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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

395 hedge funds and large institutions have $4.11B invested in Dimensional US Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 194 increasing their positions, 121 reducing their positions, and 15 closing their positions.

Holders
395
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.71%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
29
Increased
194
Reduced
121
Closed
15
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$2.58M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$66.4M
2
EW
2
Evoke Wealth
California
$64.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$49.1M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$27.2M
5
AF
5
Allworth Financial
California
$114M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$0
2
LWM
2
Liberty Wealth Management
California
$28.5M
3
KA
3
Kure Advisory
Minnesota
$0
4
MWM
4
Modera Wealth Management
New Jersey
$146M
5
BJL
5
Brighton Jones LLC
Washington
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
76
MAI Capital Management
Ohio
$15.9M 399,786 +29,722 +8%
PWM
77
Perigon Wealth Management
California
$15.8M 399,121 -3,760 -0.9%
AFGAS
78
Allegiance Financial Group Advisory Services
Virginia
$15.7M 395,442 +21,874 +6%
TIM
79
Tortoise Investment Management
New York
$15.5M 389,613 +4,561 +1%
PWA
80
Physician Wealth Advisors
Utah
$15M 374,798 -3,831 -1%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$13.7M 344,109 +12,432 +4%
JWA
82
JFS Wealth Advisors
Pennsylvania
$13.5M 339,694 +18,020 +6%
SFS
83
Security Financial Services
Indiana
$13.5M 339,509 +20,528 +6%
CFO
84
CVA Family Office
Colorado
$13.5M 339,171 +18,834 +6%
SFS
85
Sowell Financial Services
Arkansas
$13.2M 331,675 +11,914 +4%
FWS
86
FinDec Wealth Services
California
$13.1M 329,963 +2,524 +0.8%
LWA
87
Ledgewood Wealth Advisors
New Hampshire
$12.9M 325,522 +71,998 +28%
GPWA
88
Great Point Wealth Advisors
Massachusetts
$12.9M 324,127 -299 -0.1%
WCWM
89
Willow Creek Wealth Management
California
$12.8M 321,797 +1,717 +0.5%
CPIG
90
Chicago Partners Investment Group
Illinois
$12.3M 307,796 -8,682 -3%
SSC
91
Syverson Strege & Co
Iowa
$12.1M 304,635 +5,796 +2%
LFGO
92
Legacy Financial Group (Oklahoma)
Oklahoma
$11.4M 290,057 +4,264 +1%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$10.9M 273,678 +75,416 +38%
CB
94
Centennial Bank
Arkansas
$10.8M 271,510 +22,298 +9%
CCA
95
Clarity Capital Advisors
Florida
$10.6M 267,572 +13,162 +5%
CWM
96
Cherrydale Wealth Management
New Jersey
$9.65M 243,082 +8,697 +4%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$8.97M 228,238 +4,446 +2%
JTWM
98
Jackson Thornton Wealth Management
Alabama
$8.94M 225,357 -1,358 -0.6%
WP
99
WMS Partners
Maryland
$8.78M 221,248 -5,386 -2%
LW
100
Lauer Wealth
Indiana
$8.63M 216,018 +12,101 +6%
2 3
4
5 6