We are live on ! Find out more
DFAU icon

Dimensional US Core Equity Market ETF
DFAU

396 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, 122 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

59% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 122

12% more capital invested

Capital invested by funds: $3.67B → $4.11B (+$438M)

3% more funds holding

Funds holding: 385 → 396 (+11)

0.07% less ownership

Funds ownership: 63.28% → 63.21% (-0.07%)

3% less funds holding in top 10

Funds holding in top 10: 75 → 73 (-2)

Holders
396
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.69%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.05%
New
29
Increased
194
Reduced
122
Closed
15
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$2.58M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$63.9M
2
EW
Evoke Wealth
California
+$62.2M
3
WANY
Wealthspire Advisors (New York)
New York
+$47.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$26.3M
5
AF
Allworth Financial
California
+$18.9M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$62.7M
2
LWM
Liberty Wealth Management
California
-$40.3M
3
KA
Kure Advisory
Minnesota
-$19.4M
4
MWM
Modera Wealth Management
New Jersey
-$12.8M
5
BJL
Brighton Jones LLC
Washington
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
401
Jane Street
New York
– -$2.86M -76,367 Closed
SWM
402
Spire Wealth Management
Virginia
– -$1.2M -32,127 Closed
Renaissance Technologies
403
Renaissance Technologies
New York
– -$1.01M -27,000 Closed
AAS
404
Avantax Advisory Services
Texas
– -$615K -16,395 Closed
DWM
405
Dopkins Wealth Management
New York
– -$583K -15,546 Closed
OFS
406
OneAscent Financial Services
Alabama
– -$522K -13,920 Closed
Goldman Sachs
407
Goldman Sachs
New York
– -$512K -13,650 Closed
GSEP
408
Golden State Equity Partners
California
– -$226K -6,040 Closed
OCM
409
Orion Capital Management
California
– -$60.4K -1,610 Closed
MA
410
Montag & Associates
Georgia
– -$42.6K -1,135 Closed
US Bancorp
411
US Bancorp
Minnesota
– -$25.7K -685 Closed
NRG
412
Nemes Rush Group
Michigan
– -$13.6K -362 Closed
13 14 15 16
17