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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

384 hedge funds and large institutions have $3.67B invested in Dimensional US Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 195 increasing their positions, 106 reducing their positions, and 17 closing their positions.

Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
5.59%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.09%
New
29
Increased
195
Reduced
106
Closed
17
Calls
$2.58M
Puts
–
Net Calls
+$2.58M
Net Calls Change
+$2.59M

Top Buyers

1
AWM
1
Arista Wealth Management
Nevada
$69.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$77.1M
3
SFA
3
Sequoia Financial Advisors
Ohio
$164M
4
LWM
4
Liberty Wealth Management
California
$26M
5
AA
5
Advisory Alpha
Michigan
$25.2M

Top Sellers

1
EW
1
Evoke Wealth
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$31.4M
3
RVPG
3
Relative Value Partners Group
$0
4
TFA
4
Teamwork Financial Advisors
Texas
$0
5
MWM
5
Modera Wealth Management
New Jersey
$151M
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
26
Pioneer Wealth Management Group
Texas
$37.1M 988,871 +74,032 +8%
BJL
27
Brighton Jones LLC
Washington
$37M 987,828 +72,080 +8%
RRCM
28
Rappaport Reiches Capital Management
Illinois
$32.9M 876,709 +74,894 +9%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$31.4M 838,073 -533,351 -39%
TAM
30
TCP Asset Management
Ohio
$31.4M 837,578 +27,507 +3%
SC
31
Savant Capital
Illinois
$30M 800,627 +170,947 +27%
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$29.7M 791,735 +16,677 +2%
VWA
33
Valued Wealth Advisors
Utah
$28.7M 766,221 +18,074 +2%
PWM
34
PBMares Wealth Management
Virginia
$28.4M 757,732 +75,529 +11%
FCG
35
Financial Connections Group
California
$27.3M 727,026 +26,224 +4%
Creative Planning
36
Creative Planning
Kansas
$26.8M 714,512 +7,881 +1%
FPAS
37
Focus Partners Advisor Solutions
Missouri
$26.7M 711,361 +6,053 +0.9%
TWCA
38
Two West Capital Advisors
Kansas
$26.4M 705,277 +705,277 New
LWM
39
Liberty Wealth Management
California
$26M 1,773,543 +1,099,117 +163%
AA
40
Advisory Alpha
Michigan
$25.2M 673,228 +335,879 +100%
SHFA
41
SC&H Financial Advisors
Maryland
$25.2M 672,076 +30,580 +5%
AWM
42
Austin Wealth Management
Texas
$24.4M 635,150 +59,051 +10%
SFG
43
Sterling Financial Group
California
$23.9M 637,796 +44,680 +8%
PL
44
Plancorp LLC
Missouri
$23.5M 627,500 +179,767 +40%
Stifel Financial
45
Stifel Financial
Missouri
$23.1M 617,388 +9,057 +1%
HFA
46
Highland Financial Advisors
New Jersey
$22.7M 606,695 +76,038 +14%
FWM
47
Fonville Wealth Management
Virginia
$22M 587,434 +76,109 +15%
SIA
48
Spectrum Investment Advisors
Wisconsin
$22M 587,125 +19,174 +3%
LPL Financial
49
LPL Financial
California
$22M 585,932 +97,644 +20%
AFA
50
Alpha Financial Advisors
North Carolina
$20.3M 540,916 -12,109 -2%
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