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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

395 hedge funds and large institutions have $4.11B invested in Dimensional US Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 194 increasing their positions, 121 reducing their positions, and 15 closing their positions.

Holders
395
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.71%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
29
Increased
194
Reduced
121
Closed
15
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$2.58M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$66.4M
2
EW
2
Evoke Wealth
California
$64.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$49.1M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$27.2M
5
AF
5
Allworth Financial
California
$114M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$0
2
LWM
2
Liberty Wealth Management
California
$28.5M
3
KA
3
Kure Advisory
Minnesota
$0
4
MWM
4
Modera Wealth Management
New Jersey
$146M
5
BJL
5
Brighton Jones LLC
Washington
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
51
Fonville Wealth Management
Virginia
$24.2M 609,880 +22,446 +4%
QFA
52
Quantum Financial Advisors
California
$23.8M 599,679 +99,981 +20%
SIA
53
Spectrum Investment Advisors
Wisconsin
$23.5M 593,122 +5,997 +1%
AFA
54
Alpha Financial Advisors
North Carolina
$23.2M 584,782 +43,866 +8%
Stifel Financial
55
Stifel Financial
Missouri
$23.2M 584,573 -32,815 -5%
AA
56
ACT Advisors
North Carolina
$21M 528,454 +33,920 +7%
SDWIA
57
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$20.9M 526,639 +51,324 +11%
SRWM
58
Shira Ridge Wealth Management
California
$20.9M 525,917 -5,976 -1%
BHWM
59
Bay Harbor Wealth Management
Maryland
$20.8M 524,078 +85,688 +20%
EFP
60
Envision Financial Planning
Tennessee
$20.3M 511,623 +71,976 +16%
AC
61
AWM Capital
Arizona
$20.3M 510,351 -17,103 -3%
HWM
62
Hemington Wealth Management
Virginia
$20.1M 510,631 +190,727 +60%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$20.1M 506,617 +56,834 +13%
MWM
64
Mission Wealth Management
California
$19.8M 498,168 +11,470 +2%
MFA
65
Morling Financial Advisors
California
$19.5M 491,773 +18,843 +4%
Pathstone Holdings
66
Pathstone Holdings
New Jersey
$19.3M 486,642 +60,546 +14%
IA
67
IFP Advisors
Florida
$19.1M 482,309 +31,721 +7%
HIG
68
Heritage Investment Group
Florida
$19M 478,256 +12,722 +3%
V
69
VeraBank
Texas
$18.7M 469,935 +18,092 +4%
Bank of America
70
Bank of America
North Carolina
$18.6M 468,677 -55,559 -11%
AssetMark Inc
71
AssetMark Inc
California
$18.4M 464,620 -53,858 -10%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$16.7M 421,418 -23,403 -5%
ZF
73
Zhang Financial
Michigan
$16.4M 412,573 +966 +0.2%
SWA
74
Sax Wealth Advisors
New Jersey
$16M 402,492 +943 +0.2%
AF
75
Advisornet Financial
Minnesota
$15.9M 401,749 +47,528 +13%
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