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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 %
MAMG
251
Milestone Asset Management Group
Connecticut
$1.89M +$202K +4,778 +12%
TLA
252
Tanglewood Legacy Advisors
Texas
$1.8M – – –
RGF
253
Retirement Guys Formula
Ohio
$1.76M -$6.61K -156 -0.4%
MOS
254
MGO One Seven
Ohio
$1.76M -$222K -5,235 -11%
BW
255
Balance Wealth
Ohio
$1.72M -$255K -6,025 -13%
RIM
256
Rockbridge Investment Management
New York
$1.69M +$62.4K +1,474 +4%
WWM
257
Woodside Wealth Management
Massachusetts
$1.67M +$50.2K +1,185 +3%
CWMA
258
Capstone Wealth Management (Alabama)
Alabama
$1.66M +$123K +2,902 +8%
MFGM
259
Marshall Financial Group (Maryland)
Maryland
$1.63M -$276K -6,463 -14%
CPA
260
Cardiff Park Advisors
California
$1.6M +$472K +11,151 +42%
HHWM
261
Hiley Hunt Wealth Management
Nebraska
$1.57M +$54.1K +1,267 +4%
Morgan Stanley
262
Morgan Stanley
New York
$1.57M -$2.59M -61,061 -62%
LFA
263
Lauterbach Financial Advisors
Texas
$1.57M +$305K +7,205 +24%
VPWA
264
Vestia Personal Wealth Advisors
Indiana
$1.55M +$23.7K +559 +2%
FFM
265
Forum Financial Management
Illinois
$1.54M -$297 -7 -0%
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$1.53M +$629K +14,847 +69%
KP
267
Keel Point
Alabama
$1.53M -$33.7K -795 -2%
SA
268
Sincerus Advisory
New York
$1.51M -$14.7K -337 -1%
HighTower Advisors
269
HighTower Advisors
Illinois
$1.5M -$43.1K -1,017 -3%
OW
270
Olistico Wealth
Oklahoma
$1.47M -$5.42K -128 -0.4%
FFWA
271
Forthright Family Wealth Advisory
Texas
$1.45M -$3.18K -75 -0.2%
BI
272
Beckerman Institutional
New Jersey
$1.45M -$194K -4,588 -12%
AWA
273
Acorn Wealth Advisors
Michigan
$1.45M +$254 +6 +0%
WFAG
274
Wescott Financial Advisory Group
Pennsylvania
$1.42M +$2.29K +54 +0.2%
KRW
275
Kaufman Rossin Wealth
Florida
$1.42M -$75.1K -1,773 -5%
9 10
11
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