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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

371 hedge funds and large institutions have $2.9B invested in Dimensional US Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.44%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.07%
New
68
Increased
170
Reduced
97
Closed
10
Calls
$5K
Puts
$5K
Net Calls
–
Net Calls Change
+$32K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$15.4M
2
Creative Planning
2
Creative Planning
Kansas
$23.3M
3
SIG
3
Spinnaker Investment Group
California
$57M
4
SFA
4
Sequoia Financial Advisors
Ohio
$118M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$56.1M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$3.26M
2
EW
2
Evoke Wealth
California
$0
3
RJA
3
Raymond James & Associates
Florida
$2.66M
4
WWM
4
Wolff Wiese Magana
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
226
Lauer Wealth
Indiana
$987K +$195K +5,792 +25%
RIM
227
Rockbridge Investment Management
New York
$963K -$40.1K -1,206 -4%
SWM
228
Sanctuary Wealth Management
Idaho
$939K -$19.5K -587 -2%
FNBSF
229
First National Bank Sioux Falls
South Dakota
$903K – – –
CPA
230
Cardiff Park Advisors
California
$883K +$66 +2 +0%
Two Sigma Investments
231
Two Sigma Investments
New York
$871K +$871K +26,200 New
HHWM
232
Hiley Hunt Wealth Management
Nebraska
$855K +$855K +25,721 New
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$850K +$850K +25,566 New
YWM
234
Yoder Wealth Management
California
$828K -$11.7K -352 -1%
DAS
235
Dynamic Advisor Solutions
Arizona
$826K +$301K +9,215 +57%
GAM
236
Gould Asset Management
California
$808K +$101K +3,035 +14%
RFP
237
Root Financial Partners
California
$797K -$66.2K -1,992 -8%
UBS Group
238
UBS Group
Switzerland
$778K -$2.17M -65,113 -74%
KPWS
239
Kestra Private Wealth Services
Texas
$760K -$193K -5,790 -20%
CWM
240
Congress Wealth Management
Massachusetts
$754K +$326K +9,807 +76%
BSWA
241
Bromfield Sneider Wealth Advisors
Massachusetts
$747K +$32.8K +987 +5%
MSFS
242
Main Street Financial Solutions
Pennsylvania
$736K +$37.4K +1,125 +5%
FCI
243
Financial Counselors Inc
Kansas
$724K +$724K +21,761 New
SCM
244
SOL Capital Management
Maryland
$723K +$286K +8,600 +65%
CIAS
245
CFS Investment Advisory Services
New Jersey
$712K – – –
BFA
246
Beacon Financial Advisory
Ohio
$710K -$62.3K -1,875 -8%
PFA
247
Pure Financial Advisors
California
$698K +$698K +21,002 New
MG
248
Mather Group
Illinois
$677K +$71K +2,136 +12%
WIM
249
Warwick Investment Management
Texas
$650K +$133 +4 +0%
CWM
250
Cahill Wealth Management
Michigan
$637K -$57.4K -1,727 -8%
8 9
10
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