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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.

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
SWA
4
Sterling Wealth Advisors
Florida
$38.4M
5
SMM
5
Stadion Money Management
Georgia
$37.8M

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 Market Value Shares Shares
Change 		Shares
Change %
EP
1
Essential Planning
New Hampshire
$3.18B 77,812,926 +76,574,185 +6,182%
SFA
2
Sequoia Financial Advisors
Ohio
$200M 4,944,490 +122,344 +3%
MWM
3
Modera Wealth Management
New Jersey
$147M 3,639,955 -40,522 -1%
AWA
4
Aquire Wealth Advisors
Utah
$146M 3,616,414 +121,187 +3%
OIA
5
OneDigital Investment Advisors
Kansas
$127M 3,138,227 +606,435 +24%
AF
6
Allworth Financial
California
$124M 2,955,799 +78,110 +3%
BF
7
Blankinship & Foster
California
$116M 2,873,220 +72,581 +3%
KA
8
Kooman & Associates
Pennsylvania
$109M 2,694,681 +61,400 +2%
SIG
9
Spinnaker Investment Group
California
$82.5M 2,036,531 +34,736 +2%
AWM
10
AE Wealth Management
Kansas
$81.6M 2,014,621 +177,672 +10%
EFP
11
Elser Financial Planning
Indiana
$80.3M 1,981,392,522 +1,981,392,522 New
AWM
12
Arista Wealth Management
Nevada
$77.9M 1,922,896 +19,903 +1%
MWP
13
Meridian Wealth Partners
Pennsylvania
$74.8M 1,846,764 +17,108 +0.9%
EW
14
Evoke Wealth
California
$70.4M 1,739,702 +109,992 +7%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$67.2M 1,660,236 -12,778 -0.8%
HWM
16
HB Wealth Management
Georgia
$60.2M 1,485,986 +81,240 +6%
KF
17
Krilogy Financial
Missouri
$59M 1,456,733 +60,602 +4%
RW
18
RVW Wealth
California
$58.7M 1,448,756 +161,905 +13%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$56.4M 1,393,244 +160,692 +13%
BA
20
BCM Advisors
Louisiana
$55.6M 1,329,278 -254,089 -16%
Corient Private Wealth
21
Corient Private Wealth
Florida
$53.3M 1,315,168 -33,163 -2%
Betterment LLC
22
Betterment LLC
New York
$50.3M 1,241,582 +68,109 +6%
W
23
WPWealth
Texas
$49.6M 1,225,369 +57,993 +5%
DWM
24
Diversify Wealth Management
Utah
$48.4M 1,204,295 -46,233 -4%
HIF
25
Hill Island Financial
Michigan
$47.3M 1,167,405 +1,167,405 New
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