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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 %
CSWM
401
Cassady Schiller Wealth Management
Ohio
$252K – – –
MWM
402
Momentous Wealth Management
Washington
$248K +$248K +6,136 New
Fisher Asset Management
403
Fisher Asset Management
Washington
$248K +$248K +6,133 New
BWA
404
Blodgett Wealth Advisors
California
$246K – – –
HIGP
405
Hill Investment Group Partners
Missouri
$245K -$3K -74 -1%
AG
406
Ascent Group
Virginia
$245K -$21.2K -524 -8%
AWAG
407
ARS Wealth Advisors Group
Florida
$241K – – –
Neuberger Berman Group
408
Neuberger Berman Group
New York
$237K – – –
IPW
409
IronBridge Private Wealth
Texas
$235K +$235K +5,814 New
AAS
410
Avantax Advisory Services
Texas
$214K +$214K +5,282 New
CCA
411
Criterion Capital Advisors
Tennessee
$212K – – –
LAMNM
412
Longview Asset Management (New Mexico)
New Mexico
$212K +$212K +5,239 New
HA
413
Huntleigh Advisors
Missouri
$211K +$211K +5,220 New
CWM
414
Cornerstone Wealth Management
Missouri
$211K +$211K +5,210 New
LWM
415
Lodestone Wealth Management
Washington
$210K +$810 +20 +0.4%
BAM
416
BOS Asset Management
Illinois
$209K – – –
Ameriprise
417
Ameriprise
Minnesota
$208K +$4.01K +99 +2%
WRPWM
418
Werba Rubin Papier Wealth Management
California
$203K +$203K +5,008 New
Qube Research & Technologies (QRT)
419
Qube Research & Technologies (QRT)
United Kingdom
$187K +$78K +1,927 +71%
TWD
420
True Wealth Design
Ohio
$186K – – –
PFA
421
Pillar Financial Advisors
Kentucky
$155K +$155K +3,831 New
WSFS
422
Wilmington Savings Fund Society
Delaware
$153K – – –
EWA
423
EP Wealth Advisors
California
$107K -$18.3K -451 -15%
NRG
424
Nemes Rush Group
Michigan
$104K +$104K +2,570 New
GWM
425
Geneos Wealth Management
Colorado
$104K -$18.3K -453 -15%
15 16
17
18 19