We are live on ! Find out more
DFAU icon

Dimensional US Core Equity Market ETF

70 hedge funds and large institutions have $322M invested in Dimensional US Core Equity Market ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 25 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 2

733% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 3

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

129% more capital invested

Capital invested by funds: $141M → $322M (+$181M)

119% more funds holding

Funds holding: 3270 (+38)

13.23% less ownership

Funds ownership: 67.45%54.22% (-13%)

Holders
70
Holders Change
+38
Holders Change %
+118.75%
% of All Funds
1.23%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
40
Increased
25
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
26
Rehmann Capital Advisory Group
Michigan
$2.58M +$1.23M +44,912 +96%
HB
27
Homrich & Berg
Georgia
$1.76M +$1.71M +62,301 New
PWM
28
Perigon Wealth Management
California
$1.61M +$1.31M +47,911 +515%
CIAS
29
Capital Investment Advisory Services
North Carolina
$1.43M +$1.39M +50,776 New
BFA
30
Beacon Financial Advisory
Ohio
$1.35M +$1.31M +47,827 New
CL
31
CPWM LLC
Washington
$1.28M +$1.24M +45,361 New
AFS
32
Annapolis Financial Services
Maryland
$1.09M +$944K +34,460 +836%
CAN
33
Cetera Advisor Networks
California
$1.04M +$494K +18,036 +95%
CA
34
CGN Advisors
Kansas
$990K +$963K +35,146 New
EFL
35
ERn Financial LLC
Wisconsin
$871K +$847K +30,910 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$841K +$548K +20,003 +203%
UWM
37
USAdvisors Wealth Management
Minnesota
$717K +$698K +25,450 New
Osaic Holdings
38
Osaic Holdings
Arizona
$655K +$637K +23,235 New
UR
39
USCA RIA
Texas
$618K +$601K +21,933 New
IA
40
IFP Advisors
Florida
$591K +$544K +19,855 +1,798%
Citadel Advisors
41
Citadel Advisors
Florida
$584K +$568K +20,708 New
Jane Street
42
Jane Street
New York
$577K -$270K -9,853 -33%
VCM
43
Versant Capital Management
Arizona
$549K +$534K +19,482 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$476K +$463K +16,899 New
WCWM
45
Willow Creek Wealth Management
California
$446K +$434K +15,823 New
DAS
46
Dynamic Advisor Solutions
Arizona
$434K +$422K +15,408 New
RB
47
Renasant Bank
Mississippi
$426K +$415K +15,127 New
PCM
48
Parsons Capital Management
Rhode Island
$416K +$405K +14,772 New
EAM
49
Evanson Asset Management
California
$400K +$389K +14,210 New
AWM
50
AE Wealth Management
Kansas
$373K +$363K +13,232 New