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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 %
CCMI
376
Creative Capital Management Investments
California
$39.3K – – –
Fidelity Investments
377
Fidelity Investments
Massachusetts
$38.5K +$38.5K +969 +96,900%
NP
378
NorthRock Partners
Minnesota
$37.9K +$37.9K +954 New
GRP
379
Global Retirement Partners
California
$33K +$79 +2 +0.2%
Bank of Montreal
380
Bank of Montreal
Ontario, Canada
$32.2K – – –
MSFP
381
Mark Sheptoff Financial Planning
Connecticut
$30.6K – – –
Comerica Bank
382
Comerica Bank
Texas
$28.6K – – –
Simplex Trading
383
Simplex Trading
Illinois
$27K +$27K +695 New
SIC
384
Salem Investment Counselors
North Carolina
$17.4K -$13.1K -329 -43%
SPIA
385
Steward Partners Investment Advisory
New York
$17.1K – – –
FFO
386
Fortitude Family Office
Arizona
$16.5K +$40 +1 +0.2%
PS
387
Principal Securities
Iowa
$14.5K +$14.5K +365 New
HI
388
Harbour Investments
Wisconsin
$8.18K +$675 +17 +9%
QC
389
Quent Capital
New York
$4.41K +$874 +22 +25%
HNB
390
Huntington National Bank
Ohio
$4.23K – – –
SIS
391
Sound Income Strategies
Florida
$4.01K +$3.97K +100 +10,000%
VWWMG
392
Vermillion & White Wealth Management Group
Pennsylvania
$3.65K – – –
WFA
393
West Financial Advisors
Iowa
$3.57K – – –
BHWM
394
Beaird Harris Wealth Management
Texas
$2.7K – – –
S
395
SignatureFD
Georgia
$2.3K – – –
EWA
396
EverSource Wealth Advisors
Alabama
$360 -$2.2K -55 -86%
EFP
397
Elser Financial Planning
Indiana
– -$62.7M -1,671,168 Closed
KA
398
Kure Advisory
Minnesota
– -$19.4M -516,616 Closed
Two Sigma Investments
399
Two Sigma Investments
New York
– -$3.06M -81,600 Closed
Jane Street
400
Jane Street
New York
– -$2.86M -76,367 Closed
13 14 15
16
17