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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 %
CAG
251
Csenge Advisory Group
Florida
$896K +$109K +2,711 +14%
BCM
252
Brookstone Capital Management
Illinois
$880K -$6.39K -161 -0.7%
IAG
253
Investment Advisory Group
Massachusetts
$855K -$9.45K -238 -1%
SCM
254
SOL Capital Management
Maryland
$854K – – –
S4W
255
Solutions 4 Wealth
Texas
$848K +$848K +21,378 New
MSFS
256
Main Street Financial Solutions
Pennsylvania
$845K – – –
CIAS
257
CFS Investment Advisory Services
New Jersey
$833K -$754 -19 -0.1%
GAM
258
Gould Asset Management
California
$825K -$397 -10 -0%
WIM
259
Warwick Investment Management
Texas
$818K +$198 +5 +0%
BPWM
260
Black Point Wealth Management
Florida
$807K +$69.5K +1,750 +9%
FNBSF
261
First National Bank Sioux Falls
South Dakota
$792K – – –
BFA
262
Beacon Financial Advisory
Ohio
$784K -$64.1K -1,615 -8%
CWM
263
Cahill Wealth Management
Michigan
$778K -$357 -9 -0%
PFA
264
Pure Financial Advisors
California
$773K +$1.63K +41 +0.2%
PFGIA
265
Patriot Financial Group Insurance Agency
Massachusetts
$749K -$4.49K -113 -0.6%
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$732K -$232K -5,833 -24%
CMBA
267
C.M. Bidwell & Associates
Hawaii
$708K – – –
LFAS
268
Level Four Advisory Services
Texas
$702K +$702K +17,822 New
MFWP
269
Mosaic Family Wealth Partners
Missouri
$697K +$16.7K +421 +2%
MG
270
Mather Group
Illinois
$679K -$113K -2,851 -14%
CFO
271
Colony Family Offices
North Carolina
$672K – – –
HWMT
272
Heritage Wealth Management (Texas)
Texas
$671K -$57.4K -1,445 -8%
BC
273
Barrett & Company
Rhode Island
$658K -$80.4K -2,025 -11%
KPWS
274
Kestra Private Wealth Services
Texas
$637K -$4.92K -124 -0.8%
EM
275
ELCO Management
New York
$622K +$252K +6,350 +68%
9 10
11
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