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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
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 %
Creative Planning
51
Creative Planning
Kansas
$28.1M +$121K +2,978 +0.4%
FWM
52
Fonville Wealth Management
Virginia
$27M +$2.31M +57,093 +9%
MWML
53
M Wealth Management LLC
California
$26.6M +$26.6M +656,989 New
PWS
54
Physician Wealth Solutions
Nevada
$25.8M +$277K +6,851 +1%
HFA
55
Highland Financial Advisors
New Jersey
$25.8M +$467K +11,531 +2%
SIA
56
Spectrum Investment Advisors
Wisconsin
$24.2M +$231K +5,709 +1%
KFGG
57
Keystone Financial Group (Georgia)
Georgia
$24.2M +$24.2M +596,582 New
AFA
58
Alpha Financial Advisors
North Carolina
$24.1M +$446K +11,022 +2%
LPL Financial
59
LPL Financial
California
$23.9M -$1.62M -39,945 -6%
Stifel Financial
60
Stifel Financial
Missouri
$23.7M +$37.3K +920 +0.2%
BHWM
61
Bay Harbor Wealth Management
Maryland
$23.5M +$2.29M +56,661 +11%
V
62
VeraBank
Texas
$23.4M +$4.34M +107,242 +23%
HWM
63
Hemington Wealth Management
Virginia
$23.2M +$2.53M +62,435 +12%
SDWIA
64
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$22.1M +$728K +17,989 +3%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$21.6M +$1.09M +26,923 +5%
EFP
66
Envision Financial Planning
Tennessee
$21.2M +$436K +10,779 +2%
AA
67
ACT Advisors
North Carolina
$21.1M -$270K -6,658 -1%
SRWM
68
Shira Ridge Wealth Management
California
$21.1M -$186K -4,600 -0.9%
AC
69
AWM Capital
Arizona
$20.5M -$115K -2,839 -0.6%
MWM
70
Mission Wealth Management
California
$20.4M +$257K +6,343 +1%
MFA
71
Morling Financial Advisors
California
$20.4M +$441K +10,891 +2%
HIG
72
Heritage Investment Group
Florida
$20.1M +$784K +19,354 +4%
NA
73
Note Advisors
New York
$20M +$20M +493,809 New
IA
74
IFP Advisors
Florida
$19.7M +$198K +4,884 +1%
Pathstone Holdings
75
Pathstone Holdings
New Jersey
$19.6M -$481K -11,637 -2%
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