Dimensional ETFs Gain Traction
Institutional Demand Drives Major Increases in Dimensional ETF Holdings by Asset Managers
Anonymous
Key Points
1
Stadion Money Management LLC’s Dimensional International Core Equity Market ETF (DFAI) purchase was quantified in its filing: it increased its position by 35.8% in the fourth quarter, adding 227,617 shares to total 862,586 shares, worth $32,873,000—making DFAI its 11th-largest holding.
2
Other institutions made especially large moves in Dimensional US Core Equity Market ETF (DFAU): Sageworth Trust Co increased its stake by 4,798.5% (to 4,504,629 shares valued at $210,817,000), while Annex Advisory Services LLC and 55 North Private Wealth LLC each opened new positions valued at about $134.3 million and $75.3 million, respectively.
3
The Dimensional International Small Cap ETF (DFIS) that Rothschild Wealth LLC entered (282,037 shares, about $9.29 million) is described as an ETF that “mostly invests in small-cap stocks” in developed markets outside the U.S., with holdings “selected and weighted by market ca...” (i.e., market-cap weighting), and it shows metrics including a market cap of $3.48 billion, P/E of 14.35, and beta of 0.86.
4
For Dimensional International Value ETF (DFIV), Donalies Financial Planning LLC bought 64,314 shares worth about $3.209 million; DFIV also trades with characteristics reported in the article such as a market cap of $19.61 billion, P/E of 12.09, beta of 0.67, and a 1-year range from $41.90 to $56.31.
Stadion Money Management LLC boosted its stake in the Dimensional International Core Equity Market ETF (DFAI) by 35.8% in the fourth quarter of 2025, adding 227,617 shares to bring its total to 862,586 shares worth $32.87 million. The purchase made DFAI Stadion's 11th-largest holding, part of a broader wave of institutional buying in Dimensional Fund Advisors' ETF lineup.
Other institutions made even bigger moves. Sageworth Trust Co grew its position in the Dimensional US Core Equity Market ETF (DFAU) by 4,798.5%, reaching 4,504,629 shares valued at $210.8 million. Annex Advisory Services and 55 North Private Wealth each opened new DFAU positions worth about $134.3 million and $75.3 million, respectively.
Stadion Lifts DFAI to Top-15 Portfolio Slot
Stadion Money Management, a Georgia-based firm focused on risk-managed strategies, added 227,617 shares of DFAI during Q4 2025. That 35.8% increase pushed the fund's total value to $32.87 million. By making DFAI its 11th-largest holding, Stadion signaled a clear shift toward low-cost, internationally diversified equity exposure through the ETF wrapper, according to Ticker Report.
DFAI tracks a broad basket of international developed-market stocks using a market-cap-weighted, factor-tilted approach. Factor investing means the fund targets stocks with traits — like low price relative to earnings — that have historically produced stronger returns. This "systematic active" style sits between a pure index fund and a traditional stock-picker.
Sageworth's Near-50-Fold DFAU Surge Leads the Pack
Sageworth Trust Co made the most dramatic move of the filing cycle. It increased its DFAU stake by 4,798.5%, ending the quarter with 4,504,629 shares worth $210.8 million. That kind of jump typically signals a full portfolio re-allocation — either from cash or a competing fund — into a new core position, according to Watchlist News.
DFAU gives investors broad exposure to U.S. stocks with tilts toward value and profitability factors. Two other firms — Annex Advisory Services and 55 North Private Wealth — also entered DFAU for the first time. Their combined new investment topped $209 million, suggesting DFAI and DFAU are becoming default "core" choices for new institutional money.
Rothschild and Donalies Target International Small-Cap and Value
Rothschild Wealth LLC opened a new position in the Dimensional International Small Cap ETF (DFIS), buying 282,037 shares worth about $9.29 million. DFIS focuses on small companies in developed markets outside the U.S. It carries a beta of 0.86, meaning it tends to move less than the broader international market — a defensive trait that fits a wealth-preservation firm like Rothschild.
Donalies Financial Planning LLC entered two Dimensional funds at once. It bought 64,314 shares of the Dimensional International Value ETF (DFIV), worth about $3.21 million, and also added a position in the Dimensional International Sustainability Core 1 ETF. DFIV trades at a P/E ratio of 12.09 — well below the broad market — and its 1-year price range ran from $41.90 to $56.31, according to Ticker Report.
A Bigger Shift: Why Institutions Are Choosing Dimensional ETFs
Dimensional Fund Advisors began converting its mutual funds into ETFs in 2020 and 2021. The move opened the door to firms that could not meet high mutual fund minimums before. ETFs also handle taxes more efficiently than mutual funds, letting managers avoid passing capital gains bills to clients.
The heavy buying across DFAI, DFAU, DFIS, and DFIV points to a shared thesis among these institutions: U.S. stocks look expensive, and international markets — especially small-cap and value stocks — offer better potential returns over the next decade. All four funds use systematic, rules-based methods to build their portfolios, giving investors a middle path between high-fee active managers and plain index funds, according to Watchlist News.
Sentiment
Mostly PositiveNEGATIVENEUTRALPOSITIVE
Publishers
14
Articles
1
Reach
15
A
AnonymousAuthor
