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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

371 hedge funds and large institutions have $2.9B invested in Dimensional US Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.44%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.07%
New
68
Increased
170
Reduced
97
Closed
10
Calls
$5K
Puts
$5K
Net Calls
–
Net Calls Change
+$32K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$15.4M
2
Creative Planning
2
Creative Planning
Kansas
$23.3M
3
SIG
3
Spinnaker Investment Group
California
$57M
4
SFA
4
Sequoia Financial Advisors
Ohio
$118M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$56.1M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$3.26M
2
EW
2
Evoke Wealth
California
$0
3
RJA
3
Raymond James & Associates
Florida
$2.66M
4
WWM
4
Wolff Wiese Magana
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRWM
276
ML&R Wealth Management
Texas
$433K +$68.6K +2,064 +19%
KAM
277
KEB Asset Management
Illinois
$432K +$432K +12,999 New
SOAG
278
Silver Oak Advisory Group
Oregon
$426K – – –
LG
279
LAM Group
Oregon
$414K +$11.6K +350 +3%
ASN
280
Advisory Services Network
Georgia
$401K +$11.3K +339 +3%
IAG
281
Investment Advisory Group
Massachusetts
$394K +$155K +4,662 +65%
PWP
282
Perfromance Wealth Partners
Illinois
$386K – – –
KIG
283
Kennedy Investment Group
New Jersey
$381K +$61.4K +1,846 +19%
CP
284
Canopy Partners
Ohio
$377K +$377K +11,344 New
TP
285
Tranquility Partners
Tennessee
$376K -$178K -5,362 -32%
CIBC World Market
286
CIBC World Market
Ontario, Canada
$356K – – –
HWP
287
Hibernia Wealth Partners
Louisiana
$345K +$345K +10,368 New
RWM
288
Ruedi Wealth Management
Illinois
$327K -$2.03K -61 -0.6%
TI
289
tru Independence
Oregon
$326K +$1.33K +40 +0.4%
BIG
290
Builder Investment Group
Georgia
$323K +$21.3K +640 +7%
AWS
291
Atria Wealth Solutions
New York
$321K +$33.3K +1,000 +12%
EWA
292
Exencial Wealth Advisors
Oklahoma
$312K +$58.4K +1,755 +23%
PTC
293
Private Trust Company
Ohio
$312K +$277K +8,337 +787%
CSB
294
City State Bank
Iowa
$308K – – –
PA
295
Parallel Advisors
California
$294K +$294K +8,831 New
GWS
296
Glassman Wealth Services
Virginia
$293K – – –
PCM
297
Peirce Capital Management
Texas
$291K +$291K +8,752 New
1WM
298
1900 Wealth Management
Texas
$291K +$291K +8,747 New
EH
299
Equitable Holdings
New York
$290K +$290K +8,713 New
VF
300
Vawter Financial
Ohio
$283K – – –
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12
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