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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

302 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 76 reducing their positions, and 10 closing their positions.

Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
76
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K

Top Buyers

1
KA
1
Kooman & Associates
Pennsylvania
$52.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$24.9M
3
PFM
3
Parsec Financial Management
North Carolina
$119M
4
AWA
4
Aquire Wealth Advisors
Utah
$79.9M
5
AWM
5
Arista Wealth Management
Nevada
$14.1M

Top Sellers

1
RS
1
Retirement Solution
Washington
$10.4M
2
AWM
2
AE Wealth Management
Kansas
$35.5M
3
MWM
3
Mattern Wealth Management
Kansas
$4.68M
4
Creative Planning
4
Creative Planning
Kansas
$9.16M
5
PFO
5
Pathstone Family Office
New Jersey
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
26
AWM Capital
Arizona
$14.8M 513,384 +5,770 +1%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$14.5M 505,308 +148,870 +42%
SRWM
28
Shira Ridge Wealth Management
California
$14.4M 501,589 +2,364 +0.5%
TAM
29
TCP Asset Management
Ohio
$14.3M 495,595 +111,929 +29%
SFG
30
Sterling Financial Group
California
$14.2M 526,326 – –
SHFA
31
SC&H Financial Advisors
Maryland
$14.1M 491,084 +70,276 +17%
AWM
32
Arista Wealth Management
Nevada
$14.1M 490,482 +367,037 +297%
AA
33
ACT Advisors
North Carolina
$13M 451,276 +114,070 +34%
ZF
34
Zhang Financial
Michigan
$12.7M 441,905 -7,119 -2%
BJL
35
Brighton Jones LLC
Washington
$12.6M 437,632 +150,125 +52%
Bank of America
36
Bank of America
North Carolina
$12.3M 427,867 +268,392 +168%
LWM
37
Liberty Wealth Management
California
$12.3M 424,171 +424,171 New
Mariner
38
Mariner
Kansas
$12.2M 423,493 +99,144 +31%
PWM
39
Perigon Wealth Management
California
$11.6M 402,863 +48,060 +14%
RRCM
40
Rappaport Reiches Capital Management
Illinois
$11.5M 398,882 +92,766 +30%
PL
41
Plancorp LLC
Missouri
$11M 383,163 -4,068 -1%
WP
42
WealthSource Partners
California
$10.9M 379,459 -204 -0.1%
AF
43
Advisornet Financial
Minnesota
$10.9M 377,598 +2,320 +0.6%
PWMG
44
Pioneer Wealth Management Group
Texas
$10.6M 369,151 +35,666 +11%
RS
45
Retirement Solution
Washington
$10.4M 362,605 -3,503,726 -91%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$10.4M 361,833 -12,286 -3%
GPWA
47
Great Point Wealth Advisors
Massachusetts
$9.97M 346,714 -3,004 -0.9%
TIM
48
Tortoise Investment Management
New York
$9.93M 345,237 +9,832 +3%
AFA
49
Alpha Financial Advisors
North Carolina
$9.91M 344,505 +75,283 +28%
SDWIA
50
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$9.55M 331,900 +33,407 +11%
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