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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

384 hedge funds and large institutions have $3.67B invested in Dimensional US Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 195 increasing their positions, 106 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
5.59%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.09%
New
29
Increased
195
Reduced
106
Closed
17
Calls
$2.58M
Puts
–
Net Calls
+$2.58M
Net Calls Change
+$2.59M

Top Buyers

1
AWM
1
Arista Wealth Management
Nevada
$69.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$77.1M
3
SFA
3
Sequoia Financial Advisors
Ohio
$164M
4
LWM
4
Liberty Wealth Management
California
$26M
5
AA
5
Advisory Alpha
Michigan
$25.2M

Top Sellers

1
EW
1
Evoke Wealth
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$31.4M
3
RVPG
3
Relative Value Partners Group
$0
4
TFA
4
Teamwork Financial Advisors
Texas
$0
5
MWM
5
Modera Wealth Management
New Jersey
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
326
Creative Financial Designs
Indiana
$310K +$825 +22 +0.3%
FM
327
Foster & Motley
Ohio
$309K – – –
BTI
328
Blue Trust Inc
Georgia
$296K – – –
VF
329
Vawter Financial
Ohio
$292K -$18.9K -503 -6%
SAM
330
Smartleaf Asset Management
Massachusetts
$276K -$4.51K -120 -2%
BIG
331
Builder Investment Group
Georgia
$257K – – –
IFA
332
Index Fund Advisors
California
$256K – – –
LCM
333
Liberty Capital Management
Michigan
$253K – – –
Financial Engines Advisors
334
Financial Engines Advisors
California
$251K +$251K +6,692 New
FWI
335
Facet Wealth Inc
Maryland
$248K – – –
AG
336
Ascent Group
Virginia
$246K – – –
PHWM
337
Pine Harbor Wealth Management
Maryland
$245K – – –
WA
338
Wealthstream Advisors
New York
$245K +$22.4K +598 +10%
GLLW
339
Graves Light Lenhart Wealth
Virginia
$244K – – –
TWC
340
TD Waterhouse Canada
Ontario, Canada
$236K – – –
HIGP
341
Hill Investment Group Partners
Missouri
$235K -$39.7K -1,035 -14%
CSWM
342
Cassady Schiller Wealth Management
Ohio
$233K – – –
BWA
343
Blodgett Wealth Advisors
California
$228K – – –
GSEP
344
Golden State Equity Partners
California
$226K +$226K +6,040 New
AWAG
345
ARS Wealth Advisors Group
Florida
$223K – – –
Neuberger Berman Group
346
Neuberger Berman Group
New York
$219K +$219K +5,845 New
CCA
347
Criterion Capital Advisors
Tennessee
$212K – – –
MF
348
Montis Financial
Massachusetts
$204K +$204K +5,450 New
TWD
349
True Wealth Design
Ohio
$172K – – –
EWA
350
EP Wealth Advisors
California
$134K +$134K +3,574 New
12 13
14
15 16