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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
MWM
151
Mattern Wealth Management
Kansas
$5.99M +$95.2K +2,330 +2%
HIA
152
HTG Investment Advisors
Connecticut
$5.85M +$10.4K +254 +0.2%
HR
153
Hardy Reed
Mississippi
$5.69M – – –
HWM
154
HFG Wealth Management
Texas
$5.6M +$96.2K +2,355 +2%
SFS
155
Sowell Financial Services
Arkansas
$5.54M -$7.96M -194,839 -59%
MPCL
156
My Personal CFO LLC
Washington
$5.53M +$1.49M +36,395 +36%
CIAS
157
Capital Investment Advisory Services
North Carolina
$5.49M -$67.2K -1,644 -1%
CW
158
CreativeOne Wealth
Kansas
$5.37M -$5.39K -132 -0.1%
GAM
159
GEM Asset Management
Michigan
$5.35M +$122K +2,983 +2%
PAS
160
Park Avenue Securities
New York
$5.23M +$602K +14,744 +13%
HWM
161
Heirloom Wealth Management
Colorado
$5.11M -$172K -4,206 -3%
FIA
162
Foundations Investment Advisors
Arizona
$4.92M +$541K +13,236 +12%
PAM
163
Prodigy Asset Management
Nebraska
$4.88M +$4.92M +120,553 New
CPW
164
Catalyst Private Wealth
California
$4.85M +$113K +2,764 +2%
T
165
Tableaux
Massachusetts
$4.8M +$4.84M +118,494 New
DADC
166
D.A. Davidson & Co
Montana
$4.78M +$89.9K +2,200 +2%
ALWM
167
Andrews Lucia Wealth Management
California
$4.76M -$69.5K -1,701 -1%
SRCM
168
Signature Resources Capital Management
California
$4.7M -$61.3K -1,501 -1%
RK
169
Rather & Kittrell
Tennessee
$4.57M -$95.2K -2,330 -2%
Truist Financial
170
Truist Financial
North Carolina
$4.49M +$138K +3,370 +3%
QCIG
171
Quad-Cities Investment Group
Iowa
$4.35M +$363K +8,878 +9%
SFC
172
SYM Financial Corp
Indiana
$4.33M +$58.9K +1,442 +1%
ST
173
Sageworth Trust
Pennsylvania
$4.07M -$83.9K -2,053 -2%
RA
174
RFG Advisory
Alabama
$4.04M +$333K +8,148 +9%
CA
175
Claris Advisors
Missouri
$4.03M -$61.8K -1,512 -1%
5 6
7
8 9

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.