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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

321 hedge funds and large institutions have $2.2B invested in Dimensional US Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 7 closing their positions.

Holders
321
Holders Change
+19
Holders Change %
+6.29%
% of All Funds
5.06%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
0.88%
New
31
Increased
164
Reduced
87
Closed
7
Calls
$70K
Puts
–
Net Calls
+$70K
Net Calls Change
+$29K

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$143M
2
BF
2
Blankinship & Foster
California
$80.2M
3
AWM
3
Arista Wealth Management
Nevada
$48.8M
4
AssetMark Inc
4
AssetMark Inc
California
$16.2M
5
Betterment LLC
5
Betterment LLC
New York
$24.9M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$5.68M
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$36.1M
3
Jane Street
3
Jane Street
New York
$1.45M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$225K
5
GT
5
Greenleaf Trust
Michigan
$281K
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
26
Sterling Financial Group
California
$20M 645,196 +118,870 +23%
TAM
27
TCP Asset Management
Ohio
$19.6M 633,490 +137,895 +28%
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$19M 611,873 +73,346 +14%
Mariner
29
Mariner
Kansas
$18.8M 608,014 +184,521 +44%
BJL
30
Brighton Jones LLC
Washington
$16.6M 535,860 +98,228 +22%
SRWM
31
Shira Ridge Wealth Management
California
$16.5M 532,274 +30,685 +6%
HFA
32
Highland Financial Advisors
New Jersey
$16.2M 523,673 -840 -0.2%
AssetMark Inc
33
AssetMark Inc
California
$16.2M 522,212 +477,170 +1,059%
AC
34
AWM Capital
Arizona
$15.8M 510,918 -2,466 -0.5%
SHFA
35
SC&H Financial Advisors
Maryland
$15.7M 506,119 +15,035 +3%
PO
36
Private Ocean
California
$15.5M 501,021 -14,434 -3%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$15.5M 499,542 +177,721 +55%
FPAS
38
Focus Partners Advisor Solutions
Missouri
$15.5M 498,846 -6,462 -1%
AA
39
ACT Advisors
North Carolina
$15.3M 494,510 +43,234 +10%
RRCM
40
Rappaport Reiches Capital Management
Illinois
$14.8M 477,175 +78,293 +20%
Bank of America
41
Bank of America
North Carolina
$13.7M 442,379 +14,512 +3%
PWM
42
Perigon Wealth Management
California
$13.7M 440,533 +37,670 +9%
AFA
43
Alpha Financial Advisors
North Carolina
$13.6M 439,341 +94,836 +28%
LWM
44
Liberty Wealth Management
California
$13.3M 428,328 +4,157 +1%
ZF
45
Zhang Financial
Michigan
$13M 417,998 -23,907 -5%
PWMG
46
Pioneer Wealth Management Group
Texas
$12.4M 400,309 +31,158 +8%
PL
47
Plancorp LLC
Missouri
$11.8M 380,853 -2,310 -0.6%
MWM
48
Mission Wealth Management
California
$11.8M 380,295 +52,809 +16%
AF
49
Advisornet Financial
Minnesota
$11.7M 376,414 -1,184 -0.3%
SDWIA
50
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$11.6M 374,768 +42,868 +13%
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