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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

115 hedge funds and large institutions have $544M invested in Dimensional US Core Equity Market ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
115
Holders Change
+20
Holders Change %
+21.05%
% of All Funds
2.02%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
26
Increased
71
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KMWM
1
Keudell/Morrison Wealth Management
Oregon
$43.9M
2
PFM
2
Parsec Financial Management
North Carolina
$48.5M
3
MWM
3
Mattern Wealth Management
Kansas
$8.11M
4
Stifel Financial
4
Stifel Financial
Missouri
$7.62M
5
PPA
5
Parametric Portfolio Associates
Washington
$5.07M

Top Sellers

1
CFO
1
CVA Family Office
Colorado
$0
2
AF
2
Advisornet Financial
Minnesota
$2.73M
3
UBS Group
3
UBS Group
Switzerland
$3.36M
4
Jane Street
4
Jane Street
New York
$0
5
HR
5
Hardy Reed
Mississippi
$8.13M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$4.53M 150,392 +110,614 +278%
CL
27
COWA LLC
Oklahoma
$4.3M 141,995 +28,985 +26%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4.1M 136,161 +7,061 +5%
AA
29
Advisory Alpha
Michigan
$4.08M 135,449 +12,412 +10%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$3.78M 126,739 +11,876 +10%
CIAS
31
Capital Investment Advisory Services
North Carolina
$3.69M 122,435 +44,664 +57%
Betterment LLC
32
Betterment LLC
New York
$3.41M 113,155 +113,155 New
UBS Group
33
UBS Group
Switzerland
$3.36M 111,476 -40,703 -27%
AF
34
Advisornet Financial
Minnesota
$2.73M 90,565 -47,602 -34%
CL
35
CPWM LLC
Washington
$2.71M 90,023 +9,273 +11%
PWM
36
Perigon Wealth Management
California
$2.71M 89,931 +13,780 +18%
USCWA
37
U.S. Capital Wealth Advisors
Texas
$2.14M 70,940 +70,940 New
AC
38
AWM Capital
Arizona
$2.09M 63,729 +63,729 New
OPS
39
Orion Portfolio Solutions
Nebraska
$2.07M 68,514 +1,967 +3%
EFL
40
ERn Financial LLC
Wisconsin
$2.04M 67,621 +10,632 +19%
DADC
41
D.A. Davidson & Co
Montana
$1.88M 62,300 +5,500 +10%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.83M 60,690 +17,309 +40%
CA
43
CGN Advisors
Kansas
$1.76M 58,428 +9,930 +20%
AIS
44
American Investment Services
Massachusetts
$1.72M 57,057 +5,981 +12%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.59M 52,758 +52,758 New
AFS
46
Annapolis Financial Services
Maryland
$1.53M 50,724 +7,700 +18%
SC
47
Savant Capital
Illinois
$1.49M 49,575 +19,949 +67%
MCA
48
Magnolia Capital Advisors
Mississippi
$1.45M 47,945 +3,878 +9%
MG
49
Mather Group
Illinois
$1.31M 43,347 +27,132 +167%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.23M 40,725 +13,633 +50%
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