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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

302 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 76 reducing their positions, and 10 closing their positions.

Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
76
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K

Top Buyers

1
KA
1
Kooman & Associates
Pennsylvania
$52.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$24.9M
3
PFM
3
Parsec Financial Management
North Carolina
$119M
4
AWA
4
Aquire Wealth Advisors
Utah
$79.9M
5
AWM
5
Arista Wealth Management
Nevada
$14.1M

Top Sellers

1
RS
1
Retirement Solution
Washington
$10.4M
2
AWM
2
AE Wealth Management
Kansas
$35.5M
3
MWM
3
Mattern Wealth Management
Kansas
$4.68M
4
Creative Planning
4
Creative Planning
Kansas
$9.16M
5
PFO
5
Pathstone Family Office
New Jersey
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
76
Brainard Capital Management
Texas
$5.75M 199,857 +40,136 +25%
LPL Financial
77
LPL Financial
California
$5.75M 199,794 -85,617 -30%
DPI
78
Diversified Portfolios Inc
Michigan
$5.64M 195,866 -3,525 -2%
SIS
79
Strategic Investment Solutions
Illinois
$5.5M 191,212 -60,534 -24%
HR
80
Hardy Reed
Mississippi
$5.42M 188,264 -7,485 -4%
MCM
81
MAI Capital Management
Ohio
$5.26M 182,847 +65,754 +56%
CWR
82
Chico Wealth RIA
California
$4.96M 172,499 – –
HIG
83
Heritage Investment Group
Florida
$4.96M 172,323 -6,154 -3%
CPW
84
Catalyst Private Wealth
California
$4.86M 168,898 +8,792 +5%
SWA
85
Sax Wealth Advisors
New Jersey
$4.85M 168,607 +35,052 +26%
CA
86
CGN Advisors
Kansas
$4.78M 166,202 +75,956 +84%
MWM
87
Mattern Wealth Management
Kansas
$4.68M 162,746 -241,525 -60%
MCM
88
Morton Capital Management
California
$4.66M 162,093 -1,807 -1%
FWP
89
Firethorn Wealth Partners
Georgia
$4.48M 154,315 -27,200 -15%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$4.41M 153,404 +59,545 +63%
AA
91
Auxano Advisors
Washington
$4.29M 149,167 -89,312 -37%
HCM
92
Hutchinson Capital Management
California
$4.28M 148,790 +3,402 +2%
AFGAS
93
Allegiance Financial Group Advisory Services
Virginia
$4.28M 148,725 +55,317 +59%
BPA
94
Beacon Pointe Advisors
California
$4.21M 146,299 -6,355 -4%
SFS
95
Security Financial Services
Indiana
$4.14M 144,034 +9,543 +7%
QFA
96
Quantum Financial Advisors
California
$4.09M 142,268 -3,493 -2%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$4.02M 139,639 +46,905 +51%
RFP
98
RCS Financial Planning
Maryland
$3.99M 138,543 -2,168 -2%
MCA
99
Maryland Capital Advisors
Maryland
$3.92M 136,164 +7,871 +6%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$3.9M 135,519 -31 -0%
2 3
4
5 6