We are live on ! Find out more
DFAU icon

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

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

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
SRWM
51
Shira Ridge Wealth Management
California
$19.9M +$177K +4,871 +0.9%
AC
52
AWM Capital
Arizona
$19.8M -$85.9K -2,363 -0.4%
Bank of America
53
Bank of America
North Carolina
$19.7M +$859K +23,633 +5%
AssetMark Inc
54
AssetMark Inc
California
$19.4M +$646K +17,765 +4%
KA
55
Kure Advisory
Minnesota
$19.4M +$541K +14,890 +3%
PO
56
Private Ocean
California
$18.9M +$50.6K +1,392 +0.3%
QFA
57
Quantum Financial Advisors
California
$18.7M +$109 +3 +0%
AA
58
ACT Advisors
North Carolina
$18.5M -$351K -9,662 -2%
MWM
59
Mission Wealth Management
California
$18.2M -$369K -10,143 -2%
SDWIA
60
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$17.8M -$36.6K -1,007 -0.2%
MFA
61
Morling Financial Advisors
California
$17.7M +$322K +8,865 +2%
HIG
62
Heritage Investment Group
Florida
$17.5M +$13.7K +376 +0.1%
V
63
VeraBank
Texas
$16.9M +$294K +8,086 +2%
IA
64
IFP Advisors
Florida
$16.9M +$2M +54,952 +14%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$16.9M +$989K +27,215 +6%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$16.7M -$3.74M -102,899 -19%
EFP
67
Envision Financial Planning
Tennessee
$16.5M +$318K +8,758 +2%
BHWM
68
Bay Harbor Wealth Management
Maryland
$16.4M +$3.51M +96,715 +28%
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$16M +$1.01M +27,828 +7%
ZF
70
Zhang Financial
Michigan
$15.4M +$15K +414 +0.1%
PWM
71
Perigon Wealth Management
California
$15.1M +$1.59M +43,795 +12%
PWS
72
Physician Wealth Solutions
Nevada
$15.1M +$2.64M +72,584 +22%
SWA
73
Sax Wealth Advisors
New Jersey
$15.1M +$877K +24,143 +6%
PWA
74
Physician Wealth Advisors
Utah
$14.8M +$125K +3,433 +0.9%
TIM
75
Tortoise Investment Management
New York
$14.4M +$706K +19,432 +5%
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.