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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 %
WTA
276
Washington Trust Advisors
Massachusetts
$1.16M – – –
IFPG
277
Intrepid Financial Planning Group
Indiana
$1.16M -$36K -888 -3%
CWM
278
Congress Wealth Management
Massachusetts
$1.11M +$5.1K +126 +0.5%
CPA
279
Cardiff Park Advisors
California
$1.08M +$81 +2 +0%
VCM
280
Versant Capital Management
Arizona
$1.08M +$3.2K +79 +0.3%
DAS
281
Dynamic Advisor Solutions
Arizona
$1.05M -$14.7K -363 -1%
RFP
282
Root Financial Partners
California
$970K – – –
FS
283
Financial Symmetry
North Carolina
$968K +$202 +5 +0%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$953K +$206K +5,090 +28%
SCM
285
SOL Capital Management
Maryland
$900K +$28.3K +700 +3%
EWA
286
Exencial Wealth Advisors
Oklahoma
$894K +$431K +10,650 +93%
BFA
287
Beacon Financial Advisory
Ohio
$887K +$86.9K +2,147 +11%
IAG
288
Investment Advisory Group
Massachusetts
$885K +$12.1K +298 +1%
CWMA
289
Capstone Wealth Management (Alabama)
Alabama
$875K +$875K +21,609 New
S4W
290
Solutions 4 Wealth
Texas
$866K – – –
MSFS
291
Main Street Financial Solutions
Pennsylvania
$862K – – –
KAM
292
KEB Asset Management
Illinois
$857K -$96.4K -2,382 -10%
CIAS
293
CFS Investment Advisory Services
New Jersey
$850K – – –
WIM
294
Warwick Investment Management
Texas
$835K +$324 +8 +0%
PFS
295
Prospera Financial Services
Texas
$830K +$225K +5,550 +37%
BPWM
296
Black Point Wealth Management
Florida
$823K – – –
GAM
297
Gould Asset Management
California
$814K -$27.5K -680 -3%
CAG
298
Csenge Advisory Group
Florida
$813K -$91.7K -2,265 -10%
CWM
299
Cahill Wealth Management
Michigan
$794K +$81 +2 +0%
PFA
300
Pure Financial Advisors
California
$791K +$2.35K +58 +0.3%
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12
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