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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

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
SFA
1
Sequoia Financial Advisors
Ohio
$164M +$25.9M +712,064 +19%
MWM
2
Modera Wealth Management
New Jersey
$151M -$5.83M -160,299 -4%
AWA
3
Aquire Wealth Advisors
Utah
$126M +$5.09M +140,081 +4%
BF
4
Blankinship & Foster
California
$104M -$311K -8,554 -0.3%
KA
5
Kooman & Associates
Pennsylvania
$95.7M +$816K +22,459 +0.9%
AF
6
Allworth Financial
California
$90.6M -$1.03M -28,300 -1%
OIA
7
OneDigital Investment Advisors
Kansas
$77.1M +$40M +1,099,463 +115%
SIG
8
Spinnaker Investment Group
California
$71.8M +$2.89M +79,496 +4%
MWP
9
Meridian Wealth Partners
Pennsylvania
$71.5M +$211K +5,806 +0.3%
AWM
10
Arista Wealth Management
Nevada
$69.5M +$44.5M +1,224,616 +195%
AWM
11
AE Wealth Management
Kansas
$63.3M +$3.26M +89,810 +6%
EFP
12
Elser Financial Planning
Indiana
$62.7M +$60.7M +1,671,168 New
BSW
13
Buckingham Strategic Wealth
Missouri
$62M -$392K -10,777 -0.6%
BA
14
BCM Advisors
Louisiana
$58.6M -$532K -14,630 -0.9%
KF
15
Krilogy Financial
Missouri
$51.1M +$5.05M +139,007 +11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$48.3M +$4.98M +136,972 +12%
Corient Private Wealth
17
Corient Private Wealth
Florida
$48.3M +$2.85M +78,414 +6%
HWM
18
HB Wealth Management
Georgia
$48.2M +$3.09M +85,140 +7%
RW
19
RVW Wealth
California
$46.6M +$131K +3,609 +0.3%
EP
20
Essential Planning
New Hampshire
$45.9M +$1.67M +45,938 +4%
DWM
21
Diversify Wealth Management
Utah
$43.4M +$44.1M +1,212,165 New
W
22
WPWealth
Texas
$42M +$3.12M +85,848 +8%
Betterment LLC
23
Betterment LLC
New York
$41M +$2.53M +69,623 +7%
Mariner
24
Mariner
Kansas
$38M +$3.18M +87,537 +9%
ACP
25
Aveo Capital Partners
Colorado
$37.2M -$721K -19,833 -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.