We are live on ! Find out more
DFAU icon

Dimensional US Core Equity Market ETF

320 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 91

14% more capital invested

Capital invested by funds: $2.2B → $2.5B (+$306M)

9% more funds holding in top 10

Funds holding in top 10: 5661 (+5)

6% more ownership

Funds ownership: 58.36%64.36% (+6%)

1% less funds holding

Funds holding: 322320 (-2)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $32K

Holders
320
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.08%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
91
Closed
20
Calls
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
LFGO
76
Legacy Financial Group (Oklahoma)
Oklahoma
$8.21M +$511K +16,413 +6%
AFGAS
77
Allegiance Financial Group Advisory Services
Virginia
$7.89M +$1.05M +33,832 +15%
MCM
78
MAI Capital Management
Ohio
$7.7M +$184K +5,903 +2%
WP
79
WMS Partners
Maryland
$7.58M -$241K -7,732 -3%
IA
80
IFP Advisors
Florida
$7.55M -$543K -17,438 -6%
CFO
81
CVA Family Office
Colorado
$7.53M -$141K -4,529 -2%
CWM
82
Cherrydale Wealth Management
New Jersey
$7.48M +$1.24M +39,759 +19%
LPL Financial
83
LPL Financial
California
$7.33M +$441K +14,153 +6%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$7.1M -$1.99M -64,060 -21%
IWC
85
Integrated Wealth Concepts
Massachusetts
$7.03M +$8.1K +260 +0.1%
BHWM
86
Bay Harbor Wealth Management
Maryland
$6.82M +$1.03M +33,030 +17%
EFL
87
ERn Financial LLC
Wisconsin
$6.78M -$8.87K -285 -0.1%
Osaic Holdings
88
Osaic Holdings
Arizona
$6.55M +$1.49M +47,829 +28%
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$6.49M +$107K +3,428 +2%
RS
90
Retirement Solution
Washington
$6.11M -$3.35M -107,533 -35%
JP Morgan Chase
91
JP Morgan Chase
New York
$6.03M +$673K +21,627 +12%
USCWA
92
U.S. Capital Wealth Advisors
Texas
$6.01M
FWM
93
FMB Wealth Management
California
$5.99M +$648K +20,811 +12%
BA
94
Bridge Advisory
California
$5.82M +$187K +5,991 +3%
DPI
95
Diversified Portfolios Inc
Michigan
$5.77M +$152K +4,877 +3%
CL
96
COWA LLC
Oklahoma
$5.65M +$163K +5,227 +3%
MCM
97
Morton Capital Management
California
$5.62M +$448K +14,387 +8%
SWA
98
Sax Wealth Advisors
New Jersey
$5.35M +$359K +11,518 +7%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$5.13M -$475K -15,263 -8%
SFS
100
Security Financial Services
Indiana
$4.88M +$289K +9,289 +6%