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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

473 hedge funds and large institutions have $4.86B invested in Dimensional US Core Equity Market ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 234 increasing their positions, 135 reducing their positions, and 19 closing their positions.

Holders
473
Holders Change
+13
Holders Change %
+2.83%
% of All Funds
6.43%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.4%
New
38
Increased
234
Reduced
135
Closed
19
Calls
$1.2M
Puts
$38K
Net Calls
+$1.17M
Net Calls Change
+$1.16M

Top Buyers

1
HWM
1
Hemington Wealth Management
Virginia
$85.9M
2
RW
2
RVW Wealth
California
$107M
3
PWMG
3
Pioneer Wealth Management Group
Texas
$46.3M
4
SFA
4
Sequoia Financial Advisors
Ohio
$216M
5
KA
5
Kure Advisory
Minnesota
$19.7M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$30.7M
2
EP
2
Essential Planning
New Hampshire
$48.2M
3
EFP
3
Elser Financial Planning
Indiana
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$19.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TWCA
51
Two West Capital Advisors
Kansas
$27.4M 750,905 +41,389 +6%
AA
52
Advisory Alpha
Michigan
$27.3M 709,044 -30,936 -4%
HFA
53
Highland Financial Advisors
New Jersey
$26.1M 678,652 +42,375 +7%
Creative Planning
54
Creative Planning
Kansas
$25.9M 674,737 -20,068 -3%
KFGG
55
Keystone Financial Group (Georgia)
Georgia
$24.5M 639,454 +42,872 +7%
V
56
VeraBank
Texas
$24.3M 633,292 +56,115 +10%
QFA
57
Quantum Financial Advisors
California
$23.4M 608,406 -115,451 -16%
PWS
58
Physician Wealth Solutions
Nevada
$23.3M 606,706 -31,005 -5%
SIA
59
Spectrum Investment Advisors
Wisconsin
$23.2M 603,830 +4,999 +0.8%
NA
60
Note Advisors
New York
$23.2M 603,188 +109,379 +22%
BHWM
61
Bay Harbor Wealth Management
Maryland
$23.2M 602,733 +21,994 +4%
AF
62
Advisornet Financial
Minnesota
$22.8M 594,300 +111,697 +23%
AA
63
ACT Advisors
North Carolina
$22.6M 589,138 +67,342 +13%
Stifel Financial
64
Stifel Financial
Missouri
$22.6M 586,977 +1,484 +0.3%
MWML
65
M Wealth Management LLC
California
$22.4M 581,830 -75,159 -11%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$22.2M 576,272 +161,841 +39%
TFO
67
Timonier Family Office
North Carolina
$22M 571,372 +145,442 +34%
SDWIA
68
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$21.7M 565,805 +21,177 +4%
AC
69
AWM Capital
Arizona
$21.1M 549,305 +41,793 +8%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$20.8M 540,607 +7,067 +1%
SRWM
71
Shira Ridge Wealth Management
California
$20.2M 525,614 +4,297 +0.8%
MFA
72
Morling Financial Advisors
California
$19.7M 512,961 +10,297 +2%
KA
73
Kure Advisory
Minnesota
$19.7M 511,368 +511,368 New
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$19.4M 503,594 -242,814 -33%
HIG
75
Heritage Investment Group
Florida
$19.3M 501,450 +3,840 +0.8%
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3
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