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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

492 hedge funds and large institutions have $5.71B invested in Dimensional US Core Equity Market ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 232 increasing their positions, 158 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+19
Holders Change %
+4.02%
% of All Funds
6.6%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.34%
New
44
Increased
232
Reduced
158
Closed
16
Calls
$2.59M
Puts
$26K
Net Calls
+$2.56M
Net Calls Change
+$1.4M

Top Buyers

1
RW
1
RVW Wealth
California
$183M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$87.9M
3
SFA
3
Sequoia Financial Advisors
Ohio
$282M
4
CW
4
Curio Wealth
Maryland
$34.9M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$83.2M

Top Sellers

1
Betterment LLC
1
Betterment LLC
New York
$28.4M
2
IA
2
IFP Advisors
Florida
$4.43M
3
HWM
3
HB Wealth Management
Georgia
$57.9M
4
AWA
4
Aquire Wealth Advisors
Utah
$147M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$54.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
176
Waverly Advisors
Alabama
$5.41M +$3.13M +73,820 +137%
HWM
177
HFG Wealth Management
Texas
$5.32M -$21.8K -567 -0.4%
CPWM
178
Cypress Point Wealth Management
Texas
$5.3M -$1.69M -39,984 -24%
DADC
179
D.A. Davidson & Co
Montana
$5.21M +$48.3K +1,140 +0.9%
ALWM
180
Andrews Lucia Wealth Management
California
$5.17M +$92K +2,172 +2%
CW
181
CreativeOne Wealth
Kansas
$5.07M +$20.4K +482 +0.4%
QCIG
182
Quad-Cities Investment Group
Iowa
$5.06M +$227K +5,359 +5%
RK
183
Rather & Kittrell
Tennessee
$5.01M +$113K +2,672 +2%
SIM
184
Stratos Investment Management
Ohio
$4.87M +$486K +11,481 +11%
SRCM
185
Signature Resources Capital Management
California
$4.82M -$50.8K -1,199 -1%
Truist Financial
186
Truist Financial
North Carolina
$4.81M +$99.2K +2,341 +2%
MCA
187
Magnolia Capital Advisors
Mississippi
$4.79M +$1.31M +30,910 +38%
SFC
188
SYM Financial Corp
Indiana
$4.69M +$105K +2,476 +2%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$4.57M +$1.97M +46,571 +76%
IA
190
IFP Advisors
Florida
$4.43M -$16.7M -394,056 -79%
FFG
191
Fiduciary Financial Group
California
$4.27M +$150K +3,542 +4%
AC
192
Apella Capital
Connecticut
$4.23M -$391K -9,177 -8%
WW
193
Waterfront Wealth
Kansas
$4.23M +$122K +2,885 +3%
ST
194
Sageworth Trust
Pennsylvania
$4.13M -$50.4K -1,190 -1%
TWA
195
TCI Wealth Advisors
Arizona
$4.13M +$4.13M +97,470 New
RSWA
196
Robinson Smith Wealth Advisors
Maine
$4.09M +$82.4K +1,946 +2%
EF
197
Exeter Financial
Arizona
$4.08M +$370K +8,738 +10%
KIG
198
Kennedy Investment Group
New Jersey
$4.05M -$214K -5,050 -5%
CA
199
CGN Advisors
Kansas
$4.03M -$1.84M -43,425 -31%
CL
200
COWA LLC
Oklahoma
$3.88M +$1.78M +42,356 +84%
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