We are live on ! Find out more
DFAU icon

Dimensional US Core Equity Market ETF

320 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, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 91

14% more capital invested

Capital invested by funds: $2.2B → $2.5B (+$306M)

9% more funds holding in top 10

Funds holding in top 10: 5661 (+5)

6% more ownership

Funds ownership: 58.36%64.36% (+6%)

1% less funds holding

Funds holding: 322320 (-2)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $32K

Holders
320
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.08%
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
91
Closed
20
Calls
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
226
Wealthfront Advisers
California
$502K +$312K +10,030 +149%
JCM
227
Jacobi Capital Management
Pennsylvania
$499K +$273K +8,757 +111%
TP
228
Tranquility Partners
Tennessee
$499K +$152K +4,876 +41%
CWS
229
Cypress Wealth Services
California
$493K +$37.8K +1,213 +8%
KAM
230
Kraft Asset Management
Tennessee
$491K -$12.1K -390 -2%
SC
231
Shearwater Capital
Colorado
$490K
DAS
232
Dynamic Advisor Solutions
Arizona
$482K +$107K +3,440 +27%
SWM
233
Spire Wealth Management
Virginia
$475K +$132K +4,235 +36%
EIA
234
Eldridge Investment Advisors
New Hampshire
$471K -$36.3K -1,167 -7%
Morgan Stanley
235
Morgan Stanley
New York
$467K +$16.3K +522 +3%
JMPWA
236
JP Morgan Private Wealth Advisors
California
$456K -$54.4K -1,746 -10%
MFWP
237
Mosaic Family Wealth Partners
Missouri
$440K +$30.1K +967 +7%
Envestnet Portfolio Solutions
238
Envestnet Portfolio Solutions
Illinois
$432K +$449K +14,436 New
US Bancorp
239
US Bancorp
Minnesota
$431K
VCM
240
Versant Capital Management
Arizona
$421K +$31 +1 +0%
MWA
241
Mills Wealth Advisors
Texas
$408K -$916K -29,411 -68%
HIGP
242
Hill Investment Group Partners
Missouri
$404K -$79.2K -2,543 -16%
SCM
243
SOL Capital Management
Maryland
$394K +$42.8K +1,375 +12%
BAG
244
Briggs Advisory Group
Rhode Island
$393K
CAG
245
Csenge Advisory Group
Florida
$390K +$41.1K +1,320 +11%
CWM
246
Congress Wealth Management
Massachusetts
$385K +$401K +12,866 New
SOAG
247
Silver Oak Advisory Group
Oregon
$383K
CCA
248
Column Capital Advisors
Indiana
$375K +$232K +7,456 +147%
FFA
249
Farther Finance Advisors
California
$372K +$250K +8,022 +183%
LG
250
LAM Group
Oregon
$362K +$623 +20 +0.2%