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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
VPP
351
Vertex Planning Partners
Illinois
$462K +$41.1K +1,005 +10%
SPC
352
Sigma Planning Corp
Michigan
$449K +$453K +11,097 New
PTC
353
Private Trust Company
Ohio
$449K – – –
PWIA
354
Porter White Investment Advisors
Alabama
$436K +$1.43K +35 +0.3%
VPIM
355
Vanguard Personalized Indexing Management
California
$432K +$211K +5,155 +93%
RWM
356
Rialto Wealth Management
New York
$431K +$435K +10,636 New
UWPG
357
Ullmann Wealth Partners Group
Florida
$427K +$1.19K +29 +0.3%
AC
358
Annandale Capital
Texas
$414K +$6.25K +153 +2%
GA
359
Greenspring Advisors
Maryland
$411K -$27K -660 -6%
PAG
360
Private Advisory Group
Washington
$410K +$414K +10,124 New
EFS
361
Essex Financial Services
Connecticut
$406K -$9.8K -240 -2%
OFS
362
OneAscent Financial Services
Alabama
$403K +$406K +9,946 New
TI
363
tru Independence
Oregon
$401K +$1.27K +31 +0.3%
GWS
364
Glassman Wealth Services
Virginia
$399K +$42.9K +1,050 +12%
Fidelity Investments
365
Fidelity Investments
Massachusetts
$395K +$359K +8,793 +906%
DFS
366
Dixon Fnancial Services
California
$394K -$24.3K -596 -6%
RWM
367
Ruedi Wealth Management
Illinois
$394K +$123 +3 +0%
SC
368
Shearwater Capital
Colorado
$385K -$2.45K -60 -0.6%
CAS
369
Coppell Advisory Solutions
Texas
$378K -$10.1K -247 -3%
ASN
370
Advisory Services Network
Georgia
$377K -$151K -3,704 -28%
CSB
371
City State Bank
Iowa
$376K -$6.66K -163 -2%
WFA
372
WMG Financial Advisors
Tennessee
$374K -$9.76K -239 -3%
AIM
373
Archer Investment Management
Texas
$359K +$362K +8,870 New
PA
374
Parallel Advisors
California
$358K – – –
AWS
375
Atria Wealth Solutions
New York
$355K -$4.04K -99 -1%
13 14
15
16 17

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.