DFAU icon

Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

319 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.09%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
90
Closed
20
Calls
–
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$167M
2
BA
2
BCM Advisors
Louisiana
$44.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$39.1M
4
KA
4
Kooman & Associates
Pennsylvania
$72.4M
5
MWM
5
Modera Wealth Management
New Jersey
$146M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$598K
2
AWM
2
Activest Wealth Management
Florida
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
RS
4
Retirement Solution
Washington
$6.11M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
226
Jacobi Capital Management
Pennsylvania
$499K +$262K +8,757 +111%
TP
227
Tranquility Partners
Tennessee
$499K +$146K +4,876 +41%
CWS
228
Cypress Wealth Services
California
$493K +$36.3K +1,213 +8%
KAM
229
Kraft Asset Management
Tennessee
$491K -$11.7K -390 -2%
SC
230
Shearwater Capital
Colorado
$490K – – –
DAS
231
Dynamic Advisor Solutions
Arizona
$482K +$103K +3,440 +27%
SWM
232
Spire Wealth Management
Virginia
$475K +$127K +4,235 +36%
EIA
233
Eldridge Investment Advisors
New Hampshire
$471K -$35K -1,167 -7%
Morgan Stanley
234
Morgan Stanley
New York
$467K +$15.6K +522 +3%
JPMPWA
235
J.P. Morgan Private Wealth Advisors
California
$456K -$52.3K -1,746 -10%
MFWP
236
Mosaic Family Wealth Partners
Missouri
$440K +$29K +967 +7%
Envestnet Portfolio Solutions
237
Envestnet Portfolio Solutions
Illinois
$432K +$432K +14,436 New
US Bancorp
238
US Bancorp
Minnesota
$431K – – –
VCM
239
Versant Capital Management
Arizona
$421K +$30 +1 +0%
MWA
240
Mills Wealth Advisors
Texas
$408K -$881K -29,411 -68%
HIGP
241
Hill Investment Group Partners
Missouri
$404K -$76.2K -2,543 -16%
SCM
242
SOL Capital Management
Maryland
$394K +$41.2K +1,375 +12%
BAG
243
Briggs Advisory Group
Rhode Island
$393K – – –
CAG
244
Csenge Advisory Group
Florida
$390K +$39.5K +1,320 +11%
CWM
245
Congress Wealth Management
Massachusetts
$385K +$385K +12,866 New
SOAG
246
Silver Oak Advisory Group
Oregon
$383K – – –
CCA
247
Column Capital Advisors
Indiana
$375K +$223K +7,456 +147%
FFA
248
Farther Finance Advisors
California
$372K +$240K +8,022 +183%
LG
249
LAM Group
Oregon
$362K +$599 +20 +0.2%
WFA
250
West Financial Advisors
Iowa
$360K -$2.82K -94 -0.8%
8 9
10
11 12