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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 %
FVIM
426
Fort Vancouver Investment Management
Washington
$102K – – –
KPP
427
Kings Path Partners
Texas
$95.2K – – –
Citigroup
428
Citigroup
New York
$89.4K – – –
SIM
429
Synergy Investment Management
Florida
$81K +$81K +2,000 New
LOIP
430
Live Oak Investment Partners
Texas
$79.6K – – –
PFM
431
Phillips Financial Management
Indiana
$78.8K +$81 +2 +0.1%
EA
432
Evolution Advisers
Virginia
$68K – – –
CF
433
Conquis Financial
California
$66.6K +$66.6K +1,646 New
GRP
434
Global Retirement Partners
California
$66K +$32.4K +799 +96%
OCM
435
Orion Capital Management
California
$58.5K +$58.5K +1,444 New
AT
436
Arlington Trust
Alabama
$55.7K +$55.7K +1,376 New
ACA
437
Atlas Capital Advisors
Wyoming
$48.7K – – –
PS
438
Principal Securities
Iowa
$44.9K +$30.1K +743 +204%
MFT
439
Moisand Fitzgerald Tamayo
Florida
$43.5K -$1.26K -31 -3%
NP
440
NorthRock Partners
Minnesota
$40.6K +$1.94K +48 +5%
Jones Financial Companies
441
Jones Financial Companies
Missouri
$38.8K +$38.8K +958 New
Bank of Montreal
442
Bank of Montreal
Ontario, Canada
$32.5K -$486 -12 -1%
MSFP
443
Mark Sheptoff Financial Planning
Connecticut
$31.2K – – –
Comerica Bank
444
Comerica Bank
Texas
$29.2K – – –
SIC
445
Salem Investment Counselors
North Carolina
$27.7K +$9.92K +245 +56%
CCMI
446
Creative Capital Management Investments
California
$20.6K -$19.5K -482 -49%
SPIA
447
Steward Partners Investment Advisory
New York
$17.5K – – –
FFO
448
Fortitude Family Office
Arizona
$16.9K +$41 +1 +0.2%
PS
449
Pinney & Scofield
Massachusetts
$16.8K +$16.8K +415 New
MAS
450
MPWM Advisory Solutions
Georgia
$15.8K +$15.8K +389 New
16 17
18
19 20