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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 %
CFD
376
Creative Financial Designs
Indiana
$337K +$1.3K +32 +0.4%
OLVIG
377
Oliver Lagore Vanvalin Investment Group
Michigan
$335K +$204K +5,036 +156%
SAM
378
Smartleaf Asset Management
Massachusetts
$334K +$35.7K +879 +12%
FM
379
Foster & Motley
Ohio
$334K – – –
MADFP
380
Michael A Dubis Financial Planning
Wisconsin
$331K +$331K +8,169 New
SFC
381
Sprinkle Financial Consultants
Colorado
$329K -$13.6K -336 -4%
GSEP
382
Golden State Equity Partners
California
$327K +$327K +8,068 New
FCI
383
Financial Counselors Inc
Kansas
$320K +$320K +7,902 New
BTI
384
Blue Trust Inc
Georgia
$319K – – –
HWMC
385
Heritage Wealth Management (California)
California
$318K -$17.6K -434 -5%
CCMG
386
Clark Capital Management Group
Pennsylvania
$307K +$307K +7,582 New
VF
387
Vawter Financial
Ohio
$303K – – –
FWI
388
Facet Wealth Inc
Maryland
$301K +$26.7K +642 +10%
PWP
389
Perfromance Wealth Partners
Illinois
$298K -$57.7K -1,425 -16%
BIG
390
Builder Investment Group
Georgia
$297K – – –
LKBC
391
L.K. Benson & Company
Maryland
$291K +$291K +7,180 New
PCM
392
Parsons Capital Management
Rhode Island
$286K -$139K -3,439 -33%
MF
393
Montis Financial
Massachusetts
$282K +$35.8K +885 +15%
IFA
394
Index Fund Advisors
California
$282K +$5.55K +137 +2%
LCM
395
Liberty Capital Management
Michigan
$273K – – –
JIC
396
Joel Isaacson & Co
New York
$272K +$1.05K +26 +0.4%
WA
397
Wealthstream Advisors
New York
$265K +$364 +9 +0.1%
PHWM
398
Pine Harbor Wealth Management
Maryland
$265K – – –
GLLW
399
Graves Light Lenhart Wealth
Virginia
$263K – – –
TWC
400
TD Waterhouse Canada
Ontario, Canada
$255K – – –
14 15
16
17 18