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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 %
SIMC
326
Squire Investment Management Company
Utah
$212K +$212K +6,372 New
AWM
327
Apollon Wealth Management
South Carolina
$210K -$16K -481 -7%
CSWM
328
Cassady Schiller Wealth Management
Ohio
$207K – – –
TWC
329
TD Waterhouse Canada
Ontario, Canada
$205K – – –
BWA
330
Blodgett Wealth Advisors
California
$202K +$202K +6,072 New
CCA
331
Criterion Capital Advisors
Tennessee
$200K +$200K +6,000 New
AC
332
AlphaCore Capital
California
$184K +$233 +7 +0.1%
Qube Research & Technologies (QRT)
333
Qube Research & Technologies (QRT)
United Kingdom
$161K -$67.9K -2,042 -30%
NSG
334
Nalls Sherbakoff Group
Tennessee
$161K +$632 +19 +0.4%
TWD
335
True Wealth Design
Ohio
$153K – – –
OLVIG
336
Oliver Lagore Vanvalin Investment Group
Michigan
$151K +$38.5K +1,158 +34%
MA
337
MCF Advisors
Kentucky
$137K +$137K +4,132 New
PS
338
Planned Solutions
California
$130K +$130K +3,909 New
MSWM
339
McGlone Suttner Wealth Management
Wisconsin
$120K +$120K +3,600 New
MFA
340
McClarren Financial Advisors
Pennsylvania
$103K +$431 +13 +0.4%
Northwestern Mutual Wealth Management
341
Northwestern Mutual Wealth Management
Wisconsin
$103K +$103K +3,097 New
GWM
342
Geneos Wealth Management
Colorado
$74.1K +$53.7K +1,615 +263%
Citigroup
343
Citigroup
New York
$73.4K – – –
NS
344
NBC Securities
Alabama
$72K – – –
PFM
345
Phillips Financial Management
Indiana
$64.5K -$150K -4,510 -70%
OCM
346
Orion Capital Management
California
$61.4K +$1.76K +53 +3%
EA
347
Evolution Advisers
Virginia
$56K +$56K +1,699 New
CWP
348
Concord Wealth Partners
Virginia
$49.4K +$199 +6 +0.4%
ACA
349
Atlas Capital Advisors
Wyoming
$45.1K – – –
CCMI
350
Creative Capital Management Investments
California
$43.7K – – –
12 13
14
15 16