DFAU icon

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 %
LFGO
101
Legacy Financial Group (Oklahoma)
Oklahoma
$11.7M 287,896 -2,161 -0.7%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$11.6M 285,285 +11,607 +4%
CCA
103
Clarity Capital Advisors
Florida
$11.2M 277,550 +9,978 +4%
IWC
104
Integrated Wealth Concepts
Massachusetts
$11.2M 276,285 +82,405 +43%
FWS
105
FinDec Wealth Services
California
$11.1M 275,356 -54,607 -17%
CB
106
Centennial Bank
Arkansas
$10.9M 268,743 -2,767 -1%
FFG
107
First Financial Group
North Carolina
$10.1M 249,473 +249,473 New
CWM
108
Cherrydale Wealth Management
New Jersey
$9.88M 243,995 +913 +0.4%
Raymond James Financial
109
Raymond James Financial
Florida
$9.84M 243,055 +243,055 New
JTWM
110
Jackson Thornton Wealth Management
Alabama
$9.51M 234,927 +9,570 +4%
WAM
111
Weinberger Asset Management
California
$9.02M 222,870 +14,191 +7%
WP
112
WMS Partners
Maryland
$8.92M 220,314 -934 -0.4%
LW
113
Lauer Wealth
Indiana
$8.88M 219,340 +3,322 +2%
Cerity Partners
114
Cerity Partners
New York
$8.77M 216,711 +29,029 +15%
MCA
115
Maryland Capital Advisors
Maryland
$8.77M 216,666 +15,460 +8%
USCWA
116
U.S. Capital Wealth Advisors
Texas
$8.66M 213,906 +507 +0.2%
GJIA
117
Glass Jacobson Investment Advisors
Maryland
$8.65M 213,602 +3,450 +2%
SIS
118
Strategic Investment Solutions
Illinois
$8.65M 220,133 +23,030 +12%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$8.49M 209,778 +2,398 +1%
MML Investors Services
120
MML Investors Services
Massachusetts
$8.3M 205,088 +3,419 +2%
FWM
121
FMB Wealth Management
California
$8.29M 204,845 +6,071 +3%
PAM
122
Pacific Asset Management
Washington
$8.23M 203,178 +203,178 New
FFA
123
Farther Finance Advisors
California
$8.21M 202,772 -9,838 -5%
CPIG
124
Chicago Partners Investment Group
Illinois
$8.09M 198,428 -109,368 -36%
HCM
125
Hutchinson Capital Management
California
$8.09M 199,701 +17,531 +10%
3 4
5
6 7