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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 %
IAG
276
Investment Advisory Group
Massachusetts
$215K +$150 +5 +0.1%
VDBMI
277
Van Den Berg Management I
Texas
$214K -$22.4K -747 -9%
Qube Research & Technologies (QRT)
278
Qube Research & Technologies (QRT)
United Kingdom
$206K +$18.8K +629 +10%
IFA
279
Index Fund Advisors
California
$204K – – –
AWM
280
Apollon Wealth Management
South Carolina
$203K +$203K +6,791 New
LCM
281
Liberty Capital Management
Michigan
$202K – – –
PFM
282
Phillips Financial Management
Indiana
$193K +$60 +2 +0%
TWC
283
TD Waterhouse Canada
Ontario, Canada
$188K – – –
CSWM
284
Cassady Schiller Wealth Management
Ohio
$186K -$49.6K -1,655 -21%
SFG
285
Steward Financial Group
Texas
$175K – – –
AC
286
AlphaCore Capital
California
$166K +$210 +7 +0.1%
NSG
287
Nalls Sherbakoff Group
Tennessee
$144K +$988 +33 +0.7%
TWD
288
True Wealth Design
Ohio
$138K – – –
OLVIG
289
Oliver Lagore Vanvalin Investment Group
Michigan
$102K +$5.09K +170 +5%
MFA
290
McClarren Financial Advisors
Pennsylvania
$92K +$327 +11 +0.4%
Citigroup
291
Citigroup
New York
$66.1K – – –
NS
292
NBC Securities
Alabama
$64K +$64K +2,169 New
OCM
293
Orion Capital Management
California
$53.7K -$155K -5,170 -74%
CWP
294
Concord Wealth Partners
Virginia
$44.3K +$150 +5 +0.3%
ACA
295
Atlas Capital Advisors
Wyoming
$40.6K – – –
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$40K -$251K -8,453 -86%
CCMI
297
Creative Capital Management Investments
California
$39.3K – – –
AWM
298
Avior Wealth Management
Nebraska
$35.8K – – –
PTC
299
Private Trust Company
Ohio
$31.7K – – –
FWM
300
Focused Wealth Management
New York
$29.7K +$29.7K +993 New
10 11
12
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