DFAU icon

Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

319 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
319
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.09%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
90
Closed
20
Calls
–
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$167M
2
BA
2
BCM Advisors
Louisiana
$44.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$39.1M
4
KA
4
Kooman & Associates
Pennsylvania
$72.4M
5
MWM
5
Modera Wealth Management
New Jersey
$146M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$598K
2
AWM
2
Activest Wealth Management
Florida
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
RS
4
Retirement Solution
Washington
$6.11M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$21.1M 703,944 +95,930 +16%
AFS
27
Annapolis Financial Services
Maryland
$20.4M 679,873 +21,869 +3%
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$20.1M 671,562 +59,689 +10%
BJL
29
Brighton Jones LLC
Washington
$18.9M 629,795 +93,935 +18%
TAM
30
TCP Asset Management
Ohio
$18.8M 629,113 -4,377 -0.7%
Stifel Financial
31
Stifel Financial
Missouri
$18.6M 622,260 -32,261 -5%
RRCM
32
Rappaport Reiches Capital Management
Illinois
$18.3M 610,623 +133,448 +28%
SFG
33
Sterling Financial Group
California
$18M 600,864 -44,332 -7%
FPAS
34
Focus Partners Advisor Solutions
Missouri
$18M 600,766 +101,920 +20%
SHFA
35
SC&H Financial Advisors
Maryland
$16.9M 562,640 +56,521 +11%
SRWM
36
Shira Ridge Wealth Management
California
$16.2M 541,991 +9,717 +2%
HFA
37
Highland Financial Advisors
New Jersey
$15.7M 522,949 -724 -0.1%
AssetMark Inc
38
AssetMark Inc
California
$15.6M 521,883 -329 -0.1%
PWMG
39
Pioneer Wealth Management Group
Texas
$15.2M 508,595 +108,286 +27%
AC
40
AWM Capital
Arizona
$15M 500,163 -10,755 -2%
AA
41
ACT Advisors
North Carolina
$15M 499,575 +5,065 +1%
LWM
42
Liberty Wealth Management
California
$14.9M 499,313 +70,985 +17%
PO
43
Private Ocean
California
$14.4M 481,947 -19,074 -4%
KA
44
Kure Advisory
Minnesota
$14.3M 479,074 +479,074 New
AFA
45
Alpha Financial Advisors
North Carolina
$14.1M 471,773 +32,432 +7%
FCG
46
Financial Connections Group
California
$13.8M 460,406 +176,794 +62%
Bank of America
47
Bank of America
North Carolina
$13.8M 460,340 +17,961 +4%
PWM
48
Perigon Wealth Management
California
$13.6M 454,148 +13,615 +3%
HIG
49
Heritage Investment Group
Florida
$13M 432,751 +251,743 +139%
MWM
50
Mission Wealth Management
California
$13M 432,575 +52,280 +14%
1
2
3 4 5