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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

460 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 89 funds opening new positions, 203 increasing their positions, 117 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+65
Holders Change %
+16.46%
% of All Funds
6.13%
Holding in Top 10
96
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+31.51%
% of All Funds
1.28%
New
89
Increased
203
Reduced
117
Closed
16
Calls
$27K
Puts
$16K
Net Calls
+$11K
Net Calls Change
+$9K

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$3.18B
2
EFP
2
Elser Financial Planning
Indiana
$80.3M
3
HIF
3
Hill Island Financial
Michigan
$47.3M
4
SMM
4
Stadion Money Management
Georgia
$37.8M
5
OIA
5
OneDigital Investment Advisors
Kansas
$127M

Top Sellers

1
SFG
1
Sterling Financial Group
California
$3.96M
2
WANY
2
Wealthspire Advisors (New York)
New York
$32.3M
3
BA
3
BCM Advisors
Louisiana
$55.6M
4
SFS
4
Sowell Financial Services
Arkansas
$5.54M
5
BOSSRA
5
B.O.S.S. Retirement Advisors
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
226
Altiora Financial Group
Ohio
$2.12M +$7.33K +181 +0.3%
SFP
227
SwitchPoint Financial Planning
Utah
$2.1M +$2.1M +51,903 New
EWA
228
Elevate Wealth Advisory
Georgia
$2.1M -$26.6K -658 -1%
EWP
229
Elevation Wealth Partners
California
$2.09M +$645K +15,928 +45%
FA
230
Financial Alternatives
California
$2.09M – – –
WA
231
Waverly Advisors
Alabama
$2.07M -$18.2K -450 -0.9%
PWM
232
Parkshore Wealth Management
California
$2.05M +$2.05M +50,735 New
UWM
233
USAdvisors Wealth Management
Minnesota
$1.99M +$60.7K +1,500 +3%
OPS
234
Orion Portfolio Solutions
Nebraska
$1.98M -$24.1K -596 -1%
BCI
235
Brinker Capital Investments
Pennsylvania
$1.98M -$24.1K -596 -1%
AIA
236
AssuredPartners Investment Advisors
Florida
$1.98M +$1.98M +48,780 New
VP
237
Verisail Partners
Georgia
$1.97M +$1.97M +48,538 New
GCM
238
G2 Capital Management
Ohio
$1.83M +$43.3K +1,069 +2%
Renaissance Technologies
239
Renaissance Technologies
New York
$1.82M +$1.82M +45,000 New
LWM
240
Lionshead Wealth Management
New York
$1.81M +$1.81M +44,775 New
SF
241
SageOak Financial
Oklahoma
$1.81M +$1.81M +44,719 New
HighTower Advisors
242
HighTower Advisors
Illinois
$1.8M -$3.97K -98 -0.2%
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$1.79M +$5.1K +126 +0.3%
Wealthfront Advisers
244
Wealthfront Advisers
California
$1.69M +$60.1K +1,484 +4%
Wells Fargo
245
Wells Fargo
California
$1.66M +$1.31M +32,430 +375%
BI
246
Beckerman Institutional
New Jersey
$1.6M -$60.5K -1,494 -4%
LOPW
247
Live Oak Private Wealth
North Carolina
$1.59M +$1.59M +39,179 New
RIM
248
Rockbridge Investment Management
New York
$1.55M +$269K +6,648 +21%
TC
249
TownSquare Capital
Utah
$1.51M +$41.4K +1,023 +3%
KP
250
Keel Point
Alabama
$1.51M -$41.2K -1,017 -3%
8 9
10
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