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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
PCM
376
Peirce Capital Management
Texas
$345K – – –
WCM
377
Warburton Capital Management
Oklahoma
$343K +$346K +8,479 New
CFD
378
Creative Financial Designs
Indiana
$337K +$1.31K +32 +0.4%
OLVIG
379
Oliver Lagore Vanvalin Investment Group
Michigan
$335K +$206K +5,036 +156%
SAM
380
Smartleaf Asset Management
Massachusetts
$334K +$35.9K +879 +12%
FM
381
Foster & Motley
Ohio
$334K – – –
SWM
382
Stark Wealth Management
Pennsylvania
$332K +$335K +8,194 New
MADFP
383
Michael A Dubis Financial Planning
Wisconsin
$331K +$334K +8,169 New
SFC
384
Sprinkle Financial Consultants
Colorado
$329K -$13.7K -336 -4%
GSEP
385
Golden State Equity Partners
California
$327K +$330K +8,068 New
FCI
386
Financial Counselors Inc
Kansas
$320K +$323K +7,902 New
BTI
387
Blue Trust Inc
Georgia
$319K – – –
HWMC
388
Heritage Wealth Management (California)
California
$318K -$17.7K -434 -5%
CCMG
389
Clark Capital Management Group
Pennsylvania
$307K +$310K +7,582 New
VF
390
Vawter Financial
Ohio
$303K – – –
FWI
391
Facet Wealth Inc
Maryland
$301K +$26.2K +642 +10%
PWP
392
Perfromance Wealth Partners
Illinois
$298K -$58.2K -1,425 -16%
BIG
393
Builder Investment Group
Georgia
$297K – – –
LKBC
394
L.K. Benson & Company
Maryland
$291K +$293K +7,180 New
PCM
395
Parsons Capital Management
Rhode Island
$286K -$140K -3,439 -33%
MF
396
Montis Financial
Massachusetts
$282K +$36.2K +885 +15%
IFA
397
Index Fund Advisors
California
$282K +$5.6K +137 +2%
LCM
398
Liberty Capital Management
Michigan
$273K – – –
JIC
399
Joel Isaacson & Co
New York
$272K +$1.06K +26 +0.4%
WA
400
Wealthstream Advisors
New York
$265K +$368 +9 +0.1%
14 15
16
17 18

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.