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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 %
Fidelity Investments
376
Fidelity Investments
Massachusetts
$37 +$37 +1 New
Jane Street
377
Jane Street
New York
– -$2.68M -80,655 Closed
MHS
378
M Holdings Securities
Oregon
– -$1.82M -54,707 Closed
Renaissance Technologies
379
Renaissance Technologies
New York
– -$1.19M -35,800 Closed
Two Sigma Investments
380
Two Sigma Investments
New York
– -$871K -26,200 Closed
Janney Montgomery Scott
381
Janney Montgomery Scott
Pennsylvania
– -$850K -25,566 Closed
FCI
382
Financial Counselors Inc
Kansas
– -$724K -21,761 Closed
MWA
383
Mills Wealth Advisors
Texas
– -$454K -13,657 Closed
PWP
384
Perfromance Wealth Partners
Illinois
– -$386K -11,614 Closed
EH
385
Equitable Holdings
New York
– -$290K -8,713 Closed
GCA
386
Gradient Capital Advisors
California
– -$239K -7,199 Closed
PEA
387
Park Edge Advisors
Ohio
– -$238K -7,172 Closed
Fisher Asset Management
388
Fisher Asset Management
Washington
– -$232K -6,992 Closed
CAP
389
Columbia Advisory Partners
Washington
– -$228K -6,850 Closed
LA
390
LexAurum Advisors
Kansas
– -$216K -6,500 Closed
AC
391
AlphaCore Capital
California
– -$184K -5,544 Closed
Qube Research & Technologies (QRT)
392
Qube Research & Technologies (QRT)
United Kingdom
– -$161K -4,837 Closed
MA
393
MCF Advisors
Kentucky
– -$137K -4,132 Closed
PS
394
Planned Solutions
California
– -$130K -3,909 Closed
MSWM
395
McGlone Suttner Wealth Management
Wisconsin
– -$120K -3,600 Closed
MFA
396
McClarren Financial Advisors
Pennsylvania
– -$103K -3,110 Closed
NS
397
NBC Securities
Alabama
– -$72K -2,169 Closed
TRCT
398
Tower Research Capital (TRC)
New York
– -$28.1K -844 Closed
OSAM
399
O'Shaughnessy Asset Management
Connecticut
– -$8.65K -260 Closed
NRG
400
Nemes Rush Group
Michigan
– -$898 -27 Closed
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