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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

376 hedge funds and large institutions have $3.3B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+5
Holders Change %
+1.35%
% of All Funds
5.45%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.12%
New
34
Increased
184
Reduced
115
Closed
24
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
EW
Evoke Wealth
California
$48.5M
2
OIA
OneDigital Investment Advisors
Kansas
$35M
3
MFA
Morling Financial Advisors
California
$17M
4
QFA
Quantum Financial Advisors
California
$18.3M
5
LPL Financial
LPL Financial
California
$17.8M

Top Sellers

1
AWM
Arista Wealth Management
Nevada
$23M
2
MWM
Modera Wealth Management
New Jersey
$153M
3
AFS
Annapolis Financial Services
Maryland
$6.2M
4
Betterment LLC
Betterment LLC
New York
$37.4M
5
PWM
Perigon Wealth Management
California
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
226
Flow Traders U.S.
New York
$1.08M +$1.08M +29,539 New
PCM
227
Parsons Capital Management
Rhode Island
$1.08M -$198K -5,410 -16%
RIM
228
Rockbridge Investment Management
New York
$1.08M +$18.5K +505 +2%
EAM
229
Evanson Asset Management
California
$1.08M -$34.3K -939 -3%
SWM
230
Sanctuary Wealth Management
Idaho
$1.01M -$20.1K -549 -2%
CFB
231
Cullen/Frost Bankers
Texas
$975K -$483K -13,210 -33%
CPA
232
Cardiff Park Advisors
California
$970K +$37 +1 +0%
EWP
233
Elevation Wealth Partners
California
$960K +$960K +26,284 New
Morgan Stanley
234
Morgan Stanley
New York
$939K -$943K -25,818 -50%
CWM
235
Congress Wealth Management
Massachusetts
$934K +$105K +2,884 +13%
YWM
236
Yoder Wealth Management
California
$912K +$1.86K +51 +0.2%
RFP
237
Root Financial Partners
California
$875K – – –
MSFS
238
Main Street Financial Solutions
Pennsylvania
$859K +$50.6K +1,385 +6%
BSWA
239
Bromfield Sneider Wealth Advisors
Massachusetts
$850K +$29.6K +809 +4%
Goldman Sachs
240
Goldman Sachs
New York
$810K -$2.78M -76,112 -77%
SCM
241
SOL Capital Management
Maryland
$795K – – –
CIAS
242
CFS Investment Advisory Services
New Jersey
$782K – – –
BFA
243
Beacon Financial Advisory
Ohio
$781K +$365 +10 +0%
GAM
244
Gould Asset Management
California
$768K -$119K -3,270 -13%
FS
245
Financial Symmetry
North Carolina
$767K +$177K +4,839 +30%
FNBSF
246
First National Bank Sioux Falls
South Dakota
$729K -$263K -7,204 -27%
PWIA
247
Porter White Investment Advisors
Alabama
$721K +$69.8K +1,910 +11%
WIM
248
Warwick Investment Management
Texas
$714K +$73 +2 +0%
PFA
249
Pure Financial Advisors
California
$709K -$58.4K -1,597 -8%
BC
250
Barrett & Company
Rhode Island
$698K +$37 +1 +0%
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10
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