DFAU icon

Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

302 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 76 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
76
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K

Top Buyers

1
KA
1
Kooman & Associates
Pennsylvania
$52.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$24.9M
3
PFM
3
Parsec Financial Management
North Carolina
$119M
4
AWA
4
Aquire Wealth Advisors
Utah
$79.9M
5
AWM
5
Arista Wealth Management
Nevada
$14.1M

Top Sellers

1
RS
1
Retirement Solution
Washington
$10.4M
2
AWM
2
AE Wealth Management
Kansas
$35.5M
3
MWM
3
Mattern Wealth Management
Kansas
$4.68M
4
Creative Planning
4
Creative Planning
Kansas
$9.16M
5
PFO
5
Pathstone Family Office
New Jersey
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
226
US Bancorp
Minnesota
$414K – – –
MSFS
227
Main Street Financial Solutions
Pennsylvania
$411K +$116K +4,023 +39%
VCM
228
Versant Capital Management
Arizona
$405K +$29 +1 +0%
CWS
229
Cypress Wealth Services
California
$399K – – –
MFWP
230
Mosaic Family Wealth Partners
Missouri
$382K +$382K +13,277 New
BAG
231
Briggs Advisory Group
Rhode Island
$377K – – –
Morgan Stanley
232
Morgan Stanley
New York
$372K +$21.3K +741 +6%
CSB
233
City State Bank
Iowa
$367K +$1.78K +62 +0.5%
CAG
234
Csenge Advisory Group
Florida
$354K -$48K -1,668 -12%
LG
235
LAM Group
Oregon
$352K +$83.1K +2,890 +31%
WFA
236
West Financial Advisors
Iowa
$340K +$14.2K +494 +4%
SCM
237
SOL Capital Management
Maryland
$339K +$10.1K +350 +3%
SWM
238
Spire Wealth Management
Virginia
$330K +$86.1K +2,992 +35%
DI
239
DFPG Investments
Utah
$330K +$633 +22 +0.2%
MA
240
Mutual Advisors
Nebraska
$326K +$101K +3,507 +45%
MRWM
241
ML&R Wealth Management
Texas
$323K +$23.9K +831 +8%
DAS
242
Dynamic Advisor Solutions
Arizona
$309K +$15.6K +542 +5%
PCIA
243
Prime Capital Investment Advisors
Kansas
$301K +$301K +10,450 New
RWM
244
Ruedi Wealth Management
Illinois
$298K -$1.5K -52 -0.5%
SG
245
Stonnington Group
California
$293K +$14.5K +500 +5%
VF
246
Vawter Financial
Ohio
$292K – – –
PEA
247
Park Edge Advisors
Ohio
$285K – – –
CPWM
248
Cypress Point Wealth Management
Texas
$282K +$282K +9,804 New
CIBC World Market
249
CIBC World Market
Ontario, Canada
$281K -$2.02K -70 -0.7%
TI
250
tru Independence
Oregon
$279K +$863 +30 +0.3%
8 9
10
11 12