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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 %
CFA
276
Capstone Financial Advisors
Illinois
$1.26M +$77 +2 +0%
FPCG
277
Forum Private Client Group
Indiana
$1.25M +$91.5K +2,381 +8%
LWM
278
Lakeridge Wealth Management
Ohio
$1.15M -$206K -5,368 -15%
LFA
279
Lauterbach Financial Advisors
Texas
$1.15M -$3.38K -88 -0.3%
EAM
280
Evanson Asset Management
California
$1.13M +$115 +3 +0%
WRPWM
281
Werba Rubin Papier Wealth Management
California
$1.12M +$930K +24,189 +483%
YWM
282
Yoder Wealth Management
California
$1.1M -$125K -3,260 -10%
FS
283
Financial Symmetry
North Carolina
$1.08M +$160K +4,164 +17%
UWM
284
USAdvisors Wealth Management
Minnesota
$1.04M -$847K -22,061 -45%
PFS
285
Prospera Financial Services
Texas
$1.04M +$249K +6,480 +32%
CPA
286
Cardiff Park Advisors
California
$1.03M +$38 +1 +0%
IFPG
287
Intrepid Financial Planning Group
Indiana
$1.02M -$77.2K -2,007 -7%
SIMC
288
Squire Investment Management Company
Utah
$1.02M +$327K +8,500 +47%
CFB
289
Cullen/Frost Bankers
Texas
$936K -$384K -10,000 -29%
GWM
290
Geneos Wealth Management
Colorado
$906K +$808K +21,010 +822%
DAS
291
Dynamic Advisor Solutions
Arizona
$880K -$115K -2,997 -12%
IAG
292
Investment Advisory Group
Massachusetts
$856K +$15.9K +414 +2%
SCM
293
SOL Capital Management
Maryland
$854K – – –
CIAS
294
CFS Investment Advisory Services
New Jersey
$825K +$17.5K +455 +2%
S4W
295
Solutions 4 Wealth
Texas
$822K – – –
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$822K -$83.2K -2,164 -9%
MFWP
297
Mosaic Family Wealth Partners
Missouri
$821K +$86.8K +2,257 +12%
SF
298
SageOak Financial
Oklahoma
$820K -$899K -23,400 -52%
EWA
299
Exencial Wealth Advisors
Oklahoma
$817K -$32K -832 -4%
OC
300
Optima Capital
Oregon
$812K +$239K +6,223 +42%
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