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Dimensional US Core Equity Market ETF
DFAU

396 hedge funds and large institutions have $4.11B invested in Dimensional US Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 194 increasing their positions, 122 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

59% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 122

12% more capital invested

Capital invested by funds: $3.67B → $4.11B (+$438M)

3% more funds holding

Funds holding: 385 → 396 (+11)

0.07% less ownership

Funds ownership: 63.28% → 63.21% (-0.07%)

3% less funds holding in top 10

Funds holding in top 10: 75 → 73 (-2)

Holders
396
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.69%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.05%
New
29
Increased
194
Reduced
122
Closed
15
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$2.58M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$63.9M
2
EW
Evoke Wealth
California
+$62.2M
3
WANY
Wealthspire Advisors (New York)
New York
+$47.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$26.3M
5
AF
Allworth Financial
California
+$18.9M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$62.7M
2
LWM
Liberty Wealth Management
California
-$40.3M
3
KA
Kure Advisory
Minnesota
-$19.4M
4
MWM
Modera Wealth Management
New Jersey
-$12.8M
5
BJL
Brighton Jones LLC
Washington
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
376
Moisand Fitzgerald Tamayo
Florida
$43.9K – – –
CCMI
377
Creative Capital Management Investments
California
$39.3K – – –
Fidelity Investments
378
Fidelity Investments
Massachusetts
$38.5K +$37K +969 +96,900%
NP
379
NorthRock Partners
Minnesota
$37.9K +$36.4K +954 New
GRP
380
Global Retirement Partners
California
$33K +$76 +2 +0.2%
Bank of Montreal
381
Bank of Montreal
Ontario, Canada
$32.2K – – –
MSFP
382
Mark Sheptoff Financial Planning
Connecticut
$30.6K – – –
Comerica Bank
383
Comerica Bank
Texas
$28.6K – – –
Simplex Trading
384
Simplex Trading
Illinois
$27K +$26.5K +695 New
SIC
385
Salem Investment Counselors
North Carolina
$17.4K -$12.6K -329 -43%
SPIA
386
Steward Partners Investment Advisory
New York
$17.1K – – –
FFO
387
Fortitude Family Office
Arizona
$16.5K +$38 +1 +0.2%
PS
388
Principal Securities
Iowa
$14.5K +$13.9K +365 New
HI
389
Harbour Investments
Wisconsin
$8.18K +$649 +17 +9%
QC
390
Quent Capital
New York
$4.41K +$840 +22 +25%
HNB
391
Huntington National Bank
Ohio
$4.23K – – –
SIS
392
Sound Income Strategies
Florida
$4.01K +$3.82K +100 +10,000%
VWWMG
393
Vermillion & White Wealth Management Group
Pennsylvania
$3.65K – – –
WFA
394
West Financial Advisors
Iowa
$3.57K – – –
BHWM
395
Beaird Harris Wealth Management
Texas
$2.7K – – –
S
396
SignatureFD
Georgia
$2.3K – – –
EWA
397
EverSource Wealth Advisors
Alabama
$360 -$2.1K -55 -86%
EFP
398
Elser Financial Planning
Indiana
– -$62.7M -1,671,168 Closed
KA
399
Kure Advisory
Minnesota
– -$19.4M -516,616 Closed
Two Sigma Investments
400
Two Sigma Investments
New York
– -$3.06M -81,600 Closed
13 14 15
16
17

DFAU Hedge Fund Activity: Q3 2024 in Review

396 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q3 2024, worth a combined $4.11B — up 12% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DFAU positions and 15 closed out — a net gain of 14 holders — while 194 added to existing stakes and 122 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $63.9M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $62.7M sold.

  • 396 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q3 2024, up from 385 in Q2 2024.
  • Funds reported $4.11B of Dimensional US Core Equity Market ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 29 funds opened new Dimensional US Core Equity Market ETF positions in Q3 2024 and 15 closed out, a net change of +14 holders.
  • The largest Dimensional US Core Equity Market ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $63.9M added.
  • The largest Dimensional US Core Equity Market ETF seller in Q3 2024 was Elser Financial Planning, an estimated $62.7M sold.

Based on aggregated 13F filings for Q3 2024.