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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 %
AWM
351
Avior Wealth Management
Nebraska
$39.7K – – –
WFA
352
West Financial Advisors
Iowa
$39.4K -$360K -10,841 -90%
MFT
353
Moisand Fitzgerald Tamayo
Florida
$36.8K +$7.88K +237 +27%
TRCT
354
Tower Research Capital (TRC)
New York
$28.1K -$292K -8,781 -91%
Bank of Montreal
355
Bank of Montreal
Ontario, Canada
$27.2K – – –
Comerica Bank
356
Comerica Bank
Texas
$23.9K – – –
MSFP
357
Mark Sheptoff Financial Planning
Connecticut
$18.3K – – –
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$17K -$28K -837 -62%
WTA
359
Washington Trust Advisors
Massachusetts
$15.5K – – –
SIC
360
Salem Investment Counselors
North Carolina
$14.6K – – –
SPIA
361
Steward Partners Investment Advisory
New York
$14.3K -$399 -12 -3%
Wells Fargo
362
Wells Fargo
California
$9.78K -$14.2K -426 -59%
OSAM
363
O'Shaughnessy Asset Management
Connecticut
$8.65K – – –
NP
364
NorthRock Partners
Minnesota
$8.51K +$8.51K +256 New
HI
365
Harbour Investments
Wisconsin
$6.28K +$6.28K +189 New
BHWM
366
Beaird Harris Wealth Management
Texas
$2.26K – – –
FSWA
367
Financial Synergies Wealth Advisors
Texas
$2.02K – – –
QC
368
Quent Capital
New York
$1.43K +$799 +24 +126%
NRG
369
Nemes Rush Group
Michigan
$898 +$898 +27 New
EWA
370
EverSource Wealth Advisors
Alabama
$301 – – –
SIS
371
Sound Income Strategies
Florida
$33 – – –
EW
372
Evoke Wealth
California
– -$34.1M -1,137,192 Closed
WWM
373
Wolff Wiese Magana
California
– -$3.5M -116,989 Closed
MA
374
Mutual Advisors
Nebraska
– -$536K -17,910 Closed
BCM
375
Brookstone Capital Management
Illinois
– -$249K -8,371 Closed
12 13 14
15
16