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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

319 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.09%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
90
Closed
20
Calls
–
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$167M
2
BA
2
BCM Advisors
Louisiana
$44.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$39.1M
4
KA
4
Kooman & Associates
Pennsylvania
$72.4M
5
MWM
5
Modera Wealth Management
New Jersey
$146M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$598K
2
AWM
2
Activest Wealth Management
Florida
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
RS
4
Retirement Solution
Washington
$6.11M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
251
Advisory Services Network
Georgia
$351K -$13.7K -457 -4%
PWP
252
Perfromance Wealth Partners
Illinois
$348K – – –
MRWM
253
ML&R Wealth Management
Texas
$328K -$64.2K -2,144 -16%
CIBC World Market
254
CIBC World Market
Ontario, Canada
$320K – – –
RWM
255
Ruedi Wealth Management
Illinois
$296K -$5.87K -196 -2%
TI
256
tru Independence
Oregon
$292K +$1.02K +34 +0.3%
TRCT
257
Tower Research Capital (TRC)
New York
$288K +$198K +6,614 +220%
KIG
258
Kennedy Investment Group
New Jersey
$287K +$287K +9,598 New
CSB
259
City State Bank
Iowa
$278K -$105K -3,500 -27%
BIG
260
Builder Investment Group
Georgia
$271K +$271K +9,063 New
GWS
261
Glassman Wealth Services
Virginia
$264K +$58.4K +1,950 +28%
AWS
262
Atria Wealth Solutions
New York
$259K +$9.29K +310 +4%
VF
263
Vawter Financial
Ohio
$254K -$43.3K -1,446 -15%
MFC
264
Morris Financial Concepts
South Carolina
$252K -$1.11K -37 -0.4%
MFS
265
Madrona Financial Services
Washington
$251K -$928 -31 -0.4%
BCM
266
Brookstone Capital Management
Illinois
$249K -$26.3K -883 -10%
CFD
267
Creative Financial Designs
Indiana
$245K +$839 +28 +0.3%
EFS
268
Essex Financial Services
Connecticut
$244K – – –
BTI
269
Blue Trust Inc
Georgia
$242K +$14.9K +482 +7%
PEA
270
Park Edge Advisors
Ohio
$236K -$60.8K -2,031 -21%
VPP
271
Vertex Planning Partners
Illinois
$232K +$232K +7,750 New
EWA
272
Exencial Wealth Advisors
Oklahoma
$229K – – –
GLLW
273
Graves Light Lenhart Wealth
Virginia
$220K – – –
CAS
274
Coppell Advisory Solutions
Texas
$219K +$17.4K +644 +9%
GCA
275
Gradient Capital Advisors
California
$216K -$58.5K -1,954 -21%
9 10
11
12 13