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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
1
Evoke Wealth
California
$48.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$35M
3
MFA
3
Morling Financial Advisors
California
$17M
4
QFA
4
Quantum Financial Advisors
California
$18.3M
5
LPL Financial
5
LPL Financial
California
$17.8M

Top Sellers

1
AWM
1
Arista Wealth Management
Nevada
$23M
2
MWM
2
Modera Wealth Management
New Jersey
$153M
3
AFS
3
Annapolis Financial Services
Maryland
$6.2M
4
Betterment LLC
4
Betterment LLC
New York
$37.4M
5
PWM
5
Perigon Wealth Management
California
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
351
Concord Wealth Partners
Virginia
$54.4K +$110 +3 +0.2%
ACA
352
Atlas Capital Advisors
Wyoming
$53.2K +$3.65K +100 +7%
US Bancorp
353
US Bancorp
Minnesota
$50.1K -$476K -13,032 -90%
AWM
354
Avior Wealth Management
Nebraska
$43.7K – – –
WFA
355
West Financial Advisors
Iowa
$43.3K – – –
MFT
356
Moisand Fitzgerald Tamayo
Florida
$40.4K – – –
MA
357
Montag & Associates
Georgia
$36.5K +$36.5K +1,000 New
CCMI
358
Creative Capital Management Investments
California
$36.2K -$11.8K -322 -25%
Bank of Montreal
359
Bank of Montreal
Ontario, Canada
$29.8K – – –
MSFP
360
Mark Sheptoff Financial Planning
Connecticut
$28.1K +$8.04K +220 +40%
SIC
361
Salem Investment Counselors
North Carolina
$28.1K +$12K +329 +75%
Comerica Bank
362
Comerica Bank
Texas
$26.3K – – –
WTA
363
Washington Trust Advisors
Massachusetts
$17K – – –
SPIA
364
Steward Partners Investment Advisory
New York
$15.7K – – –
ADL
365
Asset Dedication LLC
California
$15K +$15K +414 New
KSWA
366
Kathleen S. Wright Associates
Pennsylvania
$10.2K +$10.2K +280 New
NP
367
NorthRock Partners
Minnesota
$9.35K – – –
FFO
368
Fortitude Family Office
Arizona
$7.32K +$7.32K +200 New
HI
369
Harbour Investments
Wisconsin
$6.91K – – –
VWWMG
370
Vermillion & White Wealth Management Group
Pennsylvania
$3.36K +$3.36K +92 New
FSWA
371
Financial Synergies Wealth Advisors
Texas
$2.77K +$36 +1 +1%
BHWM
372
Beaird Harris Wealth Management
Texas
$2.49K – – –
EWA
373
EverSource Wealth Advisors
Alabama
$2.24K +$1.93K +55 +611%
QC
374
Quent Capital
New York
$1.94K +$366 +10 +23%
SIS
375
Sound Income Strategies
Florida
$37 – – –
12 13 14
15
16