$135K +3,296 +39%
TP
350
Tranquility Partners
Tennessee
$463K +$2.33K +57 +0.5%
12 13
14
15 16

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.