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Dimensional US Core Equity Market ETF

496 hedge funds and large institutions have $5.73B invested in Dimensional US Core Equity Market ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 234 increasing their positions, 161 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,858% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $26K

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

45% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 161

18% more capital invested

Capital invested by funds: $4.87B → $5.73B (+$865M)

4% more funds holding

Funds holding: 476496 (+20)

0.32% more ownership

Funds ownership: 67.65%67.97% (+0.32%)

4% less funds holding in top 10

Funds holding in top 10: 104100 (-4)

Holders
496
Holders Change
+20
Holders Change %
+4.2%
% of All Funds
6.53%
Holding in Top 10
100
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.85%
% of All Funds
1.32%
New
44
Increased
234
Reduced
161
Closed
18
Calls
$2.59M
Puts
$26K
Net Calls
+$2.56M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$282M +$40.6M +1,034,590 +18%
RW
2
RVW Wealth
California
$183M +$61M +1,557,053 +56%
AF
3
Allworth Financial
California
$162M +$23.8M +606,268 +19%
OIA
4
OneDigital Investment Advisors
Kansas
$160M +$9.3M +237,156 +7%
MWM
5
Modera Wealth Management
New Jersey
$147M -$2.19M -55,867 -2%
AWA
6
Aquire Wealth Advisors
Utah
$147M -$11.6M -295,494 -8%
BF
7
Blankinship & Foster
California
$116M -$676K -17,244 -0.6%
KA
8
Kooman & Associates
Pennsylvania
$115M +$445K +11,362 +0.4%
AWM
9
AE Wealth Management
Kansas
$106M +$11.9M +303,484 +14%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$99M +$12.7M +322,888 +16%
HWM
11
Hemington Wealth Management
Virginia
$90.4M -$3.98M -101,542 -5%
SIG
12
Spinnaker Investment Group
California
$89.5M -$4.17M -106,347 -5%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$87.9M +$44.1M +1,125,428 +119%
EW
14
Evoke Wealth
California
$85.1M +$5.74M +146,365 +8%
AWM
15
Arista Wealth Management
Nevada
$84.9M +$1.12M +28,635 +1%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$83.2M +$27.9M +710,727 +58%
MWP
17
Meridian Wealth Partners
Pennsylvania
$77.3M +$476K +12,148 +0.7%
KF
18
Krilogy Financial
Missouri
$68.5M +$2.2M +56,183 +4%
AWM
19
Austin Wealth Management
Texas
$65.1M +$18.6M +474,866 +46%
W
20
WPWealth
Texas
$62.6M +$7.52M +191,920 +15%
HWM
21
HB Wealth Management
Georgia
$57.9M -$13.1M -335,066 -20%
BA
22
BCM Advisors
Louisiana
$56.3M +$303K +7,719 +0.6%
PWMG
23
Pioneer Wealth Management Group
Texas
$55.1M +$3.8M +96,912 +8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$54.7M -$9.26M -236,128 -15%
EP
25
Essential Planning
New Hampshire
$53.8M +$644K +16,419 +1%

DFAU Hedge Fund Activity: Q2 2025 in Review

496 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q2 2025, worth a combined $5.73B — up 18% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAU positions and 18 closed out — a net gain of 26 holders — while 234 added to existing stakes and 161 trimmed.

The largest buyer was RVW Wealth, adding an estimated $61M. The largest seller was Betterment LLC, cutting an estimated $24.5M.

  • 496 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q2 2025, up from 476 in Q1 2025.
  • Funds reported $5.73B of Dimensional US Core Equity Market ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 44 funds opened new Dimensional US Core Equity Market ETF positions in Q2 2025 and 18 closed out, a net change of +26 holders.
  • The largest Dimensional US Core Equity Market ETF buyer in Q2 2025 was RVW Wealth, an estimated $61M added.
  • The largest Dimensional US Core Equity Market ETF seller in Q2 2025 was Betterment LLC, an estimated $24.5M sold.

Based on aggregated 13F filings for Q2 2025.