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

Top Sellers

1
SFG
Sterling Financial Group
California
$3.96M
2
WANY
Wealthspire Advisors (New York)
New York
$32.3M
3
BA
BCM Advisors
Louisiana
$55.6M
4
SFS
Sowell Financial Services
Arkansas
$5.54M
5
BOSSRA
B.O.S.S. Retirement Advisors
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
251
Riverchase Wealth Management
Texas
$1.51M +$1.51M +37,304 New
HA
252
Herold Advisors
New York
$1.49M +$124K +3,067 +9%
FFM
253
Forum Financial Management
Illinois
$1.47M -$5.75K -142 -0.4%
VPWA
254
Vestia Personal Wealth Advisors
Indiana
$1.45M -$4.37K -108 -0.3%
AA
255
Auxano Advisors
Washington
$1.44M -$448K -11,064 -24%
LWM
256
Lakeridge Wealth Management
Ohio
$1.43M -$572K -14,120 -29%
KRW
257
Kaufman Rossin Wealth
Florida
$1.43M +$1.43M +35,232 New
OW
258
Olistico Wealth
Oklahoma
$1.4M -$1.9K -47 -0.1%
AWA
259
Acorn Wealth Advisors
Michigan
$1.4M -$167K -4,115 -11%
CFB
260
Cullen/Frost Bankers
Texas
$1.39M – – –
FFWA
261
Forthright Family Wealth Advisory
Texas
$1.39M -$78.3K -1,933 -5%
Citadel Advisors
262
Citadel Advisors
Florida
$1.39M +$1.39M +34,243 New
SA
263
Sincerus Advisory
New York
$1.38M +$1.38M +33,987 New
OA
264
Oceanside Advisors
South Carolina
$1.37M +$40.9K +1,010 +3%
AIS
265
American Investment Services
Massachusetts
$1.36M -$33.4K -826 -2%
WFAG
266
Wescott Financial Advisory Group
Pennsylvania
$1.36M +$2.96K +73 +0.2%
MAMG
267
Milestone Asset Management Group
Connecticut
$1.35M +$1.35M +33,254 New
BCM
268
Brookstone Capital Management
Illinois
$1.33M +$431K +10,648 +48%
CFA
269
Capstone Financial Advisors
Illinois
$1.33M +$202 +5 +0%
YWM
270
Yoder Wealth Management
California
$1.29M +$86.9K +2,147 +7%
HHWM
271
Hiley Hunt Wealth Management
Nebraska
$1.29M +$9.35K +231 +0.7%
FPCG
272
Forum Private Client Group
Indiana
$1.22M -$233K -5,766 -16%
LFA
273
Lauterbach Financial Advisors
Texas
$1.21M -$57.9K -1,430 -5%
EAM
274
Evanson Asset Management
California
$1.19M +$81 +2 +0%
FFG
275
Fiduciary Financial Group
California
$1.17M +$14.5K +361 +1%
9 10
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