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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

395 hedge funds and large institutions have $4.11B invested in Dimensional US Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 194 increasing their positions, 121 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.71%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
29
Increased
194
Reduced
121
Closed
15
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$2.58M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$66.4M
2
EW
2
Evoke Wealth
California
$64.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$49.1M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$27.2M
5
AF
5
Allworth Financial
California
$114M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$0
2
LWM
2
Liberty Wealth Management
California
$28.5M
3
KA
3
Kure Advisory
Minnesota
$0
4
MWM
4
Modera Wealth Management
New Jersey
$146M
5
BJL
5
Brighton Jones LLC
Washington
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
226
UBS Group
Switzerland
$1.34M +$80.2K +2,020 +6%
HA
227
Herold Advisors
New York
$1.34M +$11.4K +286 +0.9%
Susquehanna International Group
228
Susquehanna International Group
Pennsylvania
$1.34M +$192K +4,837 +17%
WFAG
229
Wescott Financial Advisory Group
Pennsylvania
$1.33M +$2.1K +53 +0.2%
OA
230
Oceanside Advisors
South Carolina
$1.31M -$47.7K -1,201 -4%
CFA
231
Capstone Financial Advisors
Illinois
$1.3M +$4.45K +112 +0.3%
RIM
232
Rockbridge Investment Management
New York
$1.25M +$1.99K +50 +0.2%
HHWM
233
Hiley Hunt Wealth Management
Nebraska
$1.25M -$144K -3,634 -10%
LFA
234
Lauterbach Financial Advisors
Texas
$1.24M -$7.3K -184 -0.6%
YWM
235
Yoder Wealth Management
California
$1.18M +$63.7K +1,605 +6%
IFPG
236
Intrepid Financial Planning Group
Indiana
$1.17M -$4.53K -114 -0.4%
EAM
237
Evanson Asset Management
California
$1.17M +$119 +3 +0%
FFG
238
Fiduciary Financial Group
California
$1.14M -$532K -13,433 -32%
WTA
239
Washington Trust Advisors
Massachusetts
$1.14M – – –
Morgan Stanley
240
Morgan Stanley
New York
$1.13M +$279K +7,031 +33%
SWM
241
Sanctuary Wealth Management
Idaho
$1.11M +$10.3K +260 +0.9%
CWM
242
Congress Wealth Management
Massachusetts
$1.08M +$69K +1,739 +7%
CPA
243
Cardiff Park Advisors
California
$1.06M +$4.72K +119 +0.4%
VCM
244
Versant Capital Management
Arizona
$1.05M -$21.1K -532 -2%
DAS
245
Dynamic Advisor Solutions
Arizona
$1.04M -$56.8K -1,430 -5%
AA
246
Ancora Advisors
Ohio
$1.02M -$464K -11,698 -31%
RFP
247
Root Financial Partners
California
$951K – – –
FS
248
Financial Symmetry
North Carolina
$949K +$161K +4,051 +20%
KAM
249
KEB Asset Management
Illinois
$935K +$419K +10,559 +81%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$925K +$247K +6,224 +36%
8 9
10
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