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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

319 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, 90 reducing their positions, and 20 closing their positions.

Holders
319
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.09%
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
90
Closed
20
Calls
–
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$167M
2
BA
2
BCM Advisors
Louisiana
$44.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$39.1M
4
KA
4
Kooman & Associates
Pennsylvania
$72.4M
5
MWM
5
Modera Wealth Management
New Jersey
$146M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$598K
2
AWM
2
Activest Wealth Management
Florida
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
RS
4
Retirement Solution
Washington
$6.11M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LFGO
76
Legacy Financial Group (Oklahoma)
Oklahoma
$8.21M 274,271 +16,413 +6%
AFGAS
77
Allegiance Financial Group Advisory Services
Virginia
$7.89M 263,369 +33,832 +15%
MCM
78
MAI Capital Management
Ohio
$7.7M 257,087 +5,903 +2%
WP
79
WMS Partners
Maryland
$7.58M 252,976 -7,732 -3%
IA
80
IFP Advisors
Florida
$7.55M 252,042 -17,438 -6%
CFO
81
CVA Family Office
Colorado
$7.53M 251,297 -4,529 -2%
CWM
82
Cherrydale Wealth Management
New Jersey
$7.48M 249,632 +39,759 +19%
LPL Financial
83
LPL Financial
California
$7.33M 244,760 +14,153 +6%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$7.1M 237,184 -64,060 -21%
IWC
85
Integrated Wealth Concepts
Massachusetts
$7.03M 234,611 +260 +0.1%
BHWM
86
Bay Harbor Wealth Management
Maryland
$6.82M 227,801 +33,030 +17%
EFL
87
ERn Financial LLC
Wisconsin
$6.78M 226,537 -285 -0.1%
Osaic Holdings
88
Osaic Holdings
Arizona
$6.55M 218,751 +47,829 +28%
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$6.49M 216,823 +3,428 +2%
RS
90
Retirement Solution
Washington
$6.11M 204,039 -107,533 -35%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$6.03M 201,232 +21,627 +12%
USCWA
92
U.S. Capital Wealth Advisors
Texas
$6.01M 200,644 – –
FWM
93
FMB Wealth Management
California
$5.99M 199,939 +20,811 +12%
BA
94
Bridge Advisory
California
$5.82M 194,207 +5,991 +3%
DPI
95
Diversified Portfolios Inc
Michigan
$5.77M 192,554 +4,877 +3%
CL
96
COWA LLC
Oklahoma
$5.65M 188,440 +5,227 +3%
MCM
97
Morton Capital Management
California
$5.62M 187,770 +14,387 +8%
SWA
98
Sax Wealth Advisors
New Jersey
$5.35M 178,642 +11,518 +7%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$5.13M 171,359 -15,263 -8%
SFS
100
Security Financial Services
Indiana
$4.88M 162,942 +9,289 +6%
2 3
4
5 6