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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

163 hedge funds and large institutions have $910M invested in Dimensional US Core Equity Market ETF in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 78 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+48
Holders Change %
+41.74%
% of All Funds
2.52%
Holding in Top 10
21
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+133.33%
% of All Funds
0.32%
New
61
Increased
78
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$72.9M
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$61M
3
SFA
3
Sequoia Financial Advisors
Ohio
$45M
4
PFM
4
Parsec Financial Management
North Carolina
$56.6M
5
MWM
5
Mattern Wealth Management
Kansas
$16M

Top Sellers

1
KMWM
1
Keudell/Morrison Wealth Management
Oregon
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
26
WealthSource Partners
California
$6.88M +$173K +5,232 +3%
FCG
27
Financial Connections Group
California
$6.57M +$6.57M +199,208 New
CPIG
28
Chicago Partners Investment Group
Illinois
$6.52M +$241K +7,848 +4%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$6.42M +$482K +14,619 +8%
WFA
30
WMG Financial Advisors
Tennessee
$6.4M +$6.4M +193,636 New
ALWM
31
Andrews Lucia Wealth Management
California
$6.23M +$6.23M +188,830 New
SDWIA
32
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.2M +$785K +23,792 +14%
PPA
33
Parametric Portfolio Associates
Washington
$6.13M +$577K +17,484 +10%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$5.47M +$979K +29,657 +22%
AA
35
Ancora Advisors
Ohio
$5.34M -$16K -486 -0.3%
CFO
36
CVA Family Office
Colorado
$5.31M +$5.31M +160,743 New
CW
37
CreativeOne Wealth
Kansas
$5.04M -$324K -9,825 -6%
CAN
38
Cetera Advisor Networks
California
$5.01M +$48.8K +1,479 +1%
AA
39
Advisory Alpha
Michigan
$4.77M +$298K +9,016 +7%
B
40
BetterWealth
California
$4.63M +$4.63M +140,143 New
RCAG
41
Rehmann Capital Advisory Group
Michigan
$4.23M +$47K +1,423 +1%
AC
42
AWM Capital
Arizona
$4.1M +$2M +60,526 +95%
WG
43
Watchman Group
Texas
$3.9M +$3.48M +105,565 +831%
Betterment LLC
44
Betterment LLC
New York
$3.85M +$112K +3,380 +3%
UBS Group
45
UBS Group
Switzerland
$3.82M +$144K +4,378 +4%
PWM
46
Perigon Wealth Management
California
$3.81M +$845K +25,596 +28%
CIAS
47
Capital Investment Advisory Services
North Carolina
$3.74M -$300K -9,076 -7%
AFS
48
Annapolis Financial Services
Maryland
$3.58M +$1.9M +57,612 +114%
BJL
49
Brighton Jones LLC
Washington
$3.5M +$2.83M +85,775 +421%
USCWA
50
U.S. Capital Wealth Advisors
Texas
$3.03M +$686K +20,776 +29%
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