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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
PHWM
401
Pine Harbor Wealth Management
Maryland
$265K – – –
GLLW
402
Graves Light Lenhart Wealth
Virginia
$263K – – –
TWC
403
TD Waterhouse Canada
Ontario, Canada
$255K – – –
CSWM
404
Cassady Schiller Wealth Management
Ohio
$252K – – –
MWM
405
Momentous Wealth Management
Washington
$248K +$251K +6,136 New
Fisher Asset Management
406
Fisher Asset Management
Washington
$248K +$251K +6,133 New
BWA
407
Blodgett Wealth Advisors
California
$246K – – –
HIGP
408
Hill Investment Group Partners
Missouri
$245K -$3.02K -74 -1%
AG
409
Ascent Group
Virginia
$245K -$21.4K -524 -8%
AWAG
410
ARS Wealth Advisors Group
Florida
$241K – – –
Neuberger Berman Group
411
Neuberger Berman Group
New York
$237K – – –
IPW
412
IronBridge Private Wealth
Texas
$235K +$238K +5,814 New
AAS
413
Avantax Advisory Services
Texas
$214K +$216K +5,282 New
CCA
414
Criterion Capital Advisors
Tennessee
$212K – – –
LAMNM
415
Longview Asset Management (New Mexico)
New Mexico
$212K +$214K +5,239 New
HA
416
Huntleigh Advisors
Missouri
$211K +$213K +5,220 New
CWM
417
Cornerstone Wealth Management
Missouri
$211K +$213K +5,210 New
LWM
418
Lodestone Wealth Management
Washington
$210K +$817 +20 +0.4%
BAM
419
BOS Asset Management
Illinois
$209K – – –
Ameriprise
420
Ameriprise
Minnesota
$208K +$4.04K +99 +2%
WRPWM
421
Werba Rubin Papier Wealth Management
California
$203K +$205K +5,008 New
Qube Research & Technologies (QRT)
422
Qube Research & Technologies (QRT)
United Kingdom
$187K +$78.7K +1,927 +71%
TWD
423
True Wealth Design
Ohio
$186K – – –
PFA
424
Pillar Financial Advisors
Kentucky
$155K +$157K +3,831 New
WSFS
425
Wilmington Savings Fund Society
Delaware
$153K – – –
15 16
17
18 19

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.