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

Top Sellers

1
AWM
Arista Wealth Management
Nevada
$23M
2
MWM
Modera Wealth Management
New Jersey
$153M
3
AFS
Annapolis Financial Services
Maryland
$6.2M
4
Betterment LLC
Betterment LLC
New York
$37.4M
5
PWM
Perigon Wealth Management
California
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
326
Ethos Financial Group
Pennsylvania
$247K +$247K +6,750 New
LCM
327
Liberty Capital Management
Michigan
$246K – – –
AG
328
Ascent Group
Virginia
$240K – – –
PHWM
329
Pine Harbor Wealth Management
Maryland
$239K – – –
GLLW
330
Graves Light Lenhart Wealth
Virginia
$237K -$30.9K -845 -12%
FWI
331
Facet Wealth Inc
Maryland
$237K +$237K +6,587 New
SIMC
332
Squire Investment Management Company
Utah
$230K -$3.29K -90 -1%
TWC
333
TD Waterhouse Canada
Ontario, Canada
$228K – – –
CSWM
334
Cassady Schiller Wealth Management
Ohio
$227K – – –
BWA
335
Blodgett Wealth Advisors
California
$222K – – –
AWAG
336
ARS Wealth Advisors Group
Florida
$218K +$218K +5,960 New
WA
337
Wealthstream Advisors
New York
$217K +$217K +5,941 New
MFGP
338
Marshall Financial Group (Pennsylvania)
Pennsylvania
$211K +$211K +5,774 New
CCA
339
Criterion Capital Advisors
Tennessee
$207K -$12.4K -340 -6%
SWM
340
Soundmark Wealth Management
Washington
$204K +$204K +5,569 New
TWD
341
True Wealth Design
Ohio
$168K – – –
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$133K +$114K +3,142 +617%
Wells Fargo
343
Wells Fargo
California
$95.1K +$84.3K +2,308 +785%
Citigroup
344
Citigroup
New York
$80.7K – – –
OLVIG
345
Oliver Lagore Vanvalin Investment Group
Michigan
$78.2K -$88.2K -2,414 -53%
PFM
346
Phillips Financial Management
Indiana
$70.9K +$37 +1 +0.1%
EA
347
Evolution Advisers
Virginia
$63K – – –
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$61.3K -$51.9K -1,419 -46%
GWM
349
Geneos Wealth Management
Colorado
$59K -$22.5K -615 -28%
OCM
350
Orion Capital Management
California
$58.2K -$9.24K -253 -14%
12 13
14
15 16