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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

376 hedge funds and large institutions have $3.3B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 115 reducing their positions, and 24 closing their positions.

Holders
376
Holders Change
+5
Holders Change %
+1.35%
% of All Funds
5.45%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.12%
New
34
Increased
184
Reduced
115
Closed
24
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
EW
1
Evoke Wealth
California
$48.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$35M
3
MFA
3
Morling Financial Advisors
California
$17M
4
QFA
4
Quantum Financial Advisors
California
$18.3M
5
LPL Financial
5
LPL Financial
California
$17.8M

Top Sellers

1
AWM
1
Arista Wealth Management
Nevada
$23M
2
MWM
2
Modera Wealth Management
New Jersey
$153M
3
AFS
3
Annapolis Financial Services
Maryland
$6.2M
4
Betterment LLC
4
Betterment LLC
New York
$37.4M
5
PWM
5
Perigon Wealth Management
California
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FWS
76
FinDec Wealth Services
California
$12.2M 333,191 -4,962 -1%
PWS
77
Physician Wealth Solutions
Nevada
$12.1M 329,962 +43,207 +15%
GPWA
78
Great Point Wealth Advisors
Massachusetts
$12M 327,469 -8,424 -3%
WCWM
79
Willow Creek Wealth Management
California
$11.7M 318,997 +85 +0%
MCM
80
MAI Capital Management
Ohio
$11.6M 317,994 +29,022 +10%
SFS
81
Sowell Financial Services
Arkansas
$11.6M 317,527 +198,501 +167%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$11.5M 313,715 +35,919 +13%
JWA
83
JFS Wealth Advisors
Pennsylvania
$11.4M 313,016 +17,297 +6%
CPIG
84
Chicago Partners Investment Group
Illinois
$11.3M 320,771 +5,346 +2%
CFO
85
CVA Family Office
Colorado
$11.3M 308,707 +18,303 +6%
SSC
86
Syverson Strege & Co
Iowa
$10.8M 295,059 -11,141 -4%
LFGO
87
Legacy Financial Group (Oklahoma)
Oklahoma
$10.3M 283,029 +9,141 +3%
SFS
88
Security Financial Services
Indiana
$9.76M 267,027 +24,587 +10%
RVPG
89
Relative Value Partners Group
$9.56M 284,726 +23,903 +9%
ATI
90
ARK & TLK Investments
Oklahoma
$8.76M 239,626 -70,048 -23%
LWA
91
Ledgewood Wealth Advisors
New Hampshire
$8.73M 238,842 +10,872 +5%
CWM
92
Cherrydale Wealth Management
New Jersey
$8.69M 237,915 -13,313 -5%
IWC
93
Integrated Wealth Concepts
Massachusetts
$8.69M 237,847 -19,366 -8%
CCA
94
Clarity Capital Advisors
Florida
$8.65M 236,754 +13,163 +6%
WWP
95
Walden Wealth Partners
Ohio
$8.59M 239,921 +2,420 +1%
WP
96
WMS Partners
Maryland
$8.49M 232,236 -1,749 -0.7%
JTWM
97
Jackson Thornton Wealth Management
Alabama
$8.48M 232,064 -2,245 -1%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$8.08M 221,089 +3,712 +2%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$8.02M 219,400 +73 +0%
Osaic Holdings
100
Osaic Holdings
Arizona
$7.96M 217,814 +10,001 +5%
2 3
4
5 6