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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

321 hedge funds and large institutions have $2.2B invested in Dimensional US Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+19
Holders Change %
+6.29%
% of All Funds
5.06%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
0.88%
New
31
Increased
164
Reduced
87
Closed
7
Calls
$70K
Puts
–
Net Calls
+$70K
Net Calls Change
+$29K

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$143M
2
BF
2
Blankinship & Foster
California
$80.2M
3
AWM
3
Arista Wealth Management
Nevada
$48.8M
4
AssetMark Inc
4
AssetMark Inc
California
$16.2M
5
Betterment LLC
5
Betterment LLC
New York
$24.9M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$5.68M
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$36.1M
3
Jane Street
3
Jane Street
New York
$1.45M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$225K
5
GT
5
Greenleaf Trust
Michigan
$281K
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
301
Fiduciary Alliance
South Carolina
$48.7K +$48.7K +1,572 New
CWP
302
Concord Wealth Partners
Virginia
$45.7K -$1.39K -45 -3%
ACA
303
Atlas Capital Advisors
Wyoming
$42.1K – – –
CCMI
304
Creative Capital Management Investments
California
$40.7K – – –
AWM
305
Avior Wealth Management
Nebraska
$37K +$37K +1,195 New
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$36.8K +$10.7K +344 +41%
PTC
307
Private Trust Company
Ohio
$32.8K – – –
DI
308
Disciplined Investments
Oklahoma
$27.2K – – –
MFT
309
Moisand Fitzgerald Tamayo
Florida
$26.9K -$61.4K -1,981 -70%
Wells Fargo
310
Wells Fargo
California
$22.3K +$22.3K +720 New
GWM
311
Geneos Wealth Management
Colorado
$19.1K – – –
MSFP
312
Mark Sheptoff Financial Planning
Connecticut
$17K – – –
WTA
313
Washington Trust Advisors
Massachusetts
$14.4K +$7.04K +227 +95%
SPIA
314
Steward Partners Investment Advisory
New York
$13.7K +$372 +12 +3%
SIC
315
Salem Investment Counselors
North Carolina
$13.6K – – –
FSWA
316
Financial Synergies Wealth Advisors
Texas
$2.33K – – –
BHWM
317
Beaird Harris Wealth Management
Texas
$2.11K – – –
EWA
318
EverSource Wealth Advisors
Alabama
$281 – – –
CSPIA
319
Cary Street Partners Investment Advisory
Virginia
$280 – – –
Fidelity Investments
320
Fidelity Investments
Massachusetts
$62 +$62 +2 New
SIS
321
Sound Income Strategies
Florida
$31 – – –
LSA
322
L & S Advisors
California
– -$1.49M -51,637 Closed
Goldman Sachs
323
Goldman Sachs
New York
– -$1.41M -49,170 Closed
PCIA
324
Prime Capital Investment Advisors
Kansas
– -$301K -10,450 Closed
AWAG
325
ARS Wealth Advisors Group
Florida
– -$200K -6,954 Closed
10 11 12
13
14