We are live on ! Find out more
DFAU icon

Dimensional US Core Equity Market ETF
DFAU

396 hedge funds and large institutions have $4.11B invested in Dimensional US Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 194 increasing their positions, 122 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

59% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 122

12% more capital invested

Capital invested by funds: $3.67B → $4.11B (+$438M)

3% more funds holding

Funds holding: 385 → 396 (+11)

0.07% less ownership

Funds ownership: 63.28% → 63.21% (-0.07%)

3% less funds holding in top 10

Funds holding in top 10: 75 → 73 (-2)

Holders
396
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.69%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.05%
New
29
Increased
194
Reduced
122
Closed
15
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$2.58M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$63.9M
2
EW
Evoke Wealth
California
+$62.2M
3
WANY
Wealthspire Advisors (New York)
New York
+$47.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$26.3M
5
AF
Allworth Financial
California
+$18.9M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$62.7M
2
LWM
Liberty Wealth Management
California
-$40.3M
3
KA
Kure Advisory
Minnesota
-$19.4M
4
MWM
Modera Wealth Management
New Jersey
-$12.8M
5
BJL
Brighton Jones LLC
Washington
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
151
Rehmann Capital Advisory Group
Michigan
$4.3M -$9.13K -239 -0.2%
FIA
152
Foundations Investment Advisors
Arizona
$4.3M +$699K +18,290 +20%
Truist Financial
153
Truist Financial
North Carolina
$4.27M +$1.81M +47,353 +79%
SFC
154
SYM Financial Corp
Indiana
$4.18M +$83.9K +2,197 +2%
ST
155
Sageworth Trust
Pennsylvania
$4.07M -$440K -11,523 -10%
CA
156
Claris Advisors
Missouri
$4.01M -$94.3K -2,468 -2%
MPCL
157
My Personal CFO LLC
Washington
$3.98M -$739K -19,340 -16%
KAS
158
Kestra Advisory Services
Texas
$3.98M -$272K -7,131 -7%
QCIG
159
Quad-Cities Investment Group
Iowa
$3.92M +$224K +5,868 +6%
AWM
160
Apollon Wealth Management
South Carolina
$3.83M -$107K -2,790 -3%
QHA
161
Quarry Hill Advisors
Minnesota
$3.77M -$89.1K -2,333 -2%
BWA
162
BCU Wealth Advisors
Illinois
$3.67M +$633K +16,570 +22%
RA
163
RFG Advisory
Alabama
$3.64M -$660K -17,290 -16%
DW
164
Dodds Wealth
Colorado
$3.63M +$6.04K +158 +0.2%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$3.48M +$1.15M +30,190 +52%
AC
166
Apella Capital
Connecticut
$3.47M -$35.8K -937 -1%
SWP
167
Stratos Wealth Partners
Ohio
$3.41M +$969K +25,378 +42%
SFG
168
Seamount Financial Group
Colorado
$3.16M +$2.87K +75 +0.1%
WW
169
Waterfront Wealth
Kansas
$3.15M +$162K +4,231 +6%
1WA
170
180 Wealth Advisors
Washington
$3.13M +$163K +4,261 +6%
IAG
171
Investmark Advisory Group
Connecticut
$3.1M +$33.8K +884 +1%
RLIM
172
Red Lighthouse Investment Management
New York
$3.1M – – –
EFL
173
ERn Financial LLC
Wisconsin
$3.01M -$584K -15,291 -17%
EF
174
Exeter Financial
Arizona
$2.99M +$5.84K +153 +0.2%
RJA
175
Raymond James & Associates
Florida
$2.97M -$157K -4,108 -5%
5 6
7
8 9

DFAU Hedge Fund Activity: Q3 2024 in Review

396 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q3 2024, worth a combined $4.11B — up 12% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DFAU positions and 15 closed out — a net gain of 14 holders — while 194 added to existing stakes and 122 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $63.9M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $62.7M sold.

  • 396 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q3 2024, up from 385 in Q2 2024.
  • Funds reported $4.11B of Dimensional US Core Equity Market ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 29 funds opened new Dimensional US Core Equity Market ETF positions in Q3 2024 and 15 closed out, a net change of +14 holders.
  • The largest Dimensional US Core Equity Market ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $63.9M added.
  • The largest Dimensional US Core Equity Market ETF seller in Q3 2024 was Elser Financial Planning, an estimated $62.7M sold.

Based on aggregated 13F filings for Q3 2024.