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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

371 hedge funds and large institutions have $2.9B invested in Dimensional US Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 10 closing their positions.

Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.44%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.07%
New
68
Increased
170
Reduced
97
Closed
10
Calls
$5K
Puts
$5K
Net Calls
–
Net Calls Change
+$32K

Top Buyers

1
VWA
1
Valued Wealth Advisors
Utah
$19.3M
2
SIA
2
Spectrum Investment Advisors
Wisconsin
$18.4M
3
OIA
3
OneDigital Investment Advisors
Kansas
$15.4M
4
FWM
4
Fonville Wealth Management
Virginia
$14M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$13M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$3.26M
2
EW
2
Evoke Wealth
California
$0
3
RJA
3
Raymond James & Associates
Florida
$2.66M
4
WWM
4
Wolff Wiese Magana
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$25.9M 779,657 +75,713 +11%
AFS
27
Annapolis Financial Services
Maryland
$24.4M 734,725 +54,852 +8%
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$23.9M 717,390 +45,828 +7%
RRCM
29
Rappaport Reiches Capital Management
Illinois
$23.6M 708,930 +98,307 +16%
Creative Planning
30
Creative Planning
Kansas
$23.3M 699,300 +376,500 +117%
TAM
31
TCP Asset Management
Ohio
$21.9M 659,063 +29,950 +5%
LWM
32
Liberty Wealth Management
California
$21.6M 648,558 +149,245 +30%
Stifel Financial
33
Stifel Financial
Missouri
$20.8M 624,295 +2,035 +0.3%
FCG
34
Financial Connections Group
California
$20.4M 612,751 +152,345 +33%
SHFA
35
SC&H Financial Advisors
Maryland
$20.2M 608,365 +45,725 +8%
FPAS
36
Focus Partners Advisor Solutions
Missouri
$19.9M 598,601 -2,165 -0.4%
VWA
37
Valued Wealth Advisors
Utah
$19.3M 643,530 +643,530 New
SFG
38
Sterling Financial Group
California
$19.3M 579,109 -21,755 -4%
SIA
39
Spectrum Investment Advisors
Wisconsin
$18.4M 554,761 +554,761 New
PWM
40
PBMares Wealth Management
Virginia
$18M 541,705 +204,447 +61%
PO
41
Private Ocean
California
$18M 541,582 +59,635 +12%
SRWM
42
Shira Ridge Wealth Management
California
$17.9M 538,544 -3,447 -0.6%
AC
43
AWM Capital
Arizona
$17.9M 538,534 +38,371 +8%
HFA
44
Highland Financial Advisors
New Jersey
$17.9M 537,592 +14,643 +3%
PWM
45
Perigon Wealth Management
California
$17.3M 520,200 +66,052 +15%
SC
46
Savant Capital
Illinois
$17.2M 517,528 +114,977 +29%
AFA
47
Alpha Financial Advisors
North Carolina
$17.2M 516,885 +45,112 +10%
AssetMark Inc
48
AssetMark Inc
California
$17.2M 516,626 -5,257 -1%
AWM
49
Austin Wealth Management
Texas
$17.1M 492,252 +137,570 +39%
AA
50
ACT Advisors
North Carolina
$16.8M 503,946 +4,371 +0.9%
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