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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 %
SFG
176
Sterling Financial Group
California
$3.96M -$21.8M -538,741 -85%
JWM
177
JDH Wealth Management
California
$3.93M +$3.93M +97,155 New
Baird Financial Group
178
Baird Financial Group
Wisconsin
$3.92M +$368K +9,082 +10%
SWM
179
SpringVest Wealth Management
Texas
$3.89M +$3.89M +96,055 New
RS
180
Retirement Solution
Washington
$3.88M -$752K -18,582 -16%
HSG
181
Helen Stephens Group
Texas
$3.86M -$540K -13,347 -12%
DW
182
Dodds Wealth
Colorado
$3.84M +$10.8K +257 +0.3%
AWM
183
Apollon Wealth Management
South Carolina
$3.8M -$114K -2,815 -3%
CL
184
COWA LLC
Oklahoma
$3.76M -$631K -15,590 -14%
WC
185
Wolfstich Capital
Massachusetts
$3.72M +$3.72M +91,783 New
QHA
186
Quarry Hill Advisors
Minnesota
$3.58M -$260K -6,422 -7%
AC
187
Apella Capital
Connecticut
$3.57M +$1.5K +37 +0%
VPF
188
Vantage Point Financial
Illinois
$3.51M +$3.51M +86,654 New
RSWA
189
Robinson Smith Wealth Advisors
Maine
$3.49M +$486K +11,993 +16%
I
190
INVST
Indiana
$3.36M +$731K +18,055 +28%
1WA
191
180 Wealth Advisors
Washington
$3.28M +$90.5K +2,235 +3%
WW
192
Waterfront Wealth
Kansas
$3.18M +$8.54K +211 +0.3%
RLIM
193
Red Lighthouse Investment Management
New York
$3.16M +$4.09K +101 +0.1%
SWP
194
Stratos Wealth Partners
Ohio
$3.15M -$338K -8,353 -10%
EF
195
Exeter Financial
Arizona
$3.06M +$12.3K +304 +0.4%
SFG
196
Seamount Financial Group
Colorado
$3.03M -$196K -4,838 -6%
MWM
197
Melfa Wealth Management
Massachusetts
$2.96M +$3.6K +89 +0.1%
WIA
198
World Investment Advisors
California
$2.93M +$116K +2,877 +4%
IAG
199
Investmark Advisory Group
Connecticut
$2.93M -$231K -5,695 -7%
KAS
200
Kestra Advisory Services
Texas
$2.93M -$1.12M -27,703 -28%
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