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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
385
Holders Change
+8
Holders Change %
+2.12%
% of All Funds
5.56%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.08%
New
29
Increased
195
Reduced
107
Closed
17
Calls
$2.58M
Puts
–
Net Calls
+$2.58M
Net Calls Change
+$2.59M

Top Buyers

Rank Fund Capital Flow
1
AWM
Arista Wealth Management
Nevada
+$44.5M
2
OIA
OneDigital Investment Advisors
Kansas
+$40M
3
LWM
Liberty Wealth Management
California
+$39.9M
4
SFA
Sequoia Financial Advisors
Ohio
+$25.9M
5
AA
Advisory Alpha
Michigan
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
EW
Evoke Wealth
California
-$48.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$19.4M
3
RVPG
Relative Value Partners Group
-$9.56M
4
TFA
Teamwork Financial Advisors
Texas
-$6.58M
5
MWM
Modera Wealth Management
New Jersey
-$5.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
26
Pioneer Wealth Management Group
Texas
$37.1M +$2.69M +74,032 +8%
BJL
27
Brighton Jones LLC
Washington
$37M +$2.62M +72,080 +8%
RRCM
28
Rappaport Reiches Capital Management
Illinois
$32.9M +$2.72M +74,894 +9%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$31.4M -$19.4M -533,351 -39%
TAM
30
TCP Asset Management
Ohio
$31.4M +$1,000K +27,507 +3%
SC
31
Savant Capital
Illinois
$30M +$6.21M +170,947 +27%
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$29.7M +$606K +16,677 +2%
VWA
33
Valued Wealth Advisors
Utah
$28.7M +$657K +18,074 +2%
PWM
34
PBMares Wealth Management
Virginia
$28.4M +$2.74M +75,529 +11%
FCG
35
Financial Connections Group
California
$27.3M +$953K +26,224 +4%
Creative Planning
36
Creative Planning
Kansas
$26.8M +$286K +7,881 +1%
FPAS
37
Focus Partners Advisor Solutions
Missouri
$26.7M +$220K +6,053 +0.9%
TWCA
38
Two West Capital Advisors
Kansas
$26.4M +$25.6M +705,277 New
LWM
39
Liberty Wealth Management
California
$26M +$39.9M +1,099,117 +163%
AA
40
Advisory Alpha
Michigan
$25.2M +$12.2M +335,879 +100%
SHFA
41
SC&H Financial Advisors
Maryland
$25.2M +$1.11M +30,580 +5%
AWM
42
Austin Wealth Management
Texas
$24.4M +$2.15M +59,051 +10%
SFG
43
Sterling Financial Group
California
$23.9M +$1.62M +44,680 +8%
PL
44
Plancorp LLC
Missouri
$23.5M +$6.53M +179,767 +40%
Stifel Financial
45
Stifel Financial
Missouri
$23.1M +$329K +9,057 +1%
HFA
46
Highland Financial Advisors
New Jersey
$22.7M +$2.76M +76,038 +14%
FWM
47
Fonville Wealth Management
Virginia
$22M +$2.77M +76,109 +15%
SIA
48
Spectrum Investment Advisors
Wisconsin
$22M +$697K +19,174 +3%
LPL Financial
49
LPL Financial
California
$22M +$3.55M +97,644 +20%
AFA
50
Alpha Financial Advisors
North Carolina
$20.3M -$440K -12,109 -2%
1
2
3 4 5

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.