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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

371 hedge funds and large institutions have $2.9B invested in Dimensional US Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 10 closing their positions.

Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.44%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.07%
New
68
Increased
170
Reduced
97
Closed
10
Calls
$5K
Puts
$5K
Net Calls
–
Net Calls Change
+$32K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$15.4M
2
Creative Planning
2
Creative Planning
Kansas
$23.3M
3
SIG
3
Spinnaker Investment Group
California
$57M
4
SFA
4
Sequoia Financial Advisors
Ohio
$118M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$56.1M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$3.26M
2
EW
2
Evoke Wealth
California
$0
3
RJA
3
Raymond James & Associates
Florida
$2.66M
4
WWM
4
Wolff Wiese Magana
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.23M
Name Market Value Shares Shares
Change 		Shares
Change %
ATI
76
ARK & TLK Investments
Oklahoma
$10.3M 309,674 +309,674 New
SSC
77
Syverson Strege & Co
Iowa
$10.2M 306,200 +1,395 +0.5%
AFGAS
78
Allegiance Financial Group Advisory Services
Virginia
$10.2M 305,850 +42,481 +16%
JWA
79
JFS Wealth Advisors
Pennsylvania
$9.83M 295,719 +2,060 +0.7%
CFO
80
CVA Family Office
Colorado
$9.66M 290,404 +39,107 +16%
MCM
81
MAI Capital Management
Ohio
$9.61M 288,972 +31,885 +12%
PWS
82
Physician Wealth Solutions
Nevada
$9.53M 286,755 +286,755 New
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$9.24M 277,796 +76,564 +38%
LFGO
84
Legacy Financial Group (Oklahoma)
Oklahoma
$9.11M 273,888 -383 -0.1%
RVPG
85
Relative Value Partners Group
$8.67M 260,823 +176,808 +210%
SWA
86
Sax Wealth Advisors
New Jersey
$8.55M 257,231 +78,589 +44%
IWC
87
Integrated Wealth Concepts
Massachusetts
$8.55M 257,213 +22,602 +10%
CWM
88
Cherrydale Wealth Management
New Jersey
$8.35M 251,228 +1,596 +0.6%
SFS
89
Security Financial Services
Indiana
$8.06M 242,440 +79,498 +49%
LPL Financial
90
LPL Financial
California
$7.99M 240,416 -4,344 -2%
WWP
91
Walden Wealth Partners
Ohio
$7.9M 237,501 +237,501 New
JTWM
92
Jackson Thornton Wealth Management
Alabama
$7.79M 234,309 +138,757 +145%
WP
93
WMS Partners
Maryland
$7.78M 233,985 -18,991 -8%
LWA
94
Ledgewood Wealth Advisors
New Hampshire
$7.58M 227,970 +227,970 New
CCA
95
Clarity Capital Advisors
Florida
$7.43M 223,591 +223,591 New
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$7.29M 219,327 -17,857 -8%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$7.23M 217,377 -94,327 -30%
USCWA
98
U.S. Capital Wealth Advisors
Texas
$6.92M 208,200 +7,556 +4%
Osaic Holdings
99
Osaic Holdings
Arizona
$6.91M 207,813 -10,938 -5%
WCA
100
Waypoint Capital Advisors
Minnesota
$6.87M 206,706 +164,363 +388%
2 3
4
5 6