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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

319 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.09%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
90
Closed
20
Calls
–
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$167M
2
BA
2
BCM Advisors
Louisiana
$44.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$39.1M
4
KA
4
Kooman & Associates
Pennsylvania
$72.4M
5
MWM
5
Modera Wealth Management
New Jersey
$146M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$598K
2
AWM
2
Activest Wealth Management
Florida
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
RS
4
Retirement Solution
Washington
$6.11M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
301
Moisand Fitzgerald Tamayo
Florida
$26K – – –
Bank of Montreal
302
Bank of Montreal
Ontario, Canada
$25.5K -$11.6K -369 -31%
ADL
303
Asset Dedication LLC
California
$22K +$22K +747 New
Wells Fargo
304
Wells Fargo
California
$21.6K – – –
Comerica Bank
305
Comerica Bank
Texas
$21.6K +$21.6K +720 New
GWM
306
Geneos Wealth Management
Colorado
$18.4K – – –
MSFP
307
Mark Sheptoff Financial Planning
Connecticut
$16.5K – – –
WTA
308
Washington Trust Advisors
Massachusetts
$13.9K – – –
SPIA
309
Steward Partners Investment Advisory
New York
$13.3K – – –
SIC
310
Salem Investment Counselors
North Carolina
$13.1K – – –
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$7.79K +$7.79K +260 New
Simplex Trading
312
Simplex Trading
Illinois
$4K +$4K +160 New
FSWA
313
Financial Synergies Wealth Advisors
Texas
$2.26K – – –
BHWM
314
Beaird Harris Wealth Management
Texas
$2.04K – – –
QC
315
Quent Capital
New York
$569 +$569 +19 New
EWA
316
EverSource Wealth Advisors
Alabama
$272 – – –
CSPIA
317
Cary Street Partners Investment Advisory
Virginia
$271 – – –
Fidelity Investments
318
Fidelity Investments
Massachusetts
$150 +$90 +3 +150%
SIS
319
Sound Income Strategies
Florida
$30 – – –
CW
320
CreativeOne Wealth
Kansas
– -$4.16M -134,381 Closed
AWM
321
Activest Wealth Management
Florida
– -$5.1M -112,432 Closed
FPCG
322
Forum Private Client Group
Indiana
– -$1.85M -59,745 Closed
LWM
323
LJI Wealth Management
Indiana
– -$60K -57,657 Closed
Citadel Advisors
324
Citadel Advisors
Florida
– -$1.31M -42,296 Closed
FTUS
325
Flow Traders U.S.
New York
– -$1.13M -36,421 Closed
10 11 12
13
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