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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 %
EB
326
Emprise Bank
Kansas
$335K -$58.1K -1,464 -15%
HWMC
327
Heritage Wealth Management (California)
California
$329K – – –
CFD
328
Creative Financial Designs
Indiana
$329K +$913 +23 +0.3%
FM
329
Foster & Motley
Ohio
$327K – – –
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$319K +$319K +7,879 New
VF
331
Vawter Financial
Ohio
$297K -$12.3K -310 -4%
BTI
332
Blue Trust Inc
Georgia
$295K -$8.36K -223 -3%
BIG
333
Builder Investment Group
Georgia
$292K +$19.6K +493 +7%
SAM
334
Smartleaf Asset Management
Massachusetts
$290K +$198 +5 +0.1%
Financial Engines Advisors
335
Financial Engines Advisors
California
$279K +$13.6K +343 +5%
IFA
336
Index Fund Advisors
California
$271K – – –
LCM
337
Liberty Capital Management
Michigan
$268K – – –
JIC
338
Joel Isaacson & Co
New York
$265K +$265K +6,684 New
AG
339
Ascent Group
Virginia
$261K – – –
FWI
340
Facet Wealth Inc
Maryland
$260K – – –
WA
341
Wealthstream Advisors
New York
$260K +$278 +7 +0.1%
PHWM
342
Pine Harbor Wealth Management
Maryland
$260K – – –
GLLW
343
Graves Light Lenhart Wealth
Virginia
$258K – – –
TWC
344
TD Waterhouse Canada
Ontario, Canada
$247K – – –
CSWM
345
Cassady Schiller Wealth Management
Ohio
$247K – – –
BWA
346
Blodgett Wealth Advisors
California
$241K – – –
MF
347
Montis Financial
Massachusetts
$241K +$24.6K +620 +11%
AWAG
348
ARS Wealth Advisors Group
Florida
$237K – – –
Neuberger Berman Group
349
Neuberger Berman Group
New York
$232K – – –
HIGP
350
Hill Investment Group Partners
Missouri
$230K – – –
12 13
14
15 16