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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

371 hedge funds and large institutions have $2.9B invested in Dimensional US Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 10 closing their positions.

Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.44%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.07%
New
68
Increased
170
Reduced
97
Closed
10
Calls
$5K
Puts
$5K
Net Calls
–
Net Calls Change
+$32K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$15.4M
2
Creative Planning
2
Creative Planning
Kansas
$23.3M
3
SIG
3
Spinnaker Investment Group
California
$57M
4
SFA
4
Sequoia Financial Advisors
Ohio
$118M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$56.1M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$3.26M
2
EW
2
Evoke Wealth
California
$0
3
RJA
3
Raymond James & Associates
Florida
$2.66M
4
WWM
4
Wolff Wiese Magana
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.23M
Name Market Value Shares Shares
Change 		Shares
Change %
KA
51
Kure Advisory
Minnesota
$16M 480,183 +1,109 +0.2%
Bank of America
52
Bank of America
North Carolina
$15.6M 469,322 +8,982 +2%
OIA
53
OneDigital Investment Advisors
Kansas
$15.4M 464,649 +464,649 New
HIG
54
Heritage Investment Group
Florida
$15M 451,835 +19,084 +4%
MWM
55
Mission Wealth Management
California
$14.7M 443,257 +10,682 +2%
SDWIA
56
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$14.2M 427,113 +41,464 +11%
EFP
57
Envision Financial Planning
Tennessee
$14M 420,605 -8,885 -2%
FWM
58
Fonville Wealth Management
Virginia
$14M 420,309 +420,309 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$13.7M 412,149 -19,895 -5%
ZF
60
Zhang Financial
Michigan
$13.6M 408,151 -8,749 -2%
V
61
VeraBank
Texas
$13.4M 402,408 +97,223 +32%
PL
62
Plancorp LLC
Missouri
$13.2M 396,639 +17,011 +4%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$13M 392,415 -23,343 -6%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$13M 389,919 +389,919 New
AF
65
Advisornet Financial
Minnesota
$12.5M 376,168 +8,398 +2%
PWA
66
Physician Wealth Advisors
Utah
$12.2M 361,004 +14,609 +4%
IA
67
IFP Advisors
Florida
$11.6M 348,604 +96,562 +38%
TIM
68
Tortoise Investment Management
New York
$11.5M 347,166 +4,343 +1%
FWS
69
FinDec Wealth Services
California
$11.2M 338,153 +28,920 +9%
WP
70
WealthSource Partners
California
$11.2M 336,505 -7,063 -2%
GPWA
71
Great Point Wealth Advisors
Massachusetts
$11.2M 335,893 -15,812 -4%
CPIG
72
Chicago Partners Investment Group
Illinois
$10.6M 315,425 -1,443 -0.5%
WCWM
73
Willow Creek Wealth Management
California
$10.6M 318,912 +10,160 +3%
BHWM
74
Bay Harbor Wealth Management
Maryland
$10.5M 314,332 +86,531 +38%
AA
75
Advisory Alpha
Michigan
$10.3M 310,474 +4,885 +2%
1 2
3
4 5