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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

490 hedge funds and large institutions have $5.71B invested in Dimensional US Core Equity Market ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 232 increasing their positions, 158 reducing their positions, and 16 closing their positions.

Holders
490
Holders Change
+17
Holders Change %
+3.59%
% of All Funds
6.58%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
43
Increased
232
Reduced
158
Closed
16
Calls
$2.59M
Puts
$26K
Net Calls
+$2.56M
Net Calls Change
+$1.4M

Top Buyers

1
RW
1
RVW Wealth
California
$183M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$87.9M
3
SFA
3
Sequoia Financial Advisors
Ohio
$282M
4
CW
4
Curio Wealth
Maryland
$34.9M
5
MPW
5
MASECO Private Wealth
$32.1M

Top Sellers

1
ACP
1
Aveo Capital Partners
Colorado
$0
2
Betterment LLC
2
Betterment LLC
New York
$28.4M
3
IA
3
IFP Advisors
Florida
$4.43M
4
HWM
4
HB Wealth Management
Georgia
$57.9M
5
AWA
5
Aquire Wealth Advisors
Utah
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
SRWM
76
Shira Ridge Wealth Management
California
$21.7M 513,147 -12,467 -2%
EFP
77
Envision Financial Planning
Tennessee
$20.9M 493,050 -1,651 -0.3%
Bank of America
78
Bank of America
North Carolina
$20.9M 492,415 +12,308 +3%
MWM
79
Mission Wealth Management
California
$20.7M 488,074 +13,400 +3%
AFGAS
80
Allegiance Financial Group Advisory Services
Virginia
$20.4M 481,620 +34,004 +8%
Osaic Holdings
81
Osaic Holdings
Arizona
$20.1M 481,321 +15,769 +3%
SWA
82
Sax Wealth Advisors
New Jersey
$19.5M 460,202 +74,595 +19%
CA
83
Claris Advisors
Missouri
$19.4M 456,829 +350,139 +328%
UBS Group
84
UBS Group
Switzerland
$18.3M 432,609 -17,357 -4%
CFO
85
CVA Family Office
Colorado
$17.9M 422,690 +51,350 +14%
PWMG
86
Private Wealth Management Group
New Jersey
$17.8M 420,275 +97,586 +30%
JWA
87
JFS Wealth Advisors
Pennsylvania
$17.5M 414,266 +69,935 +20%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$17.4M 411,806 -164,466 -29%
PWM
89
Perigon Wealth Management
California
$17.4M 409,663 +11,316 +3%
PWA
90
Physician Wealth Advisors
Utah
$17.2M 407,023 +6,326 +2%
TIM
91
Tortoise Investment Management
New York
$16.2M 382,201 -20,065 -5%
FMWA
92
Forvis Mazars Wealth Advisors
Missouri
$16M 376,909 -126,685 -25%
WCWM
93
Willow Creek Wealth Management
California
$15.6M 367,975 +22,715 +7%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$15.5M 365,430 -13,550 -4%
PMIM
95
Prudent Man Investment Management
Colorado
$15.2M 376,342 – –
E
96
EntreWealth
Texas
$15.2M 358,703 +101,741 +40%
TCM
97
Tassel Capital Management
North Carolina
$14.9M 352,693 -15,089 -4%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$14.7M 347,364 +32,963 +10%
KAS
99
Kestra Advisory Services
Texas
$14.5M 342,827 +81,343 +31%
LWA
100
Ledgewood Wealth Advisors
New Hampshire
$14.2M 336,100 -1,584 -0.5%
2 3
4
5 6