Dimensional US Core Equity Market ETF
DFAU
385 hedge funds and large institutions have $3.67B invested in Dimensional US Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 195 increasing their positions, 107 reducing their positions, and 17 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 107
71% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 17
11% more capital invested
Capital invested by funds: $3.31B → $3.67B (+$364M)
2% more funds holding
Funds holding: 377 → 385 (+8)
1.88% more ownership
Funds ownership: 61.4% → 63.28% (+1.9%)
3% less funds holding in top 10
Funds holding in top 10: 77 → 75 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Arista Wealth Management
Las Vegas,
Nevada
|
+$44.5M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$40M |
| 3 |
LWM
Liberty Wealth Management
Oakland,
California
|
+$39.9M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$25.9M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
-$48.5M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$19.4M |
| 3 |
RVPG
Relative Value Partners Group
|
-$9.56M |
| 4 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
-$6.58M |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$5.83M |
DFAU Hedge Fund Activity: Q2 2024 in Review
385 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q2 2024, worth a combined $3.67B — up 11% from $3.31B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new DFAU positions and 17 closed out — a net gain of 12 holders — while 195 added to existing stakes and 107 trimmed.
The largest buyer was Arista Wealth Management, adding an estimated $44.5M. The largest seller was Evoke Wealth, exiting entirely with an estimated $48.5M sold.
- 385 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q2 2024, up from 377 in Q1 2024.
- Funds reported $3.67B of Dimensional US Core Equity Market ETF stock for Q2 2024, up 11% quarter-over-quarter.
- 29 funds opened new Dimensional US Core Equity Market ETF positions in Q2 2024 and 17 closed out, a net change of +12 holders.
- The largest Dimensional US Core Equity Market ETF buyer in Q2 2024 was Arista Wealth Management, an estimated $44.5M added.
- The largest Dimensional US Core Equity Market ETF seller in Q2 2024 was Evoke Wealth, an estimated $48.5M sold.
Based on aggregated 13F filings for Q2 2024.