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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 Market Value Shares Shares
Change 		Shares
Change %
AF
76
Advisornet Financial
Minnesota
$19.5M 482,603 +80,854 +20%
Bank of America
77
Bank of America
North Carolina
$19.2M 474,202 +5,525 +1%
AssetMark Inc
78
AssetMark Inc
California
$18.4M 454,052 -10,568 -2%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$17.9M 441,411 +19,993 +5%
UBS Group
80
UBS Group
Switzerland
$17.7M 437,886 +404,030 +1,193%
MCM
81
MAI Capital Management
Ohio
$17.6M 434,465 +34,679 +9%
TFO
82
Timonier Family Office
North Carolina
$17.2M 425,930 +425,930 New
Two Sigma Investments
83
Two Sigma Investments
New York
$17.2M 423,900 +423,900 New
AFGAS
84
Allegiance Financial Group Advisory Services
Virginia
$16.9M 417,707 +22,265 +6%
ZF
85
Zhang Financial
Michigan
$16.8M 414,809 +2,236 +0.5%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$16.8M 414,431 +186,193 +82%
PWM
87
Perigon Wealth Management
California
$16.4M 400,214 +1,093 +0.3%
TIM
88
Tortoise Investment Management
New York
$16.2M 399,416 +9,803 +3%
PWA
89
Physician Wealth Advisors
Utah
$15.6M 386,192 +11,394 +3%
CFO
90
CVA Family Office
Colorado
$15.3M 379,095 +39,924 +12%
PMIM
91
Prudent Man Investment Management
Colorado
$15.3M 378,207 +378,207 New
SWA
92
Sax Wealth Advisors
New Jersey
$14.7M 362,648 -39,844 -10%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$14.6M 360,580 +16,471 +5%
LWA
94
Ledgewood Wealth Advisors
New Hampshire
$13.8M 340,406 +14,884 +5%
JWA
95
JFS Wealth Advisors
Pennsylvania
$13.5M 332,403 -7,291 -2%
WCWM
96
Willow Creek Wealth Management
California
$13.2M 326,065 +4,268 +1%
GPWA
97
Great Point Wealth Advisors
Massachusetts
$13.1M 322,337 -1,790 -0.6%
SSC
98
Syverson Strege & Co
Iowa
$12.3M 304,345 -290 -0.1%
TCM
99
Tassel Capital Management
North Carolina
$11.9M 293,570 +293,570 New
SFS
100
Security Financial Services
Indiana
$11.8M 291,738 -47,771 -14%
2 3
4
5 6