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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

376 hedge funds and large institutions have $3.3B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 115 reducing their positions, and 24 closing their positions.

Holders
376
Holders Change
+5
Holders Change %
+1.35%
% of All Funds
5.45%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.12%
New
34
Increased
184
Reduced
115
Closed
24
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
EW
1
Evoke Wealth
California
$48.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$35M
3
MFA
3
Morling Financial Advisors
California
$17M
4
QFA
4
Quantum Financial Advisors
California
$18.3M
5
LPL Financial
5
LPL Financial
California
$17.8M

Top Sellers

1
AWM
1
Arista Wealth Management
Nevada
$23M
2
MWM
2
Modera Wealth Management
New Jersey
$153M
3
AFS
3
Annapolis Financial Services
Maryland
$6.2M
4
Betterment LLC
4
Betterment LLC
New York
$37.4M
5
PWM
5
Perigon Wealth Management
California
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BJL
26
Brighton Jones LLC
Washington
$33.5M 915,748 +88,932 +11%
PWMG
27
Pioneer Wealth Management Group
Texas
$33.4M 914,839 +128,822 +16%
TAM
28
TCP Asset Management
Ohio
$29.6M 810,071 +151,008 +23%
RRCM
29
Rappaport Reiches Capital Management
Illinois
$29.3M 801,815 +92,885 +13%
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$28.3M 775,058 +57,668 +8%
VWA
31
Valued Wealth Advisors
Utah
$27.3M 748,147 +104,617 +16%
Creative Planning
32
Creative Planning
Kansas
$25.8M 706,631 +7,331 +1%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$25.8M 705,308 +106,707 +18%
FCG
34
Financial Connections Group
California
$25.6M 700,802 +88,051 +14%
PWM
35
PBMares Wealth Management
Virginia
$24.9M 682,203 +140,498 +26%
LWM
36
Liberty Wealth Management
California
$24.7M 674,426 +25,868 +4%
SHFA
37
SC&H Financial Advisors
Maryland
$23.4M 641,496 +33,131 +5%
SC
38
Savant Capital
Illinois
$23M 629,680 +112,152 +22%
AWM
39
Arista Wealth Management
Nevada
$23M 628,354 -1,040,779 -62%
Stifel Financial
40
Stifel Financial
Missouri
$22.2M 608,331 -15,964 -3%
SFG
41
Sterling Financial Group
California
$21.7M 593,116 +14,007 +2%
AWM
42
Austin Wealth Management
Texas
$21.2M 576,099 +83,847 +17%
SIA
43
Spectrum Investment Advisors
Wisconsin
$20.8M 567,951 +13,190 +2%
AFA
44
Alpha Financial Advisors
North Carolina
$20.2M 553,025 +36,140 +7%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$20M 547,720 +155,305 +40%
HFA
46
Highland Financial Advisors
New Jersey
$19.4M 530,657 -6,935 -1%
AC
47
AWM Capital
Arizona
$19.4M 529,817 -8,717 -2%
SRWM
48
Shira Ridge Wealth Management
California
$19.3M 527,022 -11,522 -2%
FWM
49
Fonville Wealth Management
Virginia
$18.7M 511,325 +91,016 +22%
AA
50
ACT Advisors
North Carolina
$18.4M 504,196 +250 +0%
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