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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 %
FNBSF
301
First National Bank Sioux Falls
South Dakota
$788K -$19.6K -483 -2%
LAMC
302
Longview Asset Management (California)
California
$781K +$781K +19,282 New
MFWP
303
Mosaic Family Wealth Partners
Missouri
$774K +$62.4K +1,542 +9%
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$763K -$1.46K -36 -0.2%
VI
305
VanderPol Investments
Michigan
$750K -$2.15M -52,984 -74%
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$746K +$427K +10,546 +134%
SIMC
307
Squire Investment Management Company
Utah
$728K +$376K +9,290 +107%
CMBA
308
C.M. Bidwell & Associates
Hawaii
$722K – – –
TAM
309
Titleist Asset Management
Texas
$722K +$722K +17,822 New
EM
310
ELCO Management
New York
$696K +$60.7K +1,500 +10%
HWMT
311
Heritage Wealth Management (Texas)
Texas
$687K +$1.98K +49 +0.3%
CFO
312
Colony Family Offices
North Carolina
$685K – – –
FOR
313
Family Office Research
Maryland
$662K +$662K +16,352 New
AIC
314
Allodium Investment Consultants
Minnesota
$657K +$657K +16,228 New
KPWS
315
Kestra Private Wealth Services
Texas
$656K +$6.84K +169 +1%
BC
316
Barrett & Company
Rhode Island
$656K -$16.1K -397 -2%
SA
317
Stewardship Advisors
Pennsylvania
$655K +$83.9K +2,073 +15%
RF
318
RHS Financial
California
$624K – – –
CFG
319
Cooper Financial Group
California
$623K -$4.21K -104 -0.7%
SFWA
320
Summit Financial Wealth Advisors
Louisiana
$621K -$6.41K -155 -1%
OC
321
Optima Capital
Oregon
$604K +$604K +14,905 New
EIA
322
Eldridge Investment Advisors
New Hampshire
$592K +$121 +3 +0%
CWP
323
Concord Wealth Partners
Virginia
$591K +$2.19K +54 +0.4%
BCA
324
Bay Capital Advisors
Virginia
$585K +$585K +14,438 New
SWM
325
Sanctuary Wealth Management
Idaho
$576K -$556K -13,734 -49%
11 12
13
14 15