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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
+$63.9M
2
RW
RVW Wealth
California
+$51M
3
SFA
Sequoia Financial Advisors
Ohio
+$26.3M
4
OIA
OneDigital Investment Advisors
Kansas
+$15.1M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$13.6M

Top Sellers

1
CW
Curio Wealth
Maryland
-$54.3B
2
EP
Essential Planning
New Hampshire
-$2.94B
3
EFP
Elser Financial Planning
Indiana
-$80.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$17.2M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$9.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPCM
326
Cardinal Point Capital Management
Ontario, Canada
$570K +$570K +14,821 New
EIA
327
Eldridge Investment Advisors
New Hampshire
$562K +$77 +2 +0%
CWP
328
Concord Wealth Partners
Virginia
$562K +$1.31K +34 +0.2%
CWM
329
Congress Wealth Management
Massachusetts
$560K -$495K -12,865 -47%
BCA
330
Bay Capital Advisors
Virginia
$555K – – –
Envestnet Portfolio Solutions
331
Envestnet Portfolio Solutions
Illinois
$543K -$1.08K -28 -0.2%
VPP
332
Vertex Planning Partners
Illinois
$538K +$99K +2,576 +23%
EFG
333
Ethos Financial Group
Pennsylvania
$533K – – –
DF
334
DecisionPoint Financial
Arizona
$522K – – –
MFC
335
Morris Financial Concepts
South Carolina
$515K -$12.8K -332 -2%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$506K -$4.61K -120 -0.9%
RWM
337
Rockwood Wealth Management
Pennsylvania
$505K – – –
AWP
338
Axis Wealth Partners
Rhode Island
$503K -$28.6K -743 -5%
PP
339
Patten & Patten
Tennessee
$496K -$40.4K -1,050 -8%
AP
340
Aspect Partners
Virginia
$495K – – –
CWS
341
Cypress Wealth Services
California
$489K -$16.8K -437 -3%
TWP
342
Total Wealth Planning
Ohio
$487K -$14.7K -382 -3%
Financial Engines Advisors
343
Financial Engines Advisors
California
$479K – – –
MG
344
Mather Group
Illinois
$478K – – –
KAM
345
Kraft Asset Management
Tennessee
$472K -$13.3K -345 -3%
LG
346
LAM Group
Oregon
$466K -$15.8K -410 -3%
FFP
347
Freedom Financial Partners
Minnesota
$458K +$577 +15 +0.1%
DWM
348
Dopkins Wealth Management
New York
$456K -$42.4K -1,102 -9%
WFA
349
WMG Financial Advisors
Tennessee
$455K +$100K +2,605 +28%
Fisher Asset Management
350
Fisher Asset Management
Washington
$451K +$215K +5,589 +91%
12 13
14
15 16