Dimensional US Core Equity Market ETF
DFAU
398 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, 195 increasing their positions, 123 reducing their positions, and 14 closing their positions.
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
59% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 123
12% more capital invested
Capital invested by funds: $3.67B → $4.11B (+$438M)
3% more funds holding
Funds holding: 386 → 398 (+12)
0.07% less ownership
Funds ownership: 63.33% → 63.25% (-0.07%)
3% less funds holding in top 10
Funds holding in top 10: 75 → 73 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$63.9M |
| 2 |
EW
Evoke Wealth
Los Angeles,
California
|
+$62.2M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
+$47.2M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$26.3M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
-$62.7M |
| 2 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$40.3M |
| 3 |
KA
Kure Advisory
Plymouth,
Minnesota
|
-$19.4M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$12.8M |
| 5 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
-$3.7M |
DFAU Hedge Fund Activity: Q3 2024 in Review
398 of the 6,978 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 14 closed out — a net gain of 15 holders — while 195 added to existing stakes and 123 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.
- 398 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q3 2024, up from 386 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 14 closed out, a net change of +15 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.