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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

384 hedge funds and large institutions have $3.67B invested in Dimensional US Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 195 increasing their positions, 106 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
5.59%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.09%
New
29
Increased
195
Reduced
106
Closed
17
Calls
$2.58M
Puts
–
Net Calls
+$2.58M
Net Calls Change
+$2.59M

Top Buyers

1
AWM
1
Arista Wealth Management
Nevada
$69.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$77.1M
3
SFA
3
Sequoia Financial Advisors
Ohio
$164M
4
LWM
4
Liberty Wealth Management
California
$26M
5
AA
5
Advisory Alpha
Michigan
$25.2M

Top Sellers

1
EW
1
Evoke Wealth
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$31.4M
3
RVPG
3
Relative Value Partners Group
$0
4
TFA
4
Teamwork Financial Advisors
Texas
$0
5
MWM
5
Modera Wealth Management
New Jersey
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
226
Herold Advisors
New York
$1.25M +$1.25M +33,473 New
WFAG
227
Wescott Financial Advisory Group
Pennsylvania
$1.25M +$1.99K +53 +0.2%
CFA
228
Capstone Financial Advisors
Illinois
$1.22M -$2.21K -59 -0.2%
SWM
229
Spire Wealth Management
Virginia
$1.2M +$22K +586 +2%
UBS Group
230
UBS Group
Switzerland
$1.19M +$79.9K +2,132 +7%
RIM
231
Rockbridge Investment Management
New York
$1.18M +$77.5K +2,068 +7%
LFA
232
Lauterbach Financial Advisors
Texas
$1.16M +$40.9K +1,108 +4%
FTUS
233
Flow Traders U.S.
New York
$1.13M +$17.3K +460 +2%
IFPG
234
Intrepid Financial Planning Group
Indiana
$1.11M – – –
EAM
235
Evanson Asset Management
California
$1.1M +$112 +3 +0%
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
$1.08M +$411K +10,964 +61%
WTA
237
Washington Trust Advisors
Massachusetts
$1.08M +$1.06M +28,262 +6,078%
YWM
238
Yoder Wealth Management
California
$1.06M +$120K +3,210 +13%
SWM
239
Sanctuary Wealth Management
Idaho
$1.04M – – –
DAS
240
Dynamic Advisor Solutions
Arizona
$1.04M -$200K -5,326 -16%
VCM
241
Versant Capital Management
Arizona
$1.01M +$572K +15,250 +129%
Renaissance Technologies
242
Renaissance Technologies
New York
$1.01M +$1.01M +27,000 New
CPA
243
Cardiff Park Advisors
California
$995K +$37 +1 +0%
Wealthfront Advisers
244
Wealthfront Advisers
California
$985K +$279K +7,452 +40%
CWM
245
Congress Wealth Management
Massachusetts
$958K – – –
BSSFA
246
Baron Silver Stevens Financial Advisors
Florida
$934K +$474K +12,643 +103%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$910K +$847K +22,602 +1,347%
RFP
248
Root Financial Partners
California
$898K – – –
BCM
249
Brookstone Capital Management
Illinois
$862K +$565K +14,631 +190%
KIG
250
Kennedy Investment Group
New Jersey
$836K +$178K +4,736 +27%
8 9
10
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