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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 %
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
$573K -$648 -16 -0.1%
PP
327
Patten & Patten
Tennessee
$565K – – –
AWP
328
Axis Wealth Partners
Rhode Island
$560K +$560K +13,833 New
MFC
329
Morris Financial Concepts
South Carolina
$556K +$38.7K +955 +7%
DF
330
DecisionPoint Financial
Arizona
$550K +$12.9K +319 +2%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$538K -$406K -10,021 -43%
EA
332
Eclectic Associates
California
$537K +$537K +13,257 New
RWM
333
Rockwood Wealth Management
Pennsylvania
$534K – – –
CWS
334
Cypress Wealth Services
California
$533K +$567 +14 +0.1%
EFG
335
Ethos Financial Group
Pennsylvania
$533K +$11.5K +284 +2%
TWP
336
Total Wealth Planning
Ohio
$529K -$28.5K -705 -5%
DWM
337
Dopkins Wealth Management
New York
$524K +$524K +12,953 New
AP
338
Aspect Partners
Virginia
$521K -$81K -2,000 -13%
KAM
339
Kraft Asset Management
Tennessee
$519K -$117K -2,846 -18%
LG
340
LAM Group
Oregon
$508K +$1.01K +25 +0.2%
SCA
341
Strathmore Capital Advisors
North Carolina
$507K +$507K +12,521 New
Financial Engines Advisors
342
Financial Engines Advisors
California
$505K +$220K +5,430 +77%
MG
343
Mather Group
Illinois
$503K -$189K -4,668 -27%
FFP
344
Freedom Financial Partners
Minnesota
$482K +$482K +11,892 New
BOC
345
Blue Oak Capital
California
$478K +$478K +11,800 New
BWA
346
BCU Wealth Advisors
Illinois
$477K -$3.27M -80,652 -87%
EB
347
Emprise Bank
Kansas
$475K +$133K +3,296 +39%
TP
348
Tranquility Partners
Tennessee
$463K +$2.31K +57 +0.5%
VPP
349
Vertex Planning Partners
Illinois
$462K +$40.7K +1,005 +10%
SPC
350
Sigma Planning Corp
Michigan
$449K +$449K +11,097 New
12 13
14
15 16