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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.

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
1
Essential Planning
New Hampshire
$3.18B
2
EFP
2
Elser Financial Planning
Indiana
$80.3M
3
HIF
3
Hill Island Financial
Michigan
$47.3M
4
SMM
4
Stadion Money Management
Georgia
$37.8M
5
OIA
5
OneDigital Investment Advisors
Kansas
$127M

Top Sellers

1
SFG
1
Sterling Financial Group
California
$3.96M
2
WANY
2
Wealthspire Advisors (New York)
New York
$32.3M
3
BA
3
BCM Advisors
Louisiana
$55.6M
4
SFS
4
Sowell Financial Services
Arkansas
$5.54M
5
BOSSRA
5
B.O.S.S. Retirement Advisors
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Savant Capital
Illinois
$43.1M +$2.73M +67,425 +7%
Mariner
27
Mariner
Kansas
$41.6M -$889K -21,944 -2%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$41M +$6.19M +152,808 +18%
RRCM
29
Rappaport Reiches Capital Management
Illinois
$41M +$2.67M +65,971 +7%
BJL
30
Brighton Jones LLC
Washington
$40.1M +$3.98M +98,296 +11%
ACP
31
Aveo Capital Partners
Colorado
$38.9M -$1.78M -43,894 -4%
SWA
32
Sterling Wealth Advisors
Florida
$38.4M +$38.4M +949,403 New
SMM
33
Stadion Money Management
Georgia
$37.8M +$37.8M +934,719 New
PWM
34
PBMares Wealth Management
Virginia
$36M +$1.37M +33,714 +4%
AWM
35
Austin Wealth Management
Texas
$35.6M +$6.24M +150,535 +21%
TAM
36
TCP Asset Management
Ohio
$34.8M +$770K +19,027 +2%
YWM
37
Yardley Wealth Management
Pennsylvania
$34.1M +$5.54M +137,134 +19%
Kovitz Investment Group Partners
38
Kovitz Investment Group Partners
Illinois
$32.6M +$4.69M +115,945 +17%
WANY
39
Wealthspire Advisors (New York)
New York
$32.3M -$17.8M -439,659 -36%
PL
40
Plancorp LLC
Missouri
$32.2M +$6.83M +168,680 +27%
LWM
41
Liberty Wealth Management
California
$30.5M +$1.41M +34,877 +5%
FMWA
42
Forvis Mazars Wealth Advisors
Missouri
$30.2M -$1.17M -29,013 -4%
CW
43
Curio Wealth
Maryland
$30.2M +$30.2M +745,322 New
VWA
44
Valued Wealth Advisors
Utah
$30.1M +$86.9K +2,145 +0.3%
AA
45
Advisory Alpha
Michigan
$30M +$1.55M +38,351 +5%
FPAS
46
Focus Partners Advisor Solutions
Missouri
$29.9M +$2.25M +55,463 +8%
FCG
47
Financial Connections Group
California
$29.7M +$735K +18,155 +3%
SHFA
48
SC&H Financial Advisors
Maryland
$29.6M +$1.1M +27,131 +4%
QFA
49
Quantum Financial Advisors
California
$29.3M +$5.03M +124,178 +21%
TWCA
50
Two West Capital Advisors
Kansas
$28.7M -$3.35M -82,759 -10%
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