We are live on ! Find out more
DFAU icon

Dimensional US Core Equity Market ETF

70 hedge funds and large institutions have $322M invested in Dimensional US Core Equity Market ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 25 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 2

733% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 3

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

129% more capital invested

Capital invested by funds: $141M → $322M (+$181M)

119% more funds holding

Funds holding: 3270 (+38)

13.23% less ownership

Funds ownership: 67.45%54.22% (-13%)

Holders
70
Holders Change
+38
Holders Change %
+118.75%
% of All Funds
1.23%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
40
Increased
25
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Teamwork Financial Advisors
Texas
$373K +$363K +13,232 New
CIBC World Market
52
CIBC World Market
Ontario, Canada
$333K +$324K +11,805 New
SWA
53
Sax Wealth Advisors
New Jersey
$326K +$317K +11,565 New
MG
54
Mather Group
Illinois
$305K +$296K +10,809 New
SDH
55
Sloy Dahl & Holst
Washington
$298K +$289K +10,560 New
LWAC
56
Laurel Wealth Advisors (California)
California
$268K +$261K +9,511 New
KA
57
Kovack Advisors
Florida
$263K +$255K +9,320 New
MML Investors Services
58
MML Investors Services
Massachusetts
$254K +$247K +9,002 New
FNBSF
59
First National Bank Sioux Falls
South Dakota
$251K +$244K +8,900 New
AC
60
Applied Capital
Arkansas
$240K +$234K +8,529 New
SSC
61
Syverson Strege & Co
Iowa
$236K +$229K +8,357 New
CA
62
Cetera Advisors
Colorado
$232K -$76.7K -2,800 -25%
PAG
63
Private Advisor Group
New Jersey
$204K +$198K +7,241 New
KAS
64
Kestra Advisory Services
Texas
$201K -$667K -24,332 -77%
GAM
65
Gemmer Asset Management
California
$90K +$247 +9 +0.3%
CMBA
66
C.M. Bidwell & Associates
Hawaii
$77K
ACA
67
Atlas Capital Advisors
Wyoming
$22.5K +$21.9K +799 New
MFT
68
Moisand Fitzgerald Tamayo
Florida
$15K +$14.1K +516 New
NFG
69
Next Financial Group
Texas
$14K +$13.7K +500 New
SPIA
70
Steward Partners Investment Advisory
New York
$12.1K +$11.8K +431 New
W
71
WealthStone
Ohio
-$7.78M -296,076 Closed
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
-$552K -21,000 Closed