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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

473 hedge funds and large institutions have $4.86B invested in Dimensional US Core Equity Market ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 234 increasing their positions, 135 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+13
Holders Change %
+2.83%
% of All Funds
6.43%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.4%
New
38
Increased
234
Reduced
135
Closed
19
Calls
$1.2M
Puts
$38K
Net Calls
+$1.17M
Net Calls Change
+$1.16M

Top Buyers

1
HWM
Hemington Wealth Management
Virginia
$85.9M
2
RW
RVW Wealth
California
$107M
3
SFA
Sequoia Financial Advisors
Ohio
$216M
4
OIA
OneDigital Investment Advisors
Kansas
$136M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$77.4M

Top Sellers

1
CW
Curio Wealth
Maryland
$30.7M
2
EP
Essential Planning
New Hampshire
$48.2M
3
EFP
Elser Financial Planning
Indiana
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
176
Truist Financial
North Carolina
$4.28M +$14.3K +372 +0.3%
SFC
177
SYM Financial Corp
Indiana
$4.16M +$53K +1,378 +1%
CA
178
Claris Advisors
Missouri
$4.1M +$276K +7,179 +7%
ADL
179
Asset Dedication LLC
California
$4.06M +$4.06M +105,523 +115,959%
AC
180
Apella Capital
Connecticut
$4.04M +$752K +20,178 +23%
WIA
181
World Investment Advisors
California
$4.03M +$1.25M +32,413 +45%
SIM
182
Stratos Investment Management
Ohio
$3.98M +$3.98M +103,598 New
Baird Financial Group
183
Baird Financial Group
Wisconsin
$3.96M +$240K +6,240 +6%
I
184
INVST
Indiana
$3.95M +$763K +19,846 +24%
KIG
185
Kennedy Investment Group
New Jersey
$3.86M +$1.82M +47,389 +89%
ST
186
Sageworth Trust
Pennsylvania
$3.8M -$70.1K -1,823 -2%
Morgan Stanley
187
Morgan Stanley
New York
$3.77M -$2.06M -53,658 -35%
WW
188
Waterfront Wealth
Kansas
$3.72M +$703K +18,285 +23%
CPW
189
Catalyst Private Wealth
California
$3.7M -$900K -23,406 -20%
LOPW
190
Live Oak Private Wealth
North Carolina
$3.7M +$2.19M +57,006 +146%
SWM
191
SpringVest Wealth Management
Texas
$3.64M -$48.2K -1,253 -1%
RSWA
192
Robinson Smith Wealth Advisors
Maine
$3.63M +$319K +8,303 +10%
SFG
193
Sterling Financial Group
California
$3.54M -$217K -5,638 -6%
WC
194
Wolfstich Capital
Massachusetts
$3.53M – – –
FFG
195
Fiduciary Financial Group
California
$3.49M +$2.44M +67,950 +233%
VPF
196
Vantage Point Financial
Illinois
$3.49M +$157K +4,081 +5%
RS
197
Retirement Solution
Washington
$3.47M -$208K -5,413 -6%
AWM
198
Apollon Wealth Management
South Carolina
$3.47M -$138K -3,584 -4%
EF
199
Exeter Financial
Arizona
$3.36M +$458K +11,911 +16%
BSSFA
200
Baron Silver Stevens Financial Advisors
Florida
$3.32M +$803K +20,877 +32%
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