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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

384 hedge funds and large institutions have $3.67B invested in Dimensional US Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 195 increasing their positions, 106 reducing their positions, and 17 closing their positions.

Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
5.59%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.09%
New
29
Increased
195
Reduced
106
Closed
17
Calls
$2.58M
Puts
–
Net Calls
+$2.58M
Net Calls Change
+$2.59M

Top Buyers

1
AWM
1
Arista Wealth Management
Nevada
$69.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$77.1M
3
SFA
3
Sequoia Financial Advisors
Ohio
$164M
4
LWM
4
Liberty Wealth Management
California
$26M
5
AA
5
Advisory Alpha
Michigan
$25.2M

Top Sellers

1
EW
1
Evoke Wealth
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$31.4M
3
RVPG
3
Relative Value Partners Group
$0
4
TFA
4
Teamwork Financial Advisors
Texas
$0
5
MWM
5
Modera Wealth Management
New Jersey
$151M
Name Market Value Shares Shares
Change 		Shares
Change %
SRWM
51
Shira Ridge Wealth Management
California
$19.9M 531,893 +4,871 +0.9%
AC
52
AWM Capital
Arizona
$19.8M 527,454 -2,363 -0.4%
Bank of America
53
Bank of America
North Carolina
$19.7M 524,236 +23,633 +5%
AssetMark Inc
54
AssetMark Inc
California
$19.4M 518,478 +17,765 +4%
KA
55
Kure Advisory
Minnesota
$19.4M 516,616 +14,890 +3%
PO
56
Private Ocean
California
$18.9M 504,608 +1,392 +0.3%
QFA
57
Quantum Financial Advisors
California
$18.7M 499,698 +3 +0%
AA
58
ACT Advisors
North Carolina
$18.5M 494,534 -9,662 -2%
MWM
59
Mission Wealth Management
California
$18.2M 486,698 -10,143 -2%
SDWIA
60
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$17.8M 475,315 -1,007 -0.2%
MFA
61
Morling Financial Advisors
California
$17.7M 472,930 +8,865 +2%
HIG
62
Heritage Investment Group
Florida
$17.5M 465,534 +376 +0.1%
V
63
VeraBank
Texas
$16.9M 451,843 +8,086 +2%
IA
64
IFP Advisors
Florida
$16.9M 450,588 +54,952 +14%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$16.9M 449,783 +27,215 +6%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$16.7M 444,821 -102,899 -19%
EFP
67
Envision Financial Planning
Tennessee
$16.5M 439,647 +8,758 +2%
BHWM
68
Bay Harbor Wealth Management
Maryland
$16.4M 438,390 +96,715 +28%
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$16M 426,096 +27,828 +7%
ZF
70
Zhang Financial
Michigan
$15.4M 411,607 +414 +0.1%
PWM
71
Perigon Wealth Management
California
$15.1M 402,881 +43,795 +12%
PWS
72
Physician Wealth Solutions
Nevada
$15.1M 402,546 +72,584 +22%
SWA
73
Sax Wealth Advisors
New Jersey
$15.1M 401,549 +24,143 +6%
PWA
74
Physician Wealth Advisors
Utah
$14.8M 378,629 +3,433 +0.9%
TIM
75
Tortoise Investment Management
New York
$14.4M 385,052 +19,432 +5%
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