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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

319 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
319
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.09%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
90
Closed
20
Calls
–
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$167M
2
BA
2
BCM Advisors
Louisiana
$44.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$39.1M
4
KA
4
Kooman & Associates
Pennsylvania
$72.4M
5
MWM
5
Modera Wealth Management
New Jersey
$146M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$598K
2
AWM
2
Activest Wealth Management
Florida
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
RS
4
Retirement Solution
Washington
$6.11M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$12.9M 432,044 -67,498 -14%
EFP
52
Envision Financial Planning
Tennessee
$12.9M 429,490 +429,490 New
ZF
53
Zhang Financial
Michigan
$12.5M 416,900 -1,098 -0.3%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$12.5M 415,758 +196,021 +89%
SC
55
Savant Capital
Illinois
$12.1M 402,551 +72,364 +22%
SDWIA
56
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$11.6M 385,649 +10,881 +3%
PL
57
Plancorp LLC
Missouri
$11.4M 379,628 -1,225 -0.3%
AWM
58
Austin Wealth Management
Texas
$11.2M 354,682 +354,682 New
AF
59
Advisornet Financial
Minnesota
$11M 367,770 -8,644 -2%
GPWA
60
Great Point Wealth Advisors
Massachusetts
$10.5M 351,705 +6,652 +2%
PWA
61
Physician Wealth Advisors
Utah
$10.5M 346,395 +42,576 +14%
RJA
62
Raymond James & Associates
Florida
$10.4M 346,703 +268,554 +344%
WP
63
WealthSource Partners
California
$10.3M 343,568 -26,428 -7%
TIM
64
Tortoise Investment Management
New York
$10.3M 342,823 -8,865 -3%
PWM
65
PBMares Wealth Management
Virginia
$10.1M 337,258 +101,718 +43%
Creative Planning
66
Creative Planning
Kansas
$9.67M 322,800 -7,717 -2%
PFO
67
Pathstone Family Office
New Jersey
$9.6M 552,181 +293,790 +114%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$9.34M 311,704 -13,115 -4%
CPIG
69
Chicago Partners Investment Group
Illinois
$9.27M 316,868 +6,440 +2%
FWS
70
FinDec Wealth Services
California
$9.26M 309,233 +6,651 +2%
WCWM
71
Willow Creek Wealth Management
California
$9.25M 308,752 +55,609 +22%
AA
72
Advisory Alpha
Michigan
$9.15M 305,589 +17,170 +6%
V
73
VeraBank
Texas
$9.14M 305,185 +31,854 +12%
SSC
74
Syverson Strege & Co
Iowa
$9.13M 304,805 +1,075 +0.4%
JWA
75
JFS Wealth Advisors
Pennsylvania
$8.8M 293,659 +21,682 +8%
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