DFAU icon

Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

376 hedge funds and large institutions have $3.3B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+5
Holders Change %
+1.35%
% of All Funds
5.45%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.12%
New
34
Increased
184
Reduced
115
Closed
24
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
EW
1
Evoke Wealth
California
$48.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$35M
3
MFA
3
Morling Financial Advisors
California
$17M
4
QFA
4
Quantum Financial Advisors
California
$18.3M
5
LPL Financial
5
LPL Financial
California
$17.8M

Top Sellers

1
AWM
1
Arista Wealth Management
Nevada
$23M
2
MWM
2
Modera Wealth Management
New Jersey
$153M
3
AFS
3
Annapolis Financial Services
Maryland
$6.2M
4
Betterment LLC
4
Betterment LLC
New York
$37.4M
5
PWM
5
Perigon Wealth Management
California
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPP
301
Vertex Planning Partners
Illinois
$335K +$26.7K +730 +9%
MRWM
302
ML&R Wealth Management
Texas
$326K -$150K -4,097 -31%
PA
303
Parallel Advisors
California
$323K – – –
GWS
304
Glassman Wealth Services
Virginia
$322K – – –
DFS
305
Dixon Fnancial Services
California
$321K +$45K +1,232 +16%
1WM
306
1900 Wealth Management
Texas
$320K +$37 +1 +0%
PCM
307
Peirce Capital Management
Texas
$312K -$8.15K -223 -3%
EM
308
ELCO Management
New York
$308K +$308K +8,430 New
MFC
309
Morris Financial Concepts
South Carolina
$307K +$14.3K +391 +5%
SFC
310
Sprinkle Financial Consultants
Colorado
$307K +$307K +8,411 New
MFS
311
Madrona Financial Services
Washington
$304K -$2.27K -62 -0.7%
VF
312
Vawter Financial
Ohio
$303K -$7.31K -200 -2%
HWMC
313
Heritage Wealth Management (California)
California
$303K – – –
CFD
314
Creative Financial Designs
Indiana
$301K +$658 +18 +0.2%
FM
315
Foster & Motley
Ohio
$301K +$301K +8,239 New
AC
316
Annandale Capital
Texas
$298K +$3.29K +90 +1%
BTI
317
Blue Trust Inc
Georgia
$296K +$19K +520 +7%
BCM
318
Brookstone Capital Management
Illinois
$281K +$281K +7,700 New
SAM
319
Synergy Asset Management
Washington
$279K +$279K +7,638 New
PFS
320
Prospera Financial Services
Texas
$274K +$274K +7,505 New
SAM
321
Smartleaf Asset Management
Massachusetts
$272K -$22.6K -619 -8%
QC
322
Quadrature Capital
United Kingdom
$268K +$268K +7,333 New
HIGP
323
Hill Investment Group Partners
Missouri
$262K -$43.6K -1,193 -14%
BIG
324
Builder Investment Group
Georgia
$250K -$104K -2,849 -29%
IFA
325
Index Fund Advisors
California
$249K – – –
11 12
13
14 15