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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 %
PTC
351
Private Trust Company
Ohio
$449K – – –
PWIA
352
Porter White Investment Advisors
Alabama
$436K +$1.42K +35 +0.3%
VPIM
353
Vanguard Personalized Indexing Management
California
$432K +$209K +5,155 +93%
RWM
354
Rialto Wealth Management
New York
$431K +$431K +10,636 New
UWPG
355
Ullmann Wealth Partners Group
Florida
$427K +$1.17K +29 +0.3%
AC
356
Annandale Capital
Texas
$414K +$6.19K +153 +2%
GA
357
Greenspring Advisors
Maryland
$411K -$26.7K -660 -6%
PAG
358
Private Advisory Group
Washington
$410K +$410K +10,124 New
EFS
359
Essex Financial Services
Connecticut
$406K -$9.72K -240 -2%
OFS
360
OneAscent Financial Services
Alabama
$403K +$403K +9,946 New
TI
361
tru Independence
Oregon
$401K +$1.26K +31 +0.3%
GWS
362
Glassman Wealth Services
Virginia
$399K +$42.5K +1,050 +12%
Fidelity Investments
363
Fidelity Investments
Massachusetts
$395K +$356K +8,793 +906%
DFS
364
Dixon Fnancial Services
California
$394K -$24.1K -596 -6%
RWM
365
Ruedi Wealth Management
Illinois
$394K +$121 +3 +0%
SC
366
Shearwater Capital
Colorado
$385K -$2.43K -60 -0.6%
CAS
367
Coppell Advisory Solutions
Texas
$378K -$10K -247 -3%
ASN
368
Advisory Services Network
Georgia
$377K -$150K -3,704 -28%
CSB
369
City State Bank
Iowa
$376K -$6.6K -163 -2%
WFA
370
WMG Financial Advisors
Tennessee
$374K -$9.68K -239 -3%
AIM
371
Archer Investment Management
Texas
$359K +$359K +8,870 New
PA
372
Parallel Advisors
California
$358K – – –
AWS
373
Atria Wealth Solutions
New York
$355K -$4.01K -99 -1%
PCM
374
Peirce Capital Management
Texas
$345K – – –
WCM
375
Warburton Capital Management
Oklahoma
$343K +$343K +8,479 New
13 14
15
16 17