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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

376 hedge funds and large institutions have $3.3B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+5
Holders Change %
+1.35%
% of All Funds
5.45%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.12%
New
34
Increased
184
Reduced
115
Closed
24
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
EW
1
Evoke Wealth
California
$48.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$35M
3
MFA
3
Morling Financial Advisors
California
$17M
4
QFA
4
Quantum Financial Advisors
California
$18.3M
5
LPL Financial
5
LPL Financial
California
$17.8M

Top Sellers

1
AWM
1
Arista Wealth Management
Nevada
$23M
2
MWM
2
Modera Wealth Management
New Jersey
$153M
3
AFS
3
Annapolis Financial Services
Maryland
$6.2M
4
Betterment LLC
4
Betterment LLC
New York
$37.4M
5
PWM
5
Perigon Wealth Management
California
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
276
Total Wealth Planning
Ohio
$503K -$18.5K -506 -4%
RWM
277
Rockwood Wealth Management
Pennsylvania
$480K – – –
KAM
278
KEB Asset Management
Illinois
$475K – – –
SOAG
279
Silver Oak Advisory Group
Oregon
$469K – – –
HWP
280
Hibernia Wealth Partners
Louisiana
$466K +$87.6K +2,397 +23%
LG
281
LAM Group
Oregon
$455K -$183 -5 -0%
BSSFA
282
Baron Silver Stevens Financial Advisors
Florida
$449K +$155K +4,250 +53%
I
283
INVST
Indiana
$443K +$443K +12,167 New
EFS
284
Essex Financial Services
Connecticut
$433K +$135K +3,695 +45%
VCM
285
Versant Capital Management
Arizona
$431K -$55.3K -1,513 -11%
GA
286
Greenspring Advisors
Maryland
$430K -$2.71M -74,296 -86%
LAM
287
LifePro Asset Management
California
$427K +$126K +3,437 +42%
ASN
288
Advisory Services Network
Georgia
$423K -$17.3K -473 -4%
DF
289
DecisionPoint Financial
Arizona
$420K -$128K -3,602 -23%
TP
290
Tranquility Partners
Tennessee
$408K -$5.41K -148 -1%
EWA
291
Exencial Wealth Advisors
Oklahoma
$391K +$47.9K +1,312 +14%
CIBC World Market
292
CIBC World Market
Ontario, Canada
$391K – – –
SFPM
293
Sensible Financial Planning & Management
Massachusetts
$384K +$384K +10,522 New
EB
294
Emprise Bank
Kansas
$383K +$383K +10,489 New
TI
295
tru Independence
Oregon
$359K +$731 +20 +0.2%
RWM
296
Ruedi Wealth Management
Illinois
$357K -$1.94K -53 -0.5%
AWS
297
Atria Wealth Solutions
New York
$355K +$2.52K +69 +0.7%
PTC
298
Private Trust Company
Ohio
$344K +$658 +18 +0.2%
CSB
299
City State Bank
Iowa
$342K +$3.65K +100 +1%
AWM
300
Axxcess Wealth Management
California
$337K +$337K +9,228 New
10 11
12
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