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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

302 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 76 reducing their positions, and 10 closing their positions.

Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
76
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K

Top Buyers

1
KA
1
Kooman & Associates
Pennsylvania
$52.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$24.9M
3
PFM
3
Parsec Financial Management
North Carolina
$119M
4
AWA
4
Aquire Wealth Advisors
Utah
$79.9M
5
AWM
5
Arista Wealth Management
Nevada
$14.1M

Top Sellers

1
RS
1
Retirement Solution
Washington
$10.4M
2
AWM
2
AE Wealth Management
Kansas
$35.5M
3
MWM
3
Mattern Wealth Management
Kansas
$4.68M
4
Creative Planning
4
Creative Planning
Kansas
$9.16M
5
PFO
5
Pathstone Family Office
New Jersey
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
101
MML Investors Services
Massachusetts
$3.81M 132,537 +498 +0.4%
CAN
102
Cetera Advisor Networks
California
$3.8M 132,203 +1,229 +0.9%
CW
103
CreativeOne Wealth
Kansas
$3.72M 129,414 +5,151 +4%
ALWM
104
Andrews Lucia Wealth Management
California
$3.64M 126,684 +112 +0.1%
QHA
105
Quarry Hill Advisors
Minnesota
$3.62M 125,773 -7,817 -6%
CA
106
Claris Advisors
Missouri
$3.55M 123,273 -7,683 -6%
WWM
107
Wolff Wiese Magana
California
$3.45M 119,797 -6,609 -5%
HWM
108
Heirloom Wealth Management
Colorado
$3.37M 116,969 +116,969 New
CIAS
109
Capital Investment Advisory Services
North Carolina
$3.35M 116,373 +1,768 +2%
BHWM
110
Bay Harbor Wealth Management
Maryland
$3.31M 115,027 +88,992 +342%
RK
111
Rather & Kittrell
Tennessee
$3.27M 113,669 +4,131 +4%
TFA
112
Teamwork Financial Advisors
Texas
$3.27M 113,605 +26,012 +30%
PAG
113
Private Advisor Group
New Jersey
$3.23M 112,283 +17,805 +19%
FWM
114
FMB Wealth Management
California
$3.22M 111,777 +2,066 +2%
BA
115
Bridge Advisory
California
$3.1M 107,841 +14,461 +15%
Financial Engines Advisors
116
Financial Engines Advisors
California
$3.04M 105,651 +105,651 New
DADC
117
D.A. Davidson & Co
Montana
$3.04M 105,550 +700 +0.7%
HWM
118
HFG Wealth Management
Texas
$2.94M 102,224 +102,224 New
WAM
119
Weinberger Asset Management
California
$2.93M 101,896 +33,705 +49%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$2.82M 97,913 +7,016 +8%
MFGM
121
Marshall Financial Group (Maryland)
Maryland
$2.81M 97,546 -136 -0.1%
GAM
122
GEM Asset Management
Michigan
$2.79M 96,880 +8,088 +9%
MWM
123
Meritas Wealth Management
California
$2.77M 96,236 -6,538 -6%
HIA
124
HTG Investment Advisors
Connecticut
$2.72M 94,716 +3,910 +4%
SFS
125
Sowell Financial Services
Arkansas
$2.69M 93,641 -1,484 -2%
3 4
5
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