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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 %
RGF
251
Retirement Guys Formula
Ohio
$1.6M -$554K -14,417 -26%
Wealthfront Advisers
252
Wealthfront Advisers
California
$1.59M -$13K -337 -0.8%
MAMG
253
Milestone Asset Management Group
Connecticut
$1.53M +$255K +6,635 +20%
BI
254
Beckerman Institutional
New Jersey
$1.49M -$29.9K -777 -2%
RIM
255
Rockbridge Investment Management
New York
$1.48M +$10.8K +282 +0.7%
WWM
256
Woodside Wealth Management
Massachusetts
$1.47M +$1.47M +38,227 New
KP
257
Keel Point
Alabama
$1.42M -$18.3K -476 -1%
HighTower Advisors
258
HighTower Advisors
Illinois
$1.4M -$307K -7,980 -18%
FFM
259
Forum Financial Management
Illinois
$1.4M +$4.23K +110 +0.3%
BFG
260
Berger Financial Group
Minnesota
$1.4M +$1.4M +36,319 New
CWMA
261
Capstone Wealth Management (Alabama)
Alabama
$1.39M +$560K +14,580 +67%
VPWA
262
Vestia Personal Wealth Advisors
Indiana
$1.38M +$8.88K +231 +0.6%
HHWM
263
Hiley Hunt Wealth Management
Nebraska
$1.38M +$149K +3,869 +12%
TC
264
TownSquare Capital
Utah
$1.37M -$64.3K -1,673 -4%
KRW
265
Kaufman Rossin Wealth
Florida
$1.35M – – –
AA
266
Auxano Advisors
Washington
$1.35M -$19.4K -505 -1%
WTA
267
Washington Trust Advisors
Massachusetts
$1.35M +$241K +6,265 +22%
SA
268
Sincerus Advisory
New York
$1.34M +$33.1K +861 +3%
OW
269
Olistico Wealth
Oklahoma
$1.34M +$2.35K +61 +0.2%
BCM
270
Brookstone Capital Management
Illinois
$1.33M +$71K +1,848 +6%
FFWA
271
Forthright Family Wealth Advisory
Texas
$1.32M – – –
AWA
272
Acorn Wealth Advisors
Michigan
$1.31M -$19.1K -498 -1%
WFAG
273
Wescott Financial Advisory Group
Pennsylvania
$1.29M +$1.69K +44 +0.1%
AIS
274
American Investment Services
Massachusetts
$1.29M -$6.04K -157 -0.5%
OA
275
Oceanside Advisors
South Carolina
$1.28M -$26K -677 -2%
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