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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

492 hedge funds and large institutions have $5.71B invested in Dimensional US Core Equity Market ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 232 increasing their positions, 158 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+19
Holders Change %
+4.02%
% of All Funds
6.6%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
44
Increased
232
Reduced
158
Closed
16
Calls
$2.59M
Puts
$26K
Net Calls
+$2.56M
Net Calls Change
+$1.4M

Top Buyers

1
RW
1
RVW Wealth
California
$183M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$87.9M
3
SFA
3
Sequoia Financial Advisors
Ohio
$282M
4
CW
4
Curio Wealth
Maryland
$34.9M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$83.2M

Top Sellers

1
Betterment LLC
1
Betterment LLC
New York
$28.4M
2
IA
2
IFP Advisors
Florida
$4.43M
3
HWM
3
HB Wealth Management
Georgia
$57.9M
4
AWA
4
Aquire Wealth Advisors
Utah
$147M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$54.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
226
Legacy Capital Wealth Partners
Arkansas
$2.66M +$2.66M +62,827 New
MWM
227
Meritas Wealth Management
California
$2.63M -$101K -2,387 -4%
EWA
228
Elevate Wealth Advisory
Georgia
$2.5M +$378K +8,933 +18%
CFA
229
Capstone Financial Advisors
Illinois
$2.5M +$1.11M +26,153 +80%
NA
230
NewEdge Advisors
Louisiana
$2.49M +$160K +3,773 +7%
RCAG
231
Rehmann Capital Advisory Group
Michigan
$2.46M -$3.98K -94 -0.2%
SPA
232
Shore Point Advisors
New Jersey
$2.46M +$86.3K +2,037 +4%
AFG
233
Altiora Financial Group
Ohio
$2.45M +$234K +5,535 +11%
RFP
234
RCS Financial Planning
Maryland
$2.43M -$16.7K -394 -0.7%
CL
235
Choreo LLC
Illinois
$2.39M +$2.39M +56,414 New
FCBT
236
First Citizens Bank & Trust
North Carolina
$2.39M – – –
AIA
237
AssuredPartners Investment Advisors
Florida
$2.37M -$99.8K -2,355 -4%
IC
238
IEQ Capital
California
$2.34M +$3.94K +93 +0.2%
CWP
239
Concord Wealth Partners
Virginia
$2.31M +$1.69M +39,794 +272%
CAMV
240
Concord Asset Management (Virginia)
Virginia
$2.31M +$2.31M +54,416 New
LI
241
LRI Investments
Florida
$2.25M -$1.23K -29 -0.1%
CPA
242
Capital Performance Advisors
California
$2.22M -$22.3K -526 -1%
GCM
243
G2 Capital Management
Ohio
$2.21M +$187K +4,412 +9%
PFG
244
Pinnacle Financial Group
Illinois
$2.18M -$526K -12,429 -19%
CFA
245
Cahill Financial Advisors
Minnesota
$2.16M – – –
VP
246
Verisail Partners
Georgia
$2.06M – – –
PWM
247
Parkshore Wealth Management
California
$2M -$139K -3,271 -6%
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$1.94M +$105K +2,490 +6%
HA
249
Herold Advisors
New York
$1.93M +$153K +3,611 +9%
CWA
250
Cascade Wealth Advisors
Washington
$1.89M +$1.89M +43,365 New
8 9
10
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