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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

302 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 76 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
76
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K

Top Buyers

1
KA
1
Kooman & Associates
Pennsylvania
$52.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$24.9M
3
PFM
3
Parsec Financial Management
North Carolina
$119M
4
AWA
4
Aquire Wealth Advisors
Utah
$79.9M
5
AWM
5
Arista Wealth Management
Nevada
$14.1M

Top Sellers

1
RS
1
Retirement Solution
Washington
$10.4M
2
AWM
2
AE Wealth Management
Kansas
$35.5M
3
MWM
3
Mattern Wealth Management
Kansas
$4.68M
4
Creative Planning
4
Creative Planning
Kansas
$9.16M
5
PFO
5
Pathstone Family Office
New Jersey
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
251
Gradient Capital Advisors
California
$264K +$2.94K +102 +1%
AWA
252
Acorn Wealth Advisors
Michigan
$252K -$374 -13 -0.1%
MFS
253
Madrona Financial Services
Washington
$242K +$403 +14 +0.2%
AWS
254
Atria Wealth Solutions
New York
$237K +$237K +8,222 New
SOAG
255
Silver Oak Advisory Group
Oregon
$236K +$2.73K +95 +1%
CFD
256
Creative Financial Designs
Indiana
$235K +$235K +8,163 New
EFS
257
Essex Financial Services
Connecticut
$234K – – –
CSWM
258
Cassady Schiller Wealth Management
Ohio
$227K – – –
VDBMI
259
Van Den Berg Management I
Texas
$226K +$949 +33 +0.4%
EH
260
Equitable Holdings
New York
$225K – – –
UBS Group
261
UBS Group
Switzerland
$225K -$782K -27,193 -78%
GLLW
262
Graves Light Lenhart Wealth
Virginia
$221K – – –
TP
263
Tranquility Partners
Tennessee
$220K -$20.6K -717 -9%
EWA
264
Exencial Wealth Advisors
Oklahoma
$220K – – –
MFC
265
Morris Financial Concepts
South Carolina
$216K +$46.4K +1,613 +27%
AWAG
266
ARS Wealth Advisors Group
Florida
$200K -$31.2K -1,086 -14%
GWS
267
Glassman Wealth Services
Virginia
$183K +$28.8K +1,000 +19%
TWC
268
TD Waterhouse Canada
Ontario, Canada
$181K – – –
SFG
269
Steward Financial Group
Texas
$168K – – –
CCA
270
Column Capital Advisors
Indiana
$146K – – –
NSG
271
Nalls Sherbakoff Group
Tennessee
$136K +$136K +4,783 New
TWD
272
True Wealth Design
Ohio
$132K – – –
ST
273
Sageworth Trust
Pennsylvania
$131K +$110K +3,836 +546%
FFA
274
Farther Finance Advisors
California
$129K +$129K +4,500 New
AAS
275
Ameritas Advisory Services
Nebraska
$108K +$108K +3,749 New
9 10
11
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