We are live on ! Find out more
DFAU icon

Dimensional US Core Equity Market ETF

372 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, 98 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

580% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 10

73% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 98

20% more funds holding in top 10

Funds holding in top 10: 6173 (+12)

16% more funds holding

Funds holding: 320372 (+52)

16% more capital invested

Capital invested by funds: $2.5B → $2.9B (+$400M)

0% more call options, than puts

Call options by funds: $5K | Put options by funds: $5K

1.49% less ownership

Funds ownership: 64.36%62.87% (-1.5%)

Holders
372
Holders Change
+52
Holders Change %
+16.25%
% of All Funds
5.42%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.06%
New
68
Increased
170
Reduced
98
Closed
10
Calls
$5K
Puts
$5K
Net Calls
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
KA
51
Kure Advisory
Minnesota
$16M +$34.4K +1,109 +0.2%
Bank of America
52
Bank of America
North Carolina
$15.6M +$279K +8,982 +2%
OIA
53
OneDigital Investment Advisors
Kansas
$15.4M +$14.4M +464,649 New
HIG
54
Heritage Investment Group
Florida
$15M +$592K +19,084 +4%
MWM
55
Mission Wealth Management
California
$14.7M +$332K +10,682 +2%
SDWIA
56
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$14.2M +$1.29M +41,464 +11%
EFP
57
Envision Financial Planning
Tennessee
$14M -$276K -8,885 -2%
FWM
58
Fonville Wealth Management
Virginia
$14M +$13M +420,309 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$13.7M -$618K -19,895 -5%
ZF
60
Zhang Financial
Michigan
$13.6M -$272K -8,749 -2%
V
61
VeraBank
Texas
$13.4M +$3.02M +97,223 +32%
PL
62
Plancorp LLC
Missouri
$13.2M +$528K +17,011 +4%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$13M -$725K -23,343 -6%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$13M +$12.1M +389,919 New
AF
65
Advisornet Financial
Minnesota
$12.5M +$261K +8,398 +2%
PWA
66
Physician Wealth Advisors
Utah
$12.2M +$453K +14,609 +4%
IA
67
IFP Advisors
Florida
$11.6M +$3M +96,562 +38%
TIM
68
Tortoise Investment Management
New York
$11.5M +$135K +4,343 +1%
FWS
69
FinDec Wealth Services
California
$11.2M +$898K +28,920 +9%
WP
70
WealthSource Partners
California
$11.2M -$219K -7,063 -2%
GPWA
71
Great Point Wealth Advisors
Massachusetts
$11.2M -$491K -15,812 -4%
CPIG
72
Chicago Partners Investment Group
Illinois
$10.6M -$44.8K -1,443 -0.5%
WCWM
73
Willow Creek Wealth Management
California
$10.6M +$315K +10,160 +3%
BHWM
74
Bay Harbor Wealth Management
Maryland
$10.5M +$2.69M +86,531 +38%
AA
75
Advisory Alpha
Michigan
$10.3M +$152K +4,885 +2%