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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

384 hedge funds and large institutions have $3.67B invested in Dimensional US Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 195 increasing their positions, 106 reducing their positions, and 17 closing their positions.

Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
5.59%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.09%
New
29
Increased
195
Reduced
106
Closed
17
Calls
$2.58M
Puts
–
Net Calls
+$2.58M
Net Calls Change
+$2.59M

Top Buyers

1
AWM
1
Arista Wealth Management
Nevada
$69.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$77.1M
3
SFA
3
Sequoia Financial Advisors
Ohio
$164M
4
LWM
4
Liberty Wealth Management
California
$26M
5
AA
5
Advisory Alpha
Michigan
$25.2M

Top Sellers

1
EW
1
Evoke Wealth
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$31.4M
3
RVPG
3
Relative Value Partners Group
$0
4
TFA
4
Teamwork Financial Advisors
Texas
$0
5
MWM
5
Modera Wealth Management
New Jersey
$151M
Name Market Value Shares Shares
Change 		Shares
Change %
AFGAS
76
Allegiance Financial Group Advisory Services
Virginia
$14M 373,568 +34,865 +10%
MCM
77
MAI Capital Management
Ohio
$13.9M 370,064 +52,070 +16%
AF
78
Advisornet Financial
Minnesota
$13.3M 354,221 -4,271 -1%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$12.4M 331,677 +17,962 +6%
FWS
80
FinDec Wealth Services
California
$12.3M 327,439 -5,752 -2%
GPWA
81
Great Point Wealth Advisors
Massachusetts
$12.2M 324,426 -3,043 -0.9%
JWA
82
JFS Wealth Advisors
Pennsylvania
$12.1M 321,674 +8,658 +3%
CFO
83
CVA Family Office
Colorado
$12M 320,337 +11,630 +4%
WCWM
84
Willow Creek Wealth Management
California
$12M 320,080 +1,083 +0.3%
HWM
85
Hemington Wealth Management
Virginia
$12M 319,904 +144,049 +82%
SFS
86
Sowell Financial Services
Arkansas
$12M 319,761 +2,234 +0.7%
SFS
87
Security Financial Services
Indiana
$12M 318,981 +51,954 +19%
CPIG
88
Chicago Partners Investment Group
Illinois
$11.9M 316,478 -4,293 -1%
SSC
89
Syverson Strege & Co
Iowa
$11.2M 298,839 +3,780 +1%
LFGO
90
Legacy Financial Group (Oklahoma)
Oklahoma
$10.7M 285,793 +2,764 +1%
CCA
91
Clarity Capital Advisors
Florida
$9.54M 254,410 +17,656 +7%
LWA
92
Ledgewood Wealth Advisors
New Hampshire
$9.5M 253,524 +14,682 +6%
WWP
93
Walden Wealth Partners
Ohio
$9.35M 249,371 +9,450 +4%
CB
94
Centennial Bank
Arkansas
$9.34M 249,212 +73,151 +42%
CWM
95
Cherrydale Wealth Management
New Jersey
$8.79M 234,385 -3,530 -1%
JTWM
96
Jackson Thornton Wealth Management
Alabama
$8.5M 226,715 -5,349 -2%
WP
97
WMS Partners
Maryland
$8.5M 226,634 -5,602 -2%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$8.39M 223,792 +4,392 +2%
ATI
99
ARK & TLK Investments
Oklahoma
$8.2M 218,686 -20,940 -9%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$8.08M 215,597 -5,492 -2%
2 3
4
5 6