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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
MWG
126
Martin Worley Group
Utah
$8.06M +$8.06M +199,112 New
SCM
127
Sollinda Capital Management
Florida
$8.04M +$646K +15,943 +9%
JCM
128
Jacobi Capital Management
Pennsylvania
$8.03M +$822K +20,295 +11%
PWMG
129
Private Wealth Management Group
New Jersey
$7.67M +$3.2M +78,989 +72%
ATI
130
ARK & TLK Investments
Oklahoma
$7.6M -$96.3K -2,378 -1%
VWA
131
VSM Wealth Advisory
Maryland
$7.53M +$7.53M +186,040 New
AHL
132
Abel Hall LLC
Louisiana
$7.47M -$405 -10 -0%
PAG
133
Private Advisor Group
New Jersey
$7.1M +$189K +4,656 +3%
DPI
134
Diversified Portfolios Inc
Michigan
$7.08M -$170K -4,206 -2%
ACA
135
American Capital Advisory
Idaho
$7.05M +$335K +8,266 +5%
BPA
136
Beacon Pointe Advisors
California
$7.04M +$354K +8,738 +5%
CA
137
CGN Advisors
Kansas
$7.02M +$139K +3,428 +2%
NWM
138
Navigoe Wealth Management
California
$6.97M +$6.97M +172,124 New
CP
139
Canopy Partners
Ohio
$6.84M +$373K +9,201 +6%
CPWM
140
Cypress Point Wealth Management
Texas
$6.84M -$71.5K -1,766 -1%
Osaic Holdings
141
Osaic Holdings
Arizona
$6.56M -$18.5K -457 -0.3%
FWP
142
Firethorn Wealth Partners
Georgia
$6.51M +$1.41M +34,784 +28%
WAN
143
Wealth Advisors Northwest
Oregon
$6.32M +$6.32M +156,019 New
E
144
EntreWealth
Texas
$6.27M +$6.27M +159,439 New
MCM
145
Morton Capital Management
California
$6.26M -$372K -9,183 -6%
CWR
146
Chico Wealth RIA
California
$6.18M – – –
Morgan Stanley
147
Morgan Stanley
New York
$6.14M +$4.99M +123,303 +434%
LWM
148
Level Wealth Management
North Carolina
$6.02M +$6.02M +148,689 New
AWM
149
Aegis Wealth Management
Maryland
$6.02M +$6.02M +148,628 New
OWA
150
Oak Wealth Advisors
Illinois
$6M +$6M +148,086 New
4 5
6
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