DFAU icon

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 %
KPWS
276
Kestra Private Wealth Services
Texas
$606K -$28.4K -757 -4%
PP
277
Patten & Patten
Tennessee
$601K – – –
CWS
278
Cypress Wealth Services
California
$587K -$47.9K -1,278 -8%
DWM
279
Dopkins Wealth Management
New York
$583K -$77.6K -2,070 -12%
CFG
280
Cooper Financial Group
California
$581K -$3K -80 -0.5%
KAM
281
Kraft Asset Management
Tennessee
$580K -$13.6K -364 -2%
EFS
282
Essex Financial Services
Connecticut
$575K +$141K +3,835 +32%
SFWA
283
Summit Financial Wealth Advisors
Louisiana
$569K +$569K +15,170 New
Envestnet Portfolio Solutions
284
Envestnet Portfolio Solutions
Illinois
$550K -$10.9K -292 -2%
CWP
285
Concord Wealth Partners
Virginia
$543K +$487K +13,003 +873%
EIA
286
Eldridge Investment Advisors
New Hampshire
$541K -$14.4K -384 -3%
TWP
287
Total Wealth Planning
Ohio
$539K +$78 +2 +0%
OFS
288
OneAscent Financial Services
Alabama
$522K +$522K +13,920 New
Goldman Sachs
289
Goldman Sachs
New York
$512K -$319K -8,506 -38%
RWM
290
Rockwood Wealth Management
Pennsylvania
$493K – – –
ASN
291
Advisory Services Network
Georgia
$487K +$53.5K +1,426 +12%
KAM
292
KEB Asset Management
Illinois
$487K – – –
EFG
293
Ethos Financial Group
Pennsylvania
$482K +$229K +6,108 +90%
SOAG
294
Silver Oak Advisory Group
Oregon
$480K – – –
MFC
295
Morris Financial Concepts
South Carolina
$469K +$153K +4,084 +49%
LG
296
LAM Group
Oregon
$465K -$1.5K -40 -0.3%
DF
297
DecisionPoint Financial
Arizona
$452K -$1.03K -27 -0.2%
UWPG
298
Ullmann Wealth Partners Group
Florida
$426K -$97.3K -2,596 -19%
PWP
299
Perfromance Wealth Partners
Illinois
$425K +$425K +11,330 New
TP
300
Tranquility Partners
Tennessee
$424K +$5.85K +156 +1%
10 11
12
13 14