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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

376 hedge funds and large institutions have $3.3B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 115 reducing their positions, and 24 closing their positions.

Holders
376
Holders Change
+5
Holders Change %
+1.35%
% of All Funds
5.45%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.12%
New
34
Increased
184
Reduced
115
Closed
24
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
EW
1
Evoke Wealth
California
$48.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$35M
3
MFA
3
Morling Financial Advisors
California
$17M
4
QFA
4
Quantum Financial Advisors
California
$18.3M
5
LPL Financial
5
LPL Financial
California
$17.8M

Top Sellers

1
AWM
1
Arista Wealth Management
Nevada
$23M
2
MWM
2
Modera Wealth Management
New Jersey
$153M
3
AFS
3
Annapolis Financial Services
Maryland
$6.2M
4
Betterment LLC
4
Betterment LLC
New York
$37.4M
5
PWM
5
Perigon Wealth Management
California
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PO
51
Private Ocean
California
$18.4M 503,216 -38,366 -7%
KA
52
Kure Advisory
Minnesota
$18.3M 501,726 +21,543 +4%
AssetMark Inc
53
AssetMark Inc
California
$18.3M 500,713 -15,913 -3%
Bank of America
54
Bank of America
North Carolina
$18.3M 500,603 +31,281 +7%
QFA
55
Quantum Financial Advisors
California
$18.3M 499,695 +400,119 +402%
MWM
56
Mission Wealth Management
California
$18.2M 496,841 +53,584 +12%
LPL Financial
57
LPL Financial
California
$17.8M 488,288 +247,872 +103%
SDWIA
58
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$17.4M 476,322 +49,209 +12%
HIG
59
Heritage Investment Group
Florida
$17M 465,158 +13,323 +3%
MFA
60
Morling Financial Advisors
California
$17M 464,065 +417,092 +888%
PL
61
Plancorp LLC
Missouri
$16.4M 447,733 +51,094 +13%
V
62
VeraBank
Texas
$16.2M 443,757 +41,349 +10%
EFP
63
Envision Financial Planning
Tennessee
$15.7M 430,889 +10,284 +2%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$15.4M 422,568 +10,419 +3%
ZF
65
Zhang Financial
Michigan
$15M 411,193 +3,042 +0.7%
Pathstone Holdings
66
Pathstone Holdings
New Jersey
$14.6M 398,268 +8,349 +2%
IA
67
IFP Advisors
Florida
$14.5M 395,636 +47,032 +13%
SWA
68
Sax Wealth Advisors
New Jersey
$13.8M 377,406 +120,175 +47%
TIM
69
Tortoise Investment Management
New York
$13.4M 365,620 +18,454 +5%
PWA
70
Physician Wealth Advisors
Utah
$13.1M 375,196 +14,192 +4%
PWM
71
Perigon Wealth Management
California
$13.1M 359,086 -161,114 -31%
AF
72
Advisornet Financial
Minnesota
$13.1M 358,492 -17,676 -5%
BHWM
73
Bay Harbor Wealth Management
Maryland
$12.5M 341,675 +27,343 +9%
AFGAS
74
Allegiance Financial Group Advisory Services
Virginia
$12.4M 338,703 +32,853 +11%
AA
75
Advisory Alpha
Michigan
$12.3M 337,349 +26,875 +9%
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