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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 %
IAG
251
Investment Advisory Group
Massachusetts
$817K +$276K +7,372 +51%
SCM
252
SOL Capital Management
Maryland
$807K -$8.44K -225 -1%
Morgan Stanley
253
Morgan Stanley
New York
$802K -$161K -4,285 -17%
BFA
254
Beacon Financial Advisory
Ohio
$802K +$487 +13 +0.1%
MSFS
255
Main Street Financial Solutions
Pennsylvania
$798K -$83.3K -2,221 -9%
CIAS
256
CFS Investment Advisory Services
New Jersey
$788K -$14.4K -384 -2%
GAM
257
Gould Asset Management
California
$779K -$8.81K -235 -1%
WIM
258
Warwick Investment Management
Texas
$772K +$39.2K +1,045 +5%
FNBSF
259
First National Bank Sioux Falls
South Dakota
$748K – – –
FS
260
Financial Symmetry
North Carolina
$745K -$42K -1,120 -5%
CAG
261
Csenge Advisory Group
Florida
$736K +$175K +4,664 +31%
CWM
262
Cahill Wealth Management
Michigan
$736K +$23.1K +615 +3%
PWIA
263
Porter White Investment Advisors
Alabama
$734K -$6.15K -164 -0.8%
MG
264
Mather Group
Illinois
$729K -$15.1K -412 -2%
PFA
265
Pure Financial Advisors
California
$729K +$1.54K +41 +0.2%
PCM
266
Parsons Capital Management
Rhode Island
$717K -$387K -10,331 -35%
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$712K +$125K +3,323 +21%
BC
268
Barrett & Company
Rhode Island
$698K -$18.7K -498 -3%
BPWM
269
Black Point Wealth Management
Florida
$697K +$697K +18,579 New
HWMT
270
Heritage Wealth Management (Texas)
Texas
$688K -$1.5K -40 -0.2%
CMBA
271
C.M. Bidwell & Associates
Hawaii
$668K – – –
MFWP
272
Mosaic Family Wealth Partners
Missouri
$643K +$22.6K +602 +4%
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$641K +$504K +13,441 +368%
CFO
274
Colony Family Offices
North Carolina
$635K – – –
AAS
275
Avantax Advisory Services
Texas
$615K +$615K +16,395 New
9 10
11
12 13