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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 %
MWM
151
Mattern Wealth Management
Kansas
$5.99M +$94.3K +2,330 +2%
HIA
152
HTG Investment Advisors
Connecticut
$5.85M +$10.3K +254 +0.2%
HR
153
Hardy Reed
Mississippi
$5.69M – – –
HWM
154
HFG Wealth Management
Texas
$5.6M +$93.5K +2,355 +2%
SFS
155
Sowell Financial Services
Arkansas
$5.54M -$7.89M -194,839 -59%
MPCL
156
My Personal CFO LLC
Washington
$5.53M +$1.47M +36,395 +36%
CIAS
157
Capital Investment Advisory Services
North Carolina
$5.49M -$66.6K -1,644 -1%
CW
158
CreativeOne Wealth
Kansas
$5.37M -$5.35K -132 -0.1%
GAM
159
GEM Asset Management
Michigan
$5.35M +$121K +2,983 +2%
PAS
160
Park Avenue Securities
New York
$5.23M +$597K +14,744 +13%
HWM
161
Heirloom Wealth Management
Colorado
$5.11M -$170K -4,206 -3%
FIA
162
Foundations Investment Advisors
Arizona
$4.92M +$536K +13,236 +12%
PAM
163
Prodigy Asset Management
Nebraska
$4.88M +$4.88M +120,553 New
CPW
164
Catalyst Private Wealth
California
$4.85M +$112K +2,764 +2%
T
165
Tableaux
Massachusetts
$4.8M +$4.8M +118,494 New
DADC
166
D.A. Davidson & Co
Montana
$4.78M +$89.1K +2,200 +2%
ALWM
167
Andrews Lucia Wealth Management
California
$4.76M -$67.5K -1,701 -1%
SRCM
168
Signature Resources Capital Management
California
$4.7M -$60.8K -1,501 -1%
RK
169
Rather & Kittrell
Tennessee
$4.57M -$94.3K -2,330 -2%
Truist Financial
170
Truist Financial
North Carolina
$4.49M +$136K +3,370 +3%
QCIG
171
Quad-Cities Investment Group
Iowa
$4.35M +$359K +8,878 +9%
SFC
172
SYM Financial Corp
Indiana
$4.33M +$58.4K +1,442 +1%
ST
173
Sageworth Trust
Pennsylvania
$4.07M -$83.1K -2,053 -2%
RA
174
RFG Advisory
Alabama
$4.04M +$330K +8,148 +9%
CA
175
Claris Advisors
Missouri
$4.03M -$61.2K -1,512 -1%
5 6
7
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