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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 %
GA
301
Greenspring Advisors
Maryland
$429K -$12.7K -320 -3%
PWIA
302
Porter White Investment Advisors
Alabama
$426K -$351K -8,836 -45%
CIBC World Market
303
CIBC World Market
Ontario, Canada
$425K – – –
UWPG
304
Ullmann Wealth Partners Group
Florida
$417K -$33.3K -838 -7%
PCM
305
Parsons Capital Management
Rhode Island
$417K -$342K -8,628 -45%
EFS
306
Essex Financial Services
Connecticut
$414K -$218K -5,414 -35%
VPP
307
Vertex Planning Partners
Illinois
$413K +$49.5K +1,248 +14%
DFS
308
Dixon Fnancial Services
California
$410K +$27K +679 +7%
AC
309
Annandale Capital
Texas
$400K +$57.6K +1,450 +17%
TI
310
tru Independence
Oregon
$392K +$1.11K +28 +0.3%
RWM
311
Ruedi Wealth Management
Illinois
$386K +$79 +2 +0%
SC
312
Shearwater Capital
Colorado
$380K – – –
CAS
313
Coppell Advisory Solutions
Texas
$378K -$27.7K -701 -7%
WFA
314
WMG Financial Advisors
Tennessee
$376K -$19.8K -500 -5%
CSB
315
City State Bank
Iowa
$375K -$12.3K -310 -3%
AWM
316
Axxcess Wealth Management
California
$368K +$992 +25 +0.3%
AWS
317
Atria Wealth Solutions
New York
$352K -$39.5K -995 -10%
PA
318
Parallel Advisors
California
$351K – – –
GWS
319
Glassman Wealth Services
Virginia
$350K – – –
PWP
320
Perfromance Wealth Partners
Illinois
$348K -$101K -2,553 -23%
LAM
321
LifePro Asset Management
California
$345K -$4.92K -124 -1%
SIMC
322
Squire Investment Management Company
Utah
$345K -$198 -5 -0.1%
Wells Fargo
323
Wells Fargo
California
$344K +$340K +8,573 +10,329%
PCM
324
Peirce Capital Management
Texas
$339K – – –
SFC
325
Sprinkle Financial Consultants
Colorado
$336K +$913 +23 +0.3%
11 12
13
14 15