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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
FFO
451
Fortitude Family Office
Arizona
$16.9K +$41 +1 +0.2%
PS
452
Pinney & Scofield
Massachusetts
$16.8K +$17K +415 New
MAS
453
MPWM Advisory Solutions
Georgia
$15.8K +$15.9K +389 New
HI
454
Harbour Investments
Wisconsin
$9.31K +$980 +24 +12%
SAS
455
Spurstone Advisory Services
Connecticut
$6.56K +$6.62K +162 New
VWM
456
Vermillion Wealth Management
Minnesota
$6.02K +$6.09K +149 New
QC
457
Quent Capital
New York
$4.7K +$204 +5 +5%
HC
458
Hurley Capital
New York
$4.31K +$4.29K +105 New
SIS
459
Sound Income Strategies
Florida
$4.09K – – –
VWWMG
460
Vermillion & White Wealth Management Group
Pennsylvania
$3.73K – – –
ADL
461
Asset Dedication LLC
California
$3.69K -$83.7K -2,048 -96%
WFA
462
West Financial Advisors
Iowa
$2.83K -$817 -20 -22%
S
463
SignatureFD
Georgia
$2.35K – – –
EWA
464
EverSource Wealth Advisors
Alabama
$367 – – –
BOSSRA
465
B.O.S.S. Retirement Advisors
Utah
– -$4.89M -123,121 Closed
TCBWMS
466
Texas Capital Bank Wealth Management Services
Texas
– -$1.95M -49,092 Closed
FTUS
467
Flow Traders U.S.
New York
– -$1.36M -34,283 Closed
Susquehanna International Group
468
Susquehanna International Group
Pennsylvania
– -$1.34M -33,755 Closed
LFAS
469
Level Four Advisory Services
Texas
– -$702K -17,822 Closed
HWP
470
Hibernia Wealth Partners
Louisiana
– -$621K -15,639 Closed
SOAG
471
Silver Oak Advisory Group
Oregon
– -$488K -12,300 Closed
CIBC World Market
472
CIBC World Market
Ontario, Canada
– -$425K -10,700 Closed
AWM
473
Axxcess Wealth Management
California
– -$368K -9,279 Closed
EH
474
Equitable Holdings
New York
– -$203K -5,116 Closed
PS
475
Planned Solutions
California
– -$155K -3,909 Closed
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.