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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

302 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 76 reducing their positions, and 10 closing their positions.

Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
76
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K

Top Buyers

1
KA
1
Kooman & Associates
Pennsylvania
$52.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$24.9M
3
PFM
3
Parsec Financial Management
North Carolina
$119M
4
AWA
4
Aquire Wealth Advisors
Utah
$79.9M
5
AWM
5
Arista Wealth Management
Nevada
$14.1M

Top Sellers

1
RS
1
Retirement Solution
Washington
$10.4M
2
AWM
2
AE Wealth Management
Kansas
$35.5M
3
MWM
3
Mattern Wealth Management
Kansas
$4.68M
4
Creative Planning
4
Creative Planning
Kansas
$9.16M
5
PFO
5
Pathstone Family Office
New Jersey
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Mission Wealth Management
California
$9.42M 327,486 +56,694 +21%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$9.26M 321,821 -12,530 -4%
Creative Planning
53
Creative Planning
Kansas
$9.16M 318,401 -234,583 -42%
CPIG
54
Chicago Partners Investment Group
Illinois
$8.77M 303,477 +40,289 +15%
Jane Street
55
Jane Street
New York
$8.72M 303,030 +194,186 +178%
PWA
56
Physician Wealth Advisors
Utah
$8.71M 300,243 +18,050 +6%
FWS
57
FinDec Wealth Services
California
$8.62M 299,764 -67,167 -18%
SSC
58
Syverson Strege & Co
Iowa
$8.58M 298,224 -9,845 -3%
WP
59
WMS Partners
Maryland
$8.42M 292,643 -35,931 -11%
FCG
60
Financial Connections Group
California
$8.1M 281,383 +5,602 +2%
SC
61
Savant Capital
Illinois
$7.93M 275,583 +37,063 +16%
AA
62
Advisory Alpha
Michigan
$7.87M 273,418 +32,017 +13%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$7.44M 258,699 -41,661 -14%
WCWM
64
Willow Creek Wealth Management
California
$7.35M 255,531 +29,208 +13%
CFO
65
CVA Family Office
Colorado
$7.25M 252,162 +3,241 +1%
IWC
66
Integrated Wealth Concepts
Massachusetts
$7M 243,240 +129,363 +114%
JWA
67
JFS Wealth Advisors
Pennsylvania
$6.79M 236,174 +16,066 +7%
LFGO
68
Legacy Financial Group (Oklahoma)
Oklahoma
$6.52M 226,779 +37,400 +20%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$6.45M 224,320 +3,491 +2%
CWM
70
Cherrydale Wealth Management
New Jersey
$6.3M 219,017 +13,468 +7%
EFL
71
ERn Financial LLC
Wisconsin
$6.28M 218,263 +8,025 +4%
IA
72
IFP Advisors
Florida
$6.25M 252,669 +12,453 +5%
USCWA
73
U.S. Capital Wealth Advisors
Texas
$6.06M 210,780 +12,809 +6%
Osaic Holdings
74
Osaic Holdings
Arizona
$6M 208,556 +31,601 +18%
PWM
75
PBMares Wealth Management
Virginia
$5.85M 203,441 +16,844 +9%
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