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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

371 hedge funds and large institutions have $2.9B invested in Dimensional US Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.44%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.07%
New
68
Increased
170
Reduced
97
Closed
10
Calls
$5K
Puts
$5K
Net Calls
–
Net Calls Change
+$32K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$15.4M
2
Creative Planning
2
Creative Planning
Kansas
$23.3M
3
SIG
3
Spinnaker Investment Group
California
$57M
4
SFA
4
Sequoia Financial Advisors
Ohio
$118M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$56.1M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$3.26M
2
EW
2
Evoke Wealth
California
$0
3
RJA
3
Raymond James & Associates
Florida
$2.66M
4
WWM
4
Wolff Wiese Magana
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPP
301
Vertex Planning Partners
Illinois
$281K +$22.9K +689 +9%
MFS
302
Madrona Financial Services
Washington
$279K +$499 +15 +0.2%
HIGP
303
Hill Investment Group Partners
Missouri
$278K -$171K -5,135 -38%
HWMC
304
Heritage Wealth Management (California)
California
$276K +$276K +8,291 New
LAM
305
LifePro Asset Management
California
$274K +$274K +8,255 New
CFD
306
Creative Financial Designs
Indiana
$273K +$1.1K +33 +0.4%
EFS
307
Essex Financial Services
Connecticut
$271K – – –
SAM
308
Smartleaf Asset Management
Massachusetts
$270K +$270K +8,078 New
AC
309
Annandale Capital
Texas
$268K +$268K +8,064 New
BSSFA
310
Baron Silver Stevens Financial Advisors
Florida
$267K +$267K +8,030 New
MFC
311
Morris Financial Concepts
South Carolina
$267K -$12.6K -380 -5%
DFS
312
Dixon Fnancial Services
California
$251K +$251K +7,542 New
GLLW
313
Graves Light Lenhart Wealth
Virginia
$244K – – –
CAS
314
Coppell Advisory Solutions
Texas
$243K -$26.4K -794 -10%
GCA
315
Gradient Capital Advisors
California
$239K – – –
PEA
316
Park Edge Advisors
Ohio
$238K -$23.2K -697 -9%
Fisher Asset Management
317
Fisher Asset Management
Washington
$232K +$232K +6,992 New
AG
318
Ascent Group
Virginia
$229K +$229K +6,571 New
CAP
319
Columbia Advisory Partners
Washington
$228K +$228K +6,850 New
BTI
320
Blue Trust Inc
Georgia
$227K -$7.31K -244 -3%
IFA
321
Index Fund Advisors
California
$227K – – –
LCM
322
Liberty Capital Management
Michigan
$224K – – –
PHWM
323
Pine Harbor Wealth Management
Maryland
$218K +$218K +6,545 New
GSEP
324
Golden State Equity Partners
California
$217K +$217K +6,531 New
LA
325
LexAurum Advisors
Kansas
$216K +$216K +6,500 New
11 12
13
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