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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 %
IA
76
IFP Advisors
Florida
$19.2M 498,696 +11,503 +2%
EFP
77
Envision Financial Planning
Tennessee
$19M 494,701 -27,701 -5%
Pathstone Holdings
78
Pathstone Holdings
New Jersey
$18.9M 492,235 +17,230 +4%
MCM
79
MAI Capital Management
Ohio
$18.7M 486,574 +52,109 +12%
Bank of America
80
Bank of America
North Carolina
$18.5M 480,107 +5,905 +1%
MWM
81
Mission Wealth Management
California
$18.2M 474,674 -29,837 -6%
Osaic Holdings
82
Osaic Holdings
Arizona
$17.9M 465,552 +303,434 +187%
UBS Group
83
UBS Group
Switzerland
$17.3M 449,966 +12,080 +3%
AFGAS
84
Allegiance Financial Group Advisory Services
Virginia
$17.2M 447,616 +29,909 +7%
ZF
85
Zhang Financial
Michigan
$17.2M 446,808 +31,999 +8%
AssetMark Inc
86
AssetMark Inc
California
$16.7M 434,142 -19,910 -4%
TIM
87
Tortoise Investment Management
New York
$15.5M 402,266 +2,850 +0.7%
PWA
88
Physician Wealth Advisors
Utah
$15.4M 400,697 +14,505 +4%
PWM
89
Perigon Wealth Management
California
$15.3M 398,347 -1,867 -0.5%
PMIM
90
Prudent Man Investment Management
Colorado
$15.2M 376,342 -1,865 -0.5%
SWA
91
Sax Wealth Advisors
New Jersey
$14.8M 385,607 +22,959 +6%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$14.6M 378,980 +18,400 +5%
CFO
93
CVA Family Office
Colorado
$14.3M 371,340 -7,755 -2%
TCM
94
Tassel Capital Management
North Carolina
$14.1M 367,782 +74,212 +25%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$13.5M 351,630 -89,781 -20%
WCWM
96
Willow Creek Wealth Management
California
$13.3M 345,260 +19,195 +6%
JWA
97
JFS Wealth Advisors
Pennsylvania
$13.2M 344,331 +11,928 +4%
LWA
98
Ledgewood Wealth Advisors
New Hampshire
$13M 337,684 -2,722 -0.8%
PWMG
99
Private Wealth Management Group
New Jersey
$12.4M 322,689 +133,298 +70%
SFS
100
Security Financial Services
Indiana
$12.3M 320,273 +28,535 +10%
2 3
4
5 6