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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 %
HWP
276
Hibernia Wealth Partners
Louisiana
$621K +$621K +15,639 New
CFG
277
Cooper Financial Group
California
$615K +$159 +4 +0%
KAM
278
Kraft Asset Management
Tennessee
$614K – – –
RF
279
RHS Financial
California
$611K +$611K +15,400 New
SFWA
280
Summit Financial Wealth Advisors
Louisiana
$602K – – –
PFS
281
Prospera Financial Services
Texas
$594K +$149K +3,750 +33%
AP
282
Aspect Partners
Virginia
$590K +$590K +14,874 New
EIA
283
Eldridge Investment Advisors
New Hampshire
$580K +$8.01K +202 +1%
AQR Capital Management
284
AQR Capital Management
Connecticut
$577K +$577K +14,537 New
CWP
285
Concord Wealth Partners
Virginia
$577K +$1.63K +41 +0.3%
Envestnet Portfolio Solutions
286
Envestnet Portfolio Solutions
Illinois
$562K -$19.8K -499 -3%
SA
287
Stewardship Advisors
Pennsylvania
$560K +$560K +14,115 New
PP
288
Patten & Patten
Tennessee
$554K -$82.6K -2,080 -13%
TWP
289
Total Wealth Planning
Ohio
$546K +$79 +2 +0%
DF
290
DecisionPoint Financial
Arizona
$527K +$57.6K +1,450 +12%
CWS
291
Cypress Wealth Services
California
$522K -$99K -2,494 -16%
RWM
292
Rockwood Wealth Management
Pennsylvania
$522K – – –
EFG
293
Ethos Financial Group
Pennsylvania
$511K +$754 +19 +0.1%
MFC
294
Morris Financial Concepts
South Carolina
$507K +$11K +277 +2%
LG
295
LAM Group
Oregon
$497K +$4.37K +110 +0.9%
SOAG
296
Silver Oak Advisory Group
Oregon
$488K -$20.6K -519 -4%
ASN
297
Advisory Services Network
Georgia
$487K – – –
EWA
298
Exencial Wealth Advisors
Oklahoma
$453K +$8.14K +205 +2%
TP
299
Tranquility Partners
Tennessee
$451K +$1.99K +50 +0.4%
PTC
300
Private Trust Company
Ohio
$440K -$5K -126 -1%
10 11
12
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