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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

473 hedge funds and large institutions have $4.86B invested in Dimensional US Core Equity Market ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 234 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+13
Holders Change %
+2.83%
% of All Funds
6.43%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.4%
New
38
Increased
234
Reduced
135
Closed
19
Calls
$1.2M
Puts
$38K
Net Calls
+$1.17M
Net Calls Change
+$1.16M

Top Buyers

1
HWM
Hemington Wealth Management
Virginia
$85.9M
2
RW
RVW Wealth
California
$107M
3
SFA
Sequoia Financial Advisors
Ohio
$216M
4
OIA
OneDigital Investment Advisors
Kansas
$136M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$77.4M

Top Sellers

1
CW
Curio Wealth
Maryland
$30.7M
2
EP
Essential Planning
New Hampshire
$48.2M
3
EFP
Elser Financial Planning
Indiana
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
226
Shore Point Advisors
New Jersey
$2.15M +$119K +3,088 +6%
NA
227
NewEdge Advisors
Louisiana
$2.12M +$78.1K +2,033 +4%
IC
228
IEQ Capital
California
$2.12M +$2.92K +76 +0.1%
BCI
229
Brinker Capital Investments
Pennsylvania
$2.1M +$224K +5,832 +12%
OPS
230
Orion Portfolio Solutions
Nebraska
$2.1M +$224K +5,832 +12%
WA
231
Waverly Advisors
Alabama
$2.07M +$105K +2,719 +5%
LI
232
LRI Investments
Florida
$2.04M -$10.8K -280 -0.5%
CPA
233
Capital Performance Advisors
California
$2.03M -$4.57K -119 -0.2%
AFG
234
Altiora Financial Group
Ohio
$2.01M +$4.19K +109 +0.2%
SFP
235
SwitchPoint Financial Planning
Utah
$2M – – –
CFA
236
Cahill Financial Advisors
Minnesota
$1.96M -$89.6K -2,332 -4%
PWM
237
Parkshore Wealth Management
California
$1.94M -$7.69K -200 -0.4%
EWA
238
Elevate Wealth Advisory
Georgia
$1.93M -$66.6K -1,732 -3%
FA
239
Financial Alternatives
California
$1.92M -$65.8K -1,712 -3%
CL
240
COWA LLC
Oklahoma
$1.91M -$1.62M -42,620 -46%
VP
241
Verisail Partners
Georgia
$1.87M – – –
KAM
242
KEB Asset Management
Illinois
$1.86M +$1.04M +27,121 +128%
GCM
243
G2 Capital Management
Ohio
$1.83M +$94.5K +2,458 +5%
MOS
244
MGO One Seven
Ohio
$1.79M -$815K -21,204 -31%
BW
245
Balance Wealth
Ohio
$1.79M +$1.79M +46,550 New
LWM
246
Lionshead Wealth Management
New York
$1.73M +$6.15K +160 +0.4%
MFGM
247
Marshall Financial Group (Maryland)
Maryland
$1.71M -$384K -9,983 -18%
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$1.66M -$35.2K -917 -2%
TLA
249
Tanglewood Legacy Advisors
Texas
$1.63M -$606K -15,770 -27%
HA
250
Herold Advisors
New York
$1.62M +$202K +5,242 +14%
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