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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
EWA
426
EP Wealth Advisors
California
$107K -$18.4K -451 -15%
NRG
427
Nemes Rush Group
Michigan
$104K +$105K +2,570 New
GWM
428
Geneos Wealth Management
Colorado
$104K -$18.5K -453 -15%
FVIM
429
Fort Vancouver Investment Management
Washington
$102K – – –
KPP
430
Kings Path Partners
Texas
$95.2K – – –
Citigroup
431
Citigroup
New York
$89.4K – – –
SIM
432
Synergy Investment Management
Florida
$81K +$81.7K +2,000 New
LOIP
433
Live Oak Investment Partners
Texas
$79.6K – – –
PFM
434
Phillips Financial Management
Indiana
$78.8K +$82 +2 +0.1%
EA
435
Evolution Advisers
Virginia
$68K – – –
CF
436
Conquis Financial
California
$66.6K +$67.2K +1,646 New
GRP
437
Global Retirement Partners
California
$66K +$32.6K +799 +96%
OCM
438
Orion Capital Management
California
$58.5K +$59K +1,444 New
AT
439
Arlington Trust
Alabama
$55.7K +$56.2K +1,376 New
ACA
440
Atlas Capital Advisors
Wyoming
$48.7K – – –
PS
441
Principal Securities
Iowa
$44.9K +$30.4K +743 +204%
MFT
442
Moisand Fitzgerald Tamayo
Florida
$43.5K -$1.27K -31 -3%
NP
443
NorthRock Partners
Minnesota
$40.6K +$1.96K +48 +5%
Jones Financial Companies
444
Jones Financial Companies
Missouri
$38.8K +$39.1K +958 New
Bank of Montreal
445
Bank of Montreal
Ontario, Canada
$32.5K -$490 -12 -1%
MSFP
446
Mark Sheptoff Financial Planning
Connecticut
$31.2K – – –
Comerica Bank
447
Comerica Bank
Texas
$29.2K – – –
SIC
448
Salem Investment Counselors
North Carolina
$27.7K +$10K +245 +56%
CCMI
449
Creative Capital Management Investments
California
$20.6K -$19.7K -482 -49%
SPIA
450
Steward Partners Investment Advisory
New York
$17.5K – – –
16 17
18
19 20

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.