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Dimensional US Core Equity Market ETF
DFAU

396 hedge funds and large institutions have $4.11B invested in Dimensional US Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 194 increasing their positions, 122 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

59% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 122

12% more capital invested

Capital invested by funds: $3.67B → $4.11B (+$438M)

3% more funds holding

Funds holding: 385 → 396 (+11)

0.07% less ownership

Funds ownership: 63.28% → 63.21% (-0.07%)

3% less funds holding in top 10

Funds holding in top 10: 75 → 73 (-2)

Holders
396
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.69%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.05%
New
29
Increased
194
Reduced
122
Closed
15
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$2.58M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$63.9M
2
EW
Evoke Wealth
California
+$62.2M
3
WANY
Wealthspire Advisors (New York)
New York
+$47.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$26.3M
5
AF
Allworth Financial
California
+$18.9M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$62.7M
2
LWM
Liberty Wealth Management
California
-$40.3M
3
KA
Kure Advisory
Minnesota
-$19.4M
4
MWM
Modera Wealth Management
New Jersey
-$12.8M
5
BJL
Brighton Jones LLC
Washington
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
26
Pioneer Wealth Management Group
Texas
$40.7M +$1.39M +36,437 +4%
ACP
27
Aveo Capital Partners
Colorado
$39.9M +$463K +12,126 +1%
SC
28
Savant Capital
Illinois
$39.6M +$7.5M +196,398 +25%
RRCM
29
Rappaport Reiches Capital Management
Illinois
$37.5M +$2.65M +69,276 +8%
BJL
30
Brighton Jones LLC
Washington
$35.4M -$3.7M -96,870 -10%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$34.2M +$854K +22,366 +3%
PWM
32
PBMares Wealth Management
Virginia
$33.9M +$3.69M +96,739 +13%
TAM
33
TCP Asset Management
Ohio
$33.4M +$129K +3,369 +0.4%
TWCA
34
Two West Capital Advisors
Kansas
$31.4M +$3.32M +86,998 +12%
FMWA
35
Forvis Mazars Wealth Advisors
Missouri
$30.8M -$623K -16,314 -2%
VWA
36
Valued Wealth Advisors
Utah
$29.4M -$959K -25,105 -3%
LWM
37
Liberty Wealth Management
California
$28.5M -$40.3M -1,055,070 -59%
FCG
38
Financial Connections Group
California
$28.4M -$440K -11,530 -2%
YWM
39
Yardley Wealth Management
Pennsylvania
$28.1M +$27M +707,122 New
SHFA
40
SC&H Financial Advisors
Maryland
$28M +$1.25M +32,757 +5%
AA
41
Advisory Alpha
Michigan
$27.8M +$1.08M +28,401 +4%
AWM
42
Austin Wealth Management
Texas
$27.8M +$2.78M +72,902 +11%
Creative Planning
43
Creative Planning
Kansas
$27.5M -$866K -22,685 -3%
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$27.2M +$26.3M +688,391 New
FPAS
45
Focus Partners Advisor Solutions
Missouri
$27.1M -$1.09M -28,494 -4%
PWS
46
Physician Wealth Solutions
Nevada
$25.3M +$8.72M +228,314 +57%
SFG
47
Sterling Financial Group
California
$25.3M -$46.1K -1,206 -0.2%
LPL Financial
48
LPL Financial
California
$25M +$1.71M +44,805 +8%
PL
49
Plancorp LLC
Missouri
$24.8M -$54.8K -1,436 -0.2%
HFA
50
Highland Financial Advisors
New Jersey
$24.8M +$689K +18,051 +3%
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